SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Plato Investment Management Ltd

CIK 0001984475 · LEVEL 25, AUSTRALIA SQUARE TOWER, 264 GEORGE STREET, SYDNEY, NSW, C3, 2000 · 1300 010 311

Reported Value
$1.2B
Q3 2024
Positions
547
Filings on Record
11
2019–present window
Filed
Nov 6, 2024
original filing

Summary

Plato Investment Management Ltd reported $1.2B in U.S.-listed holdings across 547 positions for Q3 2024.

Its largest position, AAPL, represents 6.7% of the portfolio.

Compared with Q2 2024, the fund opened 89 new positions and exited 37.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $82MQ4 ’23Q1 ’24: $967MQ2 ’24: $1.1BQ2 ’24Q3 ’24: $1.2BQ4 ’24: $1.4BQ4 ’24Q1 ’25: $1.2BQ2 ’25: $1.3BQ2 ’25Q3 ’25: $1.5BQ4 ’25: $1.5BQ4 ’25Q1 ’26: $1.5Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 93.8%Other: 3.8%REIT: 2.1%ADR: 0.2%Tracking Stk: 0.0%
  • Common Stock · 93.8% · $1.2B
  • Other · 3.8% · $47M
  • REIT · 2.1% · $26M
  • ADR · 0.2% · $2M
  • Tracking Stk · 0.0% · $302,291

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B516May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.5B513Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.5B516Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.3B516Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.2B527May 20, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.4B585Feb 6, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.2B547Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.1B495Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$967M489May 17, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$82M455Feb 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.