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Plato Investment Management Ltd

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13F filer, CIK 1984475, SYDNEY, Australia

Plato Investment Management Ltd reported $1,186,645,442 across 527 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-20. Its ten largest share positions make up 29.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001984475-25-000005

Period
2025-03-31
Reported value
$1.19B
Holdings
527
Top 10 weight
29.65%
New
44
Sold out
102

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WPMadded+49,030$3.85M
AMDadded+25,737$2.67M
EIXadded+34,537$2.06M
EXPEnew+9,698$1.65M
TAPnew+22,425$1.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-39,539-$8.88M
DBreduced-344,747-$8.3M
NVDAreduced-74,423-$8.15M
MSFTreduced-15,598-$5.92M
AVGOreduced-27,599-$4.67M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001984475-25-000005, largest first. % of portfolio is the value over $1,186,645,442, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 35 shares 35$4.84K<0.01%-213Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares 12$4.45K<0.01%newTimeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares 79$4.19K<0.01%newTimeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 789 shares; 2025Q1: 11 shares 11$3.58K<0.01%-778Timeline
SBHSALLY BEAUTY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 371 shares 371$3.39K<0.01%newTimeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 74 shares; 2025Q1: 74 shares 74$3.31K<0.01%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 4 shares 4$3.3K<0.01%-130Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 36 shares; 2025Q1: 36 shares 36$3.17K<0.01%0Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares 129$2.95K<0.01%newTimeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 322 shares 322$2.59K<0.01%-1,420Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 252 shares 252$2.55K<0.01%-568Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 7,674 shares; 2025Q1: 43 shares 43$1.96K<0.01%-7,631Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares 46$1.84K<0.01%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6$1.57K<0.01%0Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares 27$1.32K<0.01%0Timeline
ZDZIFF DAVIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares 32$1.22K<0.01%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 7,939 shares; 2025Q1: 54 shares 54$1.19K<0.01%-7,885Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5$1.18K<0.01%0Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15$1.15K<0.01%0Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares 16$1.08K<0.01%0Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares 150$1.01K<0.01%0Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6$1K<0.01%0Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares 8$1K<0.01%0Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares 26$892<0.01%0Timeline
AGNTAGNT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 10,855 shares; 2025Q1: 66 shares 66$652<0.01%-10,789Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares 42$599<0.01%0Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 490 shares; 2025Q1: 8 shares 8$238<0.01%-482Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 102. All 102

SecurityShares beforeValue beforeType
LIILENNOX INTL INC1,454$889Kshares
FSMFORTUNA MNG CORP187,621$808Kshares
PAASPAN AMERN SILVER CORP32,802$666Kshares
HALHALLIBURTON CO23,903$652Kshares
MDBMONGODB INC1,862$435Kshares
AFGAMERICAN FINANCIAL GROUP INC2,925$402Kshares
NEENEXTERA ENERGY INC5,469$393Kshares
NLYANNALY CAPITAL MANAGEMENT IN21,147$388Kshares
PRMBPRIMO BRANDS CORPORATION11,902$368Kshares
ORIOLD REP INTL CORP9,965$362Kshares
GFFGRIFFON CORP5,000$358Kshares
BMIBADGER METER INC1,465$312Kshares
HESMHESS MIDSTREAM LP7,865$292Kshares
EWBCEAST WEST BANCORP INC2,630$253Kshares
OCOWENS CORNING NEW1,467$251Kshares
CCLCARNIVAL CORP9,811$245Kshares
TFXTELEFLEX INCORPORATED1,315$235Kshares
APAMARTISAN PARTNERS ASSET MGMT4,918$212Kshares
CPAYCORPAY INC621$211Kshares
HRBBLOCK H & R INC3,814$202Kshares
TRPTC ENERGY CORP4,287$200Kshares
VCYTVERACYTE INC4,816$191Kshares
IRMIRON MTN INC DEL1,661$175Kshares
TRUTRANSUNION1,820$169Kshares
RPRXROYALTY PHARMA PLC6,503$166Kshares
TERTERADYNE INC1,310$166Kshares
WALWESTERN ALLIANCE BANCORP1,883$158Kshares
CWCURTISS WRIGHT CORP434$155Kshares
SMSM ENERGY COMPANY3,863$150Kshares
WMWASTE MGMT INC DEL737$149Kshares
TOLTOLL BROTHERS INC1,140$144Kshares
PKPARK HOTELS & RESORTS INC9,972$141Kshares
WUWESTERN UN CO13,177$140Kshares
ALLYALLY FINL INC3,719$134Kshares
BOXBOX INC4,225$134Kshares
KMDAKAMADA LTD21,785$133Kshares
POWLPOWELL INDS INC572$127Kshares
BRZEBRAZE INC2,736$115Kshares
SLMSLM CORP4,107$114Kshares
BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC1,110$113Kshares
HBMHUDBAY MINERALS INC11,703$95.2Kshares
MTCHMATCH GROUP INC NEW2,810$92.2Kshares
SFIXSTITCH FIX INC19,595$84.8Kshares
GLGLOBE LIFE INC748$83.7Kshares
CBOECBOE GLOBAL MKTS INC420$82.4Kshares
BLDTOPBUILD COR242$75.6Kshares
SVMSILVERCORP METALS INC23,974$72.3Kshares
KBHKB HOME1,080$71.2Kshares
IBPINSTALLED BLDG PRODS INC391$68.8Kshares
JXNJACKSON FINANCIAL INC755$66Kshares
MEDPMEDPACE HLDGS INC191$63.7Kshares
CRDOCREDO TECHNOLOGY GROUP HOLDI906$61.1Kshares
PATHUIPATH INC4,760$60.7Kshares
UUNITY SOFTWARE INC2,293$51.7Kshares
MARMARRIOTT INTL INC NEW172$48.2Kshares
COKECOCA COLA CONS INC37$46.8Kshares
TPCTUTOR PERINI CORP1,908$46.3Kshares
CNMCORE & MAIN INC896$45.8Kshares
CCRNCROSS CTRY HEALTHCARE INC2,503$45.6Kshares
DVNDEVON ENERGY CORP NEW1,275$41.9Kshares
VERXVERTEX INC766$41Kshares
VSXYVICTORIAS SECRET AND CO906$37.7Kshares
REDFIN CORPREDFIN CORP4,237$33.5Kshares
SEZLSEZZLE INC115$29.5Kshares
ESTCELASTIC N V293$29.1Kshares
ANFABERCROMBIE & FITCH CO181$27.2Kshares
JANXJANUX THERAPEUTICS INC498$26.8Kshares
BLDRBUILDERS FIRSTSOURCE INC176$25.2Kshares
APPFAPPFOLIO INC86$21.3Kshares
THCTENET HEALTHCARE CORP167$21.2Kshares
UGIUGI CORP NEW700$19.8Kshares
NUENUCOR CORP169$19.8Kshares
DBIDESIGNER BRANDS INC3,328$17.8Kshares
AEOAMERICAN EAGLE OUTFITTERS IN1,032$17.3Kshares
SKTTANGER INC488$16.7Kshares
GIIIG III APPAREL GROUP LTD421$13.8Kshares
TMHCTAYLOR MORRISON HOME CORP220$13.5Kshares
PCTYPAYLOCITY HLDG CORP66$13.2Kshares
GTLBGITLAB INC223$12.6Kshares
ENPHENPHASE ENERGY INC180$12.4Kshares
WYWEYERHAEUSER CO400$11.3Kshares
VCELVERICEL CORP198$10.9Kshares
YEXTYEXT INC1,657$10.6Kshares
GNRCGENERAC HLDGS INC56$8.71Kshares
ETSYETSY INC164$8.71Kshares
QLYSQUALYS INC61$8.59Kshares
VYGRVOYAGER THERAPEUTICS INC1,449$8.25Kshares
CFLTCONFLUENT INC-CLASS A289$8.11Kshares
SIGSIGNET JEWELERS LTD99$8.02Kshares
TOSTTOAST INC171$6.26Kshares
TPHTRI POINTE HOMES INC164$5.97Kshares
TTEKTETRA TECH INC NEW140$5.6Kshares
MAAMID-AMER APT CMNTYS INC18$2.79Kshares
LNTHLANTHEUS HLDGS INC31$2.78Kshares
YELPYELP INC57$2.21Kshares
BABOEING CO12$2.13Kshares
RAMPLIVERAMP HLDGS INC69$2.1Kshares
SFSTIFEL FINL CORP18$1.92Kshares
RHIROBERT HALF INC.12$849shares
GXOGXO LOGISTICS INCORPORATED18$786shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001984475-25-000005 base2025-05-20acceptance time not in the bulk data set