Plato Investment Management Ltd

Q3 2025 13F-HR Holdings

Location
Sydney, C3
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
516
Total value ($000)
$1,475,995
Net value change ($000)
+145,857 (11.0%)
New positions
30
Sold out positions
30
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 18,726 25.9%
NVDA 18,199 20.0%
GOOGL 10,475 45.4%
TSLA 8,649 44.7%
GOOGL 7,815 36.8%
AVGO 6,841 23.7%
MSFT 5,557 6.9%
APP 2,961 112.7%
JNJ 2,880 29.1%
CLS 2,755 299.1%
Top Reduces (Value $000, Stocks/ETFs)
SNPS -2,368 -98.1%
AHC -2,335 -100.0%
AKX -2,305 -100.0%
FCX -1,587 -98.6%
NFLX -1,533 -10.4%
SPOT -1,420 -39.9%
FNV -1,021 -88.9%
AMAT -1,003 -17.4%
ELV -997 -49.2%
ACN -871 -16.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type