Plato Investment Management Ltd

Q4 2025 13F-HR Holdings

Location
Sydney, C3
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
513
Total value ($000)
$1,530,158
Net value change ($000)
+54,163 (3.7%)
New positions
30
Sold out positions
33
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 9,277 31.9%
GOOGL 8,363 24.9%
AAPL 7,085 7.8%
LLY 6,329 47.8%
RY 3,848 87.3%
MU 3,290 69.3%
AMZN 3,265 6.8%
KGC 2,899 171.3%
AMD 2,711 46.0%
LRCX 2,655 39.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,850 -5.6%
META -3,833 -10.2%
NFLX -3,780 -28.6%
ORCL -3,508 -32.5%
HD -2,217 -22.6%
CVX -2,173 -25.7%
FISV -2,063 -83.2%
SHOP -1,589 -34.9%
HOOD -1,452 -58.0%
BMRN -1,320 -91.6%
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