Plato Investment Management Ltd

Q1 2026 13F-HR Holdings

Location
Sydney, C3
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
516
Total value ($000)
$1,488,985
Net value change ($000)
-41,173 (-2.7%)
New positions
41
Sold out positions
38
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AZN 6,152 NEW
GEV 4,095 80.8%
XOM 3,702 41.5%
AMAT 3,100 83.9%
JNJ 2,938 20.8%
VZ 2,784 46.8%
VRT 2,601 188.8%
MU 2,511 31.3%
STX 2,503 NEW
TOTALENERGIES SE 2,327 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -17,923 -22.1%
NVDA -5,712 -5.2%
AAPL -5,220 -5.3%
TSLA -5,027 -17.6%
META -4,554 -13.5%
AMZN -3,635 -7.1%
GOOGL -3,107 -8.1%
QCOM -2,910 -40.4%
KGC -2,904 -63.3%
CRM -2,533 -26.6%
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