Plato Investment Management Ltd

Q3 2026 13F-HR Holdings

Location
Sydney, C3
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
473
Total value ($000)
$1,901,820
Net value change ($000)
+149,708 (8.5%)
New positions
43
Sold out positions
66
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 29,838 45.8%
NVDA 26,784 22.2%
AAPL 25,036 23.1%
CSCO 13,132 NEW
CRM 12,696 NEW
COST 11,458 NEW
META 10,804 37.1%
XOM 6,941 NEW
SNDK 6,931 613.4%
AMZN 5,505 9.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -6,754 -100.0%
RTX -5,301 -65.4%
AMAT -4,107 -28.7%
LRCX -3,895 -23.0%
KLAC -3,494 -28.8%
TSEM -3,491 -100.0%
GEV -3,471 -28.7%
CAT -3,384 -23.1%
TSLA -3,207 -11.9%
RPM -3,090 -90.6%
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