Fund HoldingsPlato Investment Management Ltd

Total Portfolio Value
$1.23B
Total Bought
$210.22M
Total Sold
$63.96M
Net Transaction
+$146.26M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Apple Inc(AAPL)349,523355,760+6,23773,61782,8086.72%+9,192
Accenture PLC
SHS CLASS A
018,313+18,31306,4670.52%+6,467
Tesla Inc(TSLA)58,12962,310+4,18111,50316,2861.32%+4,783
Trane Technologies PLC(TT)011,831+11,83104,5940.37%+4,594
Lam Research Corp(LRCX)05,566+5,56604,5380.37%+4,538
Thomson Reuters Corp025,718+25,71804,3870.36%+4,387
Deutsche Bank AG
NAMEN AKT
0249,557+249,55704,3240.35%+4,324
Meta Platforms Inc(META)50,65851,696+1,03825,54329,5632.40%+4,020
Prologis Inc(PLD)030,333+30,33303,8270.31%+3,827
Invitation Homes Inc(INVH)0102,617+102,61703,6150.29%+3,615
Medtronic PLC(MDT)038,071+38,07103,4240.28%+3,424
Canadian Imperial Bank of Comm(CM)052,943+52,94303,2480.26%+3,248
UBS Group AG(UBS)0103,270+103,27003,1880.26%+3,188
Royal Bank of Canada(RY)024,887+24,88703,1060.25%+3,106
Willis Towers Watson PLC(WTW)010,132+10,13202,9810.24%+2,981
Simon Property Group Inc(SPG)016,956+16,95602,8630.23%+2,863
MercadoLibre Inc(MELI)01,396+1,39602,8620.23%+2,862
American Tower Corp(AMT)012,225+12,22502,8400.23%+2,840
EOG Resources Inc(EOG)024,007+24,00702,9480.24%+2,948
Kinross Gold Corp(KGC)0288,103+288,10302,6990.22%+2,699
Shopify Inc(SHOP)029,526+29,52602,3660.19%+2,366
Agnico Eagle Mines Ltd(AEM)028,925+28,92502,3300.19%+2,330
Descartes Systems Group Inc/Th(DSGX)022,428+22,42802,3080.19%+2,308
UnitedHealth Group Inc(UNH)22,19623,266+1,07011,30413,5891.10%+2,286
Brookfield Renewable Corp(BEPC)078,982+78,98202,5790.21%+2,579
Public Storage(PSA)06,037+6,03702,1940.18%+2,194
Crown Castle Inc(CCI)016,684+16,68401,9770.16%+1,977
Chubb Ltd
COM
06,849+6,84901,9730.16%+1,973
American Homes 4 Rent(AMH)049,658+49,65801,9040.15%+1,904
Franco-Nevada Corp(FNV)014,892+14,89201,8500.15%+1,850
TE Connectivity PLC(TEL)012,103+12,10301,8260.15%+1,826
SBA Communications Corp(SBAC)07,399+7,39901,7790.14%+1,779
Bristol-Myers Squibb Co(BMY)0117,401+117,40106,0680.49%+6,068
Amphenol Corp031,195+31,19502,0310.16%+2,031
AbbVie Inc(ABBV)060,564+60,564011,9480.97%+11,948
Check Point Software Technolog
ORD
08,602+8,60201,6570.13%+1,657
Honeywell International Inc(HON)09,975+9,97502,0600.17%+2,060
CBRE Group Inc(CBRE)025,348+25,34803,1520.26%+3,152
Progressive Corp/The(PGR)23,90825,394+1,4864,9666,4370.52%+1,472
Consolidated Edison Inc(ED)022,690+22,69002,3600.19%+2,360
FirstService Corp07,949+7,94901,4520.12%+1,452
Oracle Corp(ORCL)33,87436,600+2,7264,7836,2300.51%+1,447
Home Depot Inc/The(HD)023,010+23,01009,3140.76%+9,314
Coca-Cola Co/The(KO)154,909156,696+1,7879,86011,2490.91%+1,389
Bank of New York Mellon Corp/T066,413+66,41304,7680.39%+4,768
Illumina Inc(ILMN)013,795+13,79501,7970.15%+1,797
Netflix Inc(NFLX)9,51010,878+1,3686,4187,7080.63%+1,290
Walmart Inc(WMT)96,93297,329+3976,5637,8510.64%+1,288
Atlassian Corp07,834+7,83401,2430.10%+1,243
EMCOR Group Inc(EME)02,841+2,84101,2220.10%+1,222
Neurocrine Biosciences Inc(NBIX)010,973+10,97301,2630.10%+1,263
Exelon Corp(EXC)029,596+29,59601,1990.10%+1,199
AT&T Inc(T)0176,278+176,27803,8740.31%+3,874
American Express Co(AXP)023,437+23,43706,3500.52%+6,350
Morgan Stanley(MS)28,28537,481+9,1962,7493,9030.32%+1,154
Teva Pharmaceutical Industries(TEVA)063,530+63,53001,1440.09%+1,144
Automatic Data Processing Inc26,61026,995+3856,3527,4630.61%+1,111
Logitech International SA
SHS
012,139+12,13901,0860.09%+1,086
Lululemon Athletica Inc(LULU)03,878+3,87801,0510.09%+1,051
Mastercard Inc(MA)019,126+19,12609,4350.77%+9,435
Eaton Corp PLC(ETN)014,010+14,01004,6390.38%+4,639
Quanta Services Inc03,365+3,36501,0020.08%+1,002
Blackrock Finance Inc(BLK)05,912+5,91205,6080.46%+5,608
Eli Lilly & Co(LLY)15,32316,804+1,48113,87314,8721.21%+999
VICI Properties Inc(VICI)029,760+29,76009900.08%+990
Johnson & Johnson(JNJ)60,18360,397+2148,7969,7780.79%+982
Broadcom Inc(AVGO)11,280110,703+99,42318,11019,0771.55%+967
Wheaton Precious Metals Corp(WPM)015,558+15,55809500.08%+950
Sherwin-Williams Co/The(SHW)013,503+13,50305,1480.42%+5,148
Gilead Sciences Inc(GILD)050,821+50,82104,2570.35%+4,257
Bank of America Corp145,156169,308+24,1525,7736,7110.54%+939
NXP Semiconductors NV
COM
03,894+3,89409340.08%+934
HCA Healthcare Inc(HCA)04,770+4,77001,9370.16%+1,937
Ferguson Enterprises Inc(FERG)04,609+4,60909140.07%+914
General Electric Co(GE)29,79929,985+1864,7375,6490.46%+912
United Rentals Inc(URI)2,0012,718+7171,2942,1990.18%+905
AppLovin Corp(APP)26,26623,423-2,8432,1863,0550.25%+869
McDonald's Corp(MCD)017,511+17,51105,3270.43%+5,327
Motorola Solutions Inc(MSI)8,5539,233+6803,3024,1470.34%+845
Caterpillar Inc(CAT)014,594+14,59405,7020.46%+5,702
Marsh & McLennan Cos Inc(MRSH)019,184+19,18404,2750.35%+4,275
Berkshire Hathaway Inc14,98614,98606,0966,8900.56%+794
Futu Holdings Ltd(FUTU)08,209+8,20907840.06%+784
Wix.com Ltd
SHS
04,684+4,68407820.06%+782
Workday Inc(WDAY)06,144+6,14401,5000.12%+1,500
Thermo Fisher Scientific Inc(TMO)07,547+7,54704,6640.38%+4,664
Fiserv Inc(FISV)021,490+21,49003,8570.31%+3,857
Howmet Aerospace Inc(HWM)17,66821,266+3,5981,3722,1300.17%+758
Prudential Financial Inc(PFH)20,29425,923+5,6292,3783,1360.25%+758
Gaming and Leisure Properties(GLPI)014,671+14,67107540.06%+754
AvalonBay Communities Inc03,315+3,31507460.06%+746
State Street Corp(STT)028,014+28,01402,4760.20%+2,476
ServiceNow Inc(NOW)4,2344,538+3043,3314,0550.33%+724
International Business Machine(IBM)013,918+13,91803,0740.25%+3,074
MetLife Inc(MET)024,683+24,68302,0340.17%+2,034
Palantir Technologies Inc(PLTR)060,071+60,07102,2320.18%+2,232
S&P Global Inc(SPGI)5,4066,039+6332,4113,1170.25%+706
Best Buy Co Inc(BBY)08,799+8,79909080.07%+908
Texas Instruments Inc(TXN)04,171+4,17108610.07%+861
Pan American Silver Corp(PAAS)032,802+32,80206850.06%+685
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