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Latest Plato Investment Management Ltd Stock Portfolio

$1.07Billion– No. of Holdings #495

Plato Investment Management Ltd Performance:
2024 Q2: 0.19%YTD: 5.47%
Performance for 2024 Q2 is 0.19%, and YTD is 5.47%.

About Plato Investment Management Ltd and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Plato Investment Management Ltd reported an equity portfolio of $1.1 Billions as of 30 Jun, 2024.

The top stock holdings of Plato Investment Management Ltd are NVDA, AAPL, MSFT. The fund has invested 6.9% of it's portfolio in NVIDIA CORP and 6.9% of portfolio in APPLE INC.

The fund managers got completely rid off PIONEER NATURAL RESOURCES CO (PXD), SUPER MICRO COMPUTER INC (SMCI) and VAIL RESORTS INC (MTN) stocks. They significantly reduced their stock positions in VULCAN MATERIALS CO (VMC), ZILLOW GROUP INC (Z) and BOEING CO/THE (BA). Plato Investment Management Ltd opened new stock positions in VICI PROPERTIES INC (VICI), JOHNSON CONTROLS INTERNATIONAL (JCI) and COINBASE GLOBAL INC (COIN). The fund showed a lot of confidence in some stocks as they added substantially to WALGREENS BOOTS ALLIANCE INC (WBA), MOLINA HEALTHCARE INC (MOH) and HESS CORP (HES).
Plato Investment Management Ltd Equity Portfolio Value
Last Reported on: 09 Aug, 2024

Plato Investment Management Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Plato Investment Management Ltd made a return of 0.19% in the last quarter. In trailing 12 months, it's portfolio return was NA%.

New Buys

Ticker$ Bought
vici properties inc850,866
johnson controls international795,114
coinbase global inc738,693
gaming and leisure properties662,191
axon enterprise inc529,338
essex property trust inc455,391
biomarin pharmaceutical inc417,248
unity software inc392,581
New stocks bought by Plato Investment Management Ltd

Additions

Ticker% Inc.
walgreens boots alliance inc391,685
molina healthcare inc87,050
hess corp56,616
hologic inc20,295
align technology inc13,360
paycom software inc10,944
clear secure inc10,535
amphenol corp5,731
Additions to existing portfolio by Plato Investment Management Ltd

Reductions

Ticker% Reduced
vulcan materials co-99.6
zillow group inc-95.75
boeing co/the-94.9
nucor corp-94.77
entrada therapeutics inc-94.53
charter communications inc-94.12
uipath inc-88.09
lear corp-87.67
Plato Investment Management Ltd reduced stake in above stock

Sold off

Ticker$ Sold
vail resorts inc-549,944
herbalife ltd-15,377
watsco inc-412,531
terex corp-15,714
trimble inc-451
Plato Investment Management Ltd got rid off the above stocks

Sector Distribution

Plato Investment Management Ltd has about 34.4% of it's holdings in Technology sector.

Sector%
Technology34.4
Healthcare12.2
Financial Services10.6
Consumer Cyclical9.7
Communication Services9.2
Industrials7
Consumer Defensive6.5
Energy3.3
Real Estate2.3
Basic Materials1.8
Others1.6
Utilities1.4

Market Cap. Distribution

Plato Investment Management Ltd has about 97.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP51.7
LARGE-CAP45.8
UNALLOCATED1.6

Stocks belong to which Index?

About 93.5% of the stocks held by Plato Investment Management Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50093.5
Others6.3
Top 5 Winners (%)%
CHWY
chewy inc
71.2 %
SFIX
stitch fix inc
56.1 %
ALNY
alnylam pharmaceuticals inc
49.1 %
ANF
abercrombie & fitch co
37.8 %
UTHR
united therapeutics corp
37.1 %
Top 5 Winners ($)$
AAPL
apple inc
13.4 M
MSFT
microsoft corp
4.2 M
GOOG
alphabet inc
4.0 M
GOOG
alphabet inc
3.6 M
AVGO
broadcom inc
3.2 M
Top 5 Losers (%)%
BAX
baxter intl inc
-99.9 %
APH
amphenol corp
-44.1 %
MED
medifast inc
-43.1 %
OPEN
opendoor technologies inc
-39.3 %
TRIP
tripadvisor inc
-35.8 %
Top 5 Losers ($)$
NVDA
nvidia corp
-18.8 M
CRM
salesforce inc
-1.2 M
INTC
intel corp
-1.1 M
BMY
bristol-myers squibb co
-1.1 M
DIS
walt disney co/the
-1.0 M

Plato Investment Management Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Plato Investment Management Ltd

Plato Investment Management Ltd has 495 stocks in it's portfolio. About 34.9% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Plato Investment Management Ltd last quarter.

Last Reported on: 09 Aug, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions