2026 Q1 Portfolio Activity
In 2026 Q1, Plato Investment Management Ltd maintained a portfolio of 554 distinct positions. The most significant new addition was AstraZeneca PLC, now representing 0.41% of the total fund value. They heavily accumulated shares in GE Vernova Inc, increasing the position by 35.9%.
Position History
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Total Positions
554
Quarter
2026 Q1
Top Holding
NVDA (7.0%)
Top 10 Concentration
32.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 554
Plato Investment Management Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA Corp
|
Technology | 7.01% | 7.19% |
#1
Prev: #1
|
5.3 |
—
|
10,718 | 1.8% |
P
S
|
598,154 | $104,379,000 |
$123.38
+74.5%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
AAPL
Apple Inc
|
Technology | 6.23% | 6.40% |
#2
Prev: #2
|
4.5 |
—
|
6,630 | 1.8% |
P
S
|
365,355 | $92,777,614 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
Microsoft Corp
|
Technology | 4.25% | 5.30% |
#3
Prev: #3
|
3.2 |
—
|
3,727 | 2.2% |
P
S
|
170,727 | $63,234,934 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 3.19% | 3.35% |
#4
Prev: #4
|
2.3 |
—
|
7,499 | 3.4% |
P
S
|
228,191 | $47,553,104 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOGL
Alphabet Inc
|
Communication Services | 2.65% | 2.74% |
#5
Prev: #5
|
2.1 |
—
|
3,852 | 2.9% |
P
S
|
137,106 | $39,449,234 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVGO
Broadcom Inc
|
Technology | 2.40% | 2.49% |
#6
1
Prev: #7
|
3.0 |
—
|
5,875 | 5.4% |
P
S
|
115,492 | $35,766,812 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
Alphabet Inc
|
Communication Services | 2.37% | 2.51% |
#7
1
Prev: #6
|
1.4 |
—
|
1,170 | 1.0% |
P
S
|
122,805 | $35,248,422 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
META
Meta Platforms ...
|
Communication Services | 1.95% | 2.20% |
#8
Prev: #8
|
1.3 |
—
|
94 | 0.2% |
P
S
|
50,817 | $29,090,915 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TSLA
Tesla Inc
|
Consumer Cyclical | 1.58% | 1.87% |
#9
Prev: #9
|
1.1 |
—
|
84 | 0.1% |
P
S
|
63,353 | $23,565,236 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LLY
Eli Lilly & Co
|
Healthcare | 1.29% | 1.28% |
#10
Prev: #10
|
2.5 |
—
|
2,674 | 14.8% |
P
S
|
20,799 | $19,141,472 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.21% | 1.28% |
#11
Prev: #11
|
1.0 |
—
|
1,101 | 1.8% |
P
S
|
61,411 | $18,075,213 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 1.14% | 0.92% |
#12
1
Prev: #13
|
1.0 |
—
|
1,856 | 2.7% |
P
S
|
69,673 | $17,040,818 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
V
Visa Inc
|
Financial Services | 0.88% | 0.97% |
#13
1
Prev: #12
|
0.9 |
—
|
1,172 | 2.8% |
P
S
|
43,383 | $13,119,738 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 0.85% | 0.58% |
#14
15
Prev: #29
|
0.8 |
—
|
604 | 0.8% |
P
S
|
74,305 | $12,613,951 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 0.84% | 0.70% |
#15
3
Prev: #18
|
0.8 |
—
|
246 | 2.0% |
P
S
|
12,533 | $12,495,553 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ABBV
AbbVie Inc
|
Healthcare | 0.82% | 0.76% |
#16
1
Prev: #15
|
2.3 |
—
|
5,811 | 11.5% |
P
S
|
56,432 | $12,280,566 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WMT
Walmart Inc
|
Consumer Defensive | 0.82% | 0.72% |
#17
1
Prev: #16
|
1.3 |
—
|
no change | no change |
P
S
|
97,998 | $12,186,306 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MA
Mastercard Inc
|
Financial Services | 0.73% | 0.78% |
#18
4
Prev: #14
|
0.8 |
—
|
779 | 3.7% |
P
S
|
21,641 | $10,819,459 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
KO
Coca-Cola Co/Th...
|
Consumer Defensive | 0.71% | 0.70% |
#19
2
Prev: #17
|
0.8 |
—
|
-12,656 | -8.3% |
P
S
|
139,650 | $10,626,587 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MU
Micron Technolo...
|
Technology | 0.71% | 0.53% |
#20
15
Prev: #35
|
2.3 |
—
|
3,181 | 11.4% |
P
S
|
31,198 | $10,546,090 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LRCX
Lam Research Co...
|
Technology | 0.69% | 0.61% |
#21
3
Prev: #24
|
0.8 |
—
|
-6,202 | -11.4% |
P
S
|
48,095 | $10,281,981 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CAT
Caterpillar Inc
|
Industrials | 0.67% | 0.52% |
#22
14
Prev: #36
|
0.8 |
—
|
271 | 2.0% |
P
S
|
14,070 | $9,973,855 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PEP
PepsiCo Inc
|
Consumer Defensive | 0.67% | 0.59% |
#23
4
Prev: #27
|
0.8 |
—
|
1,595 | 2.6% |
P
S
|
63,981 | $9,941,414 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NFLX
Netflix Inc
|
Communication Services | 0.65% | 0.62% |
#24
1
Prev: #23
|
0.8 |
—
|
1,335 | 1.3% |
P
S
|
101,340 | $9,749,533 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.65% | 0.60% |
#25
1
Prev: #26
|
0.8 |
—
|
2,949 | 4.6% |
P
S
|
66,927 | $9,672,583 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GE
General Electri...
|
Industrials | 0.63% | 0.62% |
#26
4
Prev: #22
|
2.3 |
—
|
2,221 | 7.3% |
P
S
|
32,783 | $9,308,267 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CSCO
Cisco Systems I...
|
Technology | 0.62% | 0.59% |
#27
1
Prev: #28
|
0.7 |
—
|
3,290 | 2.8% |
P
S
|
119,126 | $9,248,386 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 0.62% | 0.63% |
#28
8
Prev: #20
|
1.2 |
—
|
no change | no change |
P
S
|
19,147 | $9,180,603 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GEV
GE Vernova Inc
|
Industrials | 0.62% | 0.33% |
#29
39
Prev: #68
|
2.7 |
—
|
2,773 | 35.9% |
P
S
|
10,494 | $9,165,564 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMD
Advanced Micro ...
|
Technology | 0.59% | 0.56% |
#30
Prev: #30
|
2.2 |
—
|
3,193 | 8.0% |
P
S
|
43,165 | $8,786,186 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VZ
Verizon Communi...
|
Communication Services | 0.59% | 0.39% |
#31
26
Prev: #57
|
2.2 |
—
|
28,502 | 19.6% |
P
S
|
173,917 | $8,735,734 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BAC
Bank of America...
|
Financial Services | 0.58% | 0.68% |
#32
13
Prev: #19
|
0.7 |
—
|
-9,995 | -5.3% |
P
S
|
177,510 | $8,658,668 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PLTR
Palantir Techno...
|
Technology | 0.56% | 0.61% |
#33
8
Prev: #25
|
2.2 |
—
|
4,991 | 9.6% |
P
S
|
56,825 | $8,317,217 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CVX
Chevron Corp
|
Energy | 0.55% | 0.41% |
#34
17
Prev: #51
|
0.7 |
—
|
-1,392 | -3.4% |
P
S
|
39,718 | $8,222,455 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
KLAC
KLA Corp
|
Technology | 0.53% | 0.44% |
#35
10
Prev: #45
|
0.7 |
—
|
-182 | -3.3% |
P
S
|
5,359 | $7,895,255 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
RY
Royal Bank of C...
|
Financial Services | 0.53% | 0.54% |
#36
5
Prev: #31
|
0.7 |
—
|
655 | 1.4% |
P
S
|
48,783 | $7,863,550 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MRK
Merck & Co Inc
|
Healthcare | 0.52% | 0.47% |
#37
4
Prev: #41
|
0.7 |
—
|
-3,107 | -4.6% |
P
S
|
64,422 | $7,753,850 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
C
Citigroup Inc
|
Financial Services | 0.52% | 0.54% |
#38
6
Prev: #32
|
0.7 |
—
|
-2,071 | -2.9% |
P
S
|
68,227 | $7,742,144 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMGN
Amgen Inc
|
Healthcare | 0.52% | 0.44% |
#39
7
Prev: #46
|
2.2 |
—
|
1,388 | 6.8% |
P
S
|
21,813 | $7,679,388 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MS
Morgan Stanley
|
Financial Services | 0.50% | 0.45% |
#40
4
Prev: #44
|
2.2 |
—
|
6,477 | 16.6% |
P
S
|
45,493 | $7,491,157 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
HD
Home Depot Inc/...
|
Consumer Cyclical | 0.49% | 0.50% |
#41
3
Prev: #38
|
0.7 |
—
|
-19 | -0.1% |
P
S
|
21,974 | $7,231,251 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GILD
Gilead Sciences...
|
Healthcare | 0.48% | 0.39% |
#42
12
Prev: #54
|
0.7 |
—
|
2,426 | 5.0% |
P
S
|
51,281 | $7,151,208 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DIS
Walt Disney Co/...
|
Communication Services | 0.47% | 0.53% |
#43
10
Prev: #33
|
0.7 |
—
|
2,166 | 3.1% |
P
S
|
72,951 | $7,035,125 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ADI
Analog Devices ...
|
Technology | 0.47% | 0.32% |
#44
26
Prev: #70
|
2.7 |
—
|
4,225 | 23.7% |
P
S
|
22,027 | $7,011,764 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CRM
Salesforce Inc
|
Technology | 0.47% | 0.62% |
#45
24
Prev: #21
|
0.7 |
—
|
1,635 | 4.6% |
P
S
|
37,384 | $6,982,548 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AXP
American Expres...
|
Financial Services | 0.47% | 0.52% |
#46
9
Prev: #37
|
2.2 |
—
|
1,598 | 7.5% |
P
S
|
22,911 | $6,934,168 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMAT
Applied Materia...
|
Technology | 0.46% | 0.24% |
#47
52
Prev: #99
|
2.7 |
—
|
5,559 | 38.8% |
P
S
|
19,868 | $6,794,651 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BKNG
Booking Holding...
|
Consumer Cyclical | 0.41% | 0.53% |
#48
14
Prev: #34
|
0.7 |
—
|
-39 | -2.6% |
P
S
|
1,461 | $6,154,871 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AZNCF
AstraZeneca PLC
|
Unknown | 0.41% | — |
#49
Prev: #—
|
3.7 |
—
|
31,725 | — |
NEW
|
31,725 | $6,151,595 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WPM
Wheaton Preciou...
|
Basic Materials | 0.41% | 0.46% |
#50
8
Prev: #42
|
0.2 |
—
|
-13,620 | -22.8% |
P
S
|
46,190 | $6,045,721 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 554 holdings