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Portfolio (Quarterly) Guide ↗

Plato Investment Management Ltd

· CIK 0001984475
13F Portfolio $1.8B AUM 503 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 55 New 149 Added 148 Reduced 75 Exited
Page 1 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 COST Costco Wholesale Corp Consumer Defensive 12,533 $12.5M 0.84% SOLD
2 CSCO Cisco Systems Inc Technology 119,126 $9.2M 0.62% SOLD
3 CRM Salesforce Inc Technology 37,384 $7.0M 0.47% SOLD
4 AMH American Homes 4 Rent Real Estate 49,658 $1.4M 0.09% SOLD
5 CRWD Crowdstrike Holdings Inc Technology 3,486 $1.4M 0.09% SOLD
6 CCJ Cameco Corp Energy 10,881 $1.2M 0.08% SOLD
7 BKE Buckle Inc/The Consumer Cyclical 21,693 $1.1M 0.07% SOLD
8 DVN Devon Energy Corp Energy 19,910 $1.0M 0.07% SOLD
9 Pinnacle Financial Partners In 11,339 $977K 0.07% SOLD
10 GIB CGI Inc Technology 13,406 $977K 0.07% SOLD
11 ENB Enbridge Inc Energy 15,806 $854K 0.06% SOLD
12 FITB Fifth Third Bancorp Financial Services 17,174 $798K 0.05% SOLD
13 RBLX ROBLOX Corp Technology 13,661 $773K 0.05% SOLD
14 DT Dynatrace Inc Technology 20,688 $765K 0.05% SOLD
15 GPN Global Payments Inc Industrials 10,952 $738K 0.05% SOLD
16 WAT Waters Corp Healthcare 2,248 $670K 0.04% SOLD
17 SUI Sun Communities Inc Real Estate 4,674 $589K 0.04% SOLD
18 CRDO Credo Technology Group Holding Technology 4,758 $447K 0.03% SOLD
19 HON Honeywell International Inc Industrials 1,971 $446K 0.03% SOLD
20 OKE ONEOK Inc Energy 3,931 $356K 0.02% SOLD
Page 1 of 4  ·  75 positions
Sector Allocation
Technology 38.4%
Financial Services 13.6%
Healthcare 11.5%
Consumer Cyclical 9.3%
Industrials 8.4%
Communication Services 7.8%
Consumer Defensive 4.0%
Utilities 2.0%
Basic Materials 1.7%
Real Estate 1.7%