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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 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 Hologic Inc 4,668 $353K 0.02% SOLD
22 IBKR Interactive Brokers Group Inc Financial Services 4,070 $273K 0.02% SOLD
23 RACE Ferrari NV Consumer Cyclical 761 $253K 0.02% SOLD
24 AFRM Affirm Holdings Inc Technology 5,440 $249K 0.02% SOLD
25 DPZ Domino's Pizza Inc Consumer Cyclical 648 $233K 0.02% SOLD
26 JXN Jackson Financial Inc Financial Services 2,126 $225K 0.01% SOLD
27 FNF Fidelity National Financial In Financial Services 4,203 $195K 0.01% SOLD
28 EAT Brinker International Inc Consumer Cyclical 1,281 $183K 0.01% SOLD
29 Thomson Reuters Corp 2,010 $181K 0.01% SOLD
30 RDDT Reddit Inc Communication Services 1,321 $178K 0.01% SOLD
31 KSS Kohl's Corp Consumer Cyclical 11,538 $149K 0.01% SOLD
32 ACI Albertsons Cos Inc Consumer Defensive 8,615 $147K 0.01% SOLD
33 Brown-Forman Corp 5,171 $137K 0.01% SOLD
34 TRGP Targa Resources Corp Energy 516 $129K 0.01% SOLD
35 DUK Duke Energy Corp Utilities 795 $104K 0.01% SOLD
36 HALO Halozyme Therapeutics Inc Healthcare 1,555 $101K 0.01% SOLD
37 CRBG Corebridge Financial Inc 3,609 $86K 0.01% SOLD
38 GRAB Grab Holdings Ltd Technology 21,468 $79K 0.01% SOLD
39 Z Zillow Group Inc Communication Services 1,849 $77K 0.01% SOLD
40 ROKU Roku Inc Communication Services 789 $75K 0.01% SOLD
Page 2 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%