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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 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 GWRE Guidewire Software Inc Technology 374 $56K 0.00% SOLD
42 BAH Booz Allen Hamilton Holding Co Industrials 624 $49K 0.00% SOLD
43 LSPD Lightspeed Commerce Inc Technology 5,292 $47K 0.00% SOLD
44 SOLV Solventum Corp Healthcare 696 $45K 0.00% SOLD
45 CSTM Constellium SE Basic Materials 1,781 $44K 0.00% SOLD
46 GAP Gap Inc/The Consumer Cyclical 1,094 $26K 0.00% SOLD
47 FISV Fiserv Inc Technology 435 $24K 0.00% SOLD
48 GS Goldman Sachs Group Inc/The Financial Services 21 $18K 0.00% SOLD
49 BHC Bausch Health Cos Inc Healthcare 2,941 $16K 0.00% SOLD
50 TPC Tutor Perini Corp Industrials 118 $9K 0.00% SOLD
51 DD DuPont de Nemours Inc Basic Materials 157 $7K SOLD
52 AYI Acuity Inc Industrials 23 $6K SOLD
53 RVTY Revvity Inc Healthcare 69 $6K SOLD
54 NRG NRG Energy Inc Utilities 33 $5K SOLD
55 ESI Element Solutions Inc Basic Materials 140 $5K SOLD
56 MGM MGM Resorts International Consumer Cyclical 127 $5K SOLD
57 TIGO Millicom International Cellula Communication Services 58 $4K SOLD
58 PVH PVH Corp Consumer Cyclical 57 $4K SOLD
59 ADNT Adient PLC Consumer Cyclical 181 $4K SOLD
60 LULU Lululemon Athletica Inc Consumer Cyclical 21 $3K SOLD
Page 3 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%