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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 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APA APA Corp Energy 382.0 $12K 0.00% NEW $32.38 +32.7%
42 AG First Majestic Silver Corp Basic Materials 620.0 $10K 0.00% NEW $16.87 +23.5%
43 TDC Teradata Corp Technology 293.0 $10K 0.00% NEW $34.45 -20.1%
44 SU Suncor Energy Inc Energy 166.0 $9K 0.00% NEW $53.46 +26.0%
45 SONO Sonos Inc Technology 549.0 $7K NEW $13.45 +14.6%
46 HAFN Hafnia Ltd Industrials 1,000.0 $6K NEW $6.50 +25.1%
47 PII Polaris Inc Consumer Cyclical 94.0 $6K NEW $68.04 -5.4%
48 MEDP Medpace Holdings Inc Healthcare 12.0 $6K NEW $526.50 +17.8%
49 TTEK Tetra Tech Inc Industrials 190.0 $5K NEW $28.72 +28.3%
50 AMN AMN Healthcare Services Inc Healthcare 150.0 $5K NEW $32.18 +7.2%
51 UHAL U-Haul Holding Co 72.0 $5K NEW $65.06
52 ODFL Old Dominion Freight Line Inc Industrials 18.0 $4K NEW $215.33 -6.4%
53 ALB Albemarle Corp Basic Materials 26.0 $3K NEW $134.23 +5.4%
54 ARCB ArcBest Corp Industrials 13.0 $2K NEW $142.69 -5.8%
55 CNQ Canadian Natural Resources Ltd Energy 4.0 $157.0 NEW $39.25 +29.1%
Page 3 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%