Portfolio (Quarterly)
Guide ↗
Plato Investment Management Ltd
· CIK 0001984475| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | MTD | Mettler-Toledo International I | Healthcare | 1,081.0 | $1.4M | 0.08% | -260.0 | -19.4% | $1270.06 | +10.1% |
| 62 | MTB | M&T Bank Corp | Financial Services | 5,703.0 | $1.3M | 0.08% | -3K | -31.5% | $236.62 | +2.2% |
| 63 | — | TotalEnergies SE | — | 17,447.0 | $1.3M | 0.08% | -8K | -30.1% | $77.30 | — |
| 64 | ALL | Allstate Corp/The | Financial Services | 5,669.0 | $1.3M | 0.08% | -830.0 | -12.8% | $236.55 | +10.0% |
| 65 | — | IQVIA Holdings Inc | — | 6,960.0 | $1.3M | 0.08% | -2K | -20.4% | $192.09 | — |
| 66 | CDNS | Cadence Design Systems Inc | Technology | 3,546.0 | $1.3M | 0.08% | -4K | -53.8% | $373.13 | -15.3% |
| 67 | DDOG | Datadog Inc | Technology | 5,073.0 | $1.3M | 0.07% | -40.0 | -0.8% | $258.84 | -12.8% |
| 68 | TPL | Texas Pacific Land Corp | Energy | 3,003.0 | $1.3M | 0.07% | -3K | -46.9% | $435.09 | -14.2% |
| 69 | BSX | Boston Scientific Corp | Healthcare | 30,788.0 | $1.3M | 0.07% | -12K | -28.7% | $42.43 | +15.5% |
| 70 | KGC | Kinross Gold Corp | Basic Materials | 54,708.0 | $1.3M | 0.07% | -640.0 | -1.2% | $23.53 | +40.2% |
| 71 | MELI | MercadoLibre Inc | Consumer Cyclical | 759.0 | $1.3M | 0.07% | -258.0 | -25.4% | $1687.49 | +15.4% |
| 72 | DB | Deutsche Bank AG | Financial Services | 37,024.0 | $1.2M | 0.07% | -30K | -45.1% | $33.60 | +14.3% |
| 73 | ED | Consolidated Edison Inc | Utilities | 10,713.0 | $1.2M | 0.07% | -14K | -57.5% | $109.98 | -2.1% |
| 74 | FAST | Fastenal Co | Industrials | 24,200.0 | $1.2M | 0.07% | -11K | -31.9% | $47.75 | +7.4% |
| 75 | SNDK | Sandisk Corp | Technology | 500.0 | $1.1M | 0.07% | -178.0 | -26.2% | $2260.46 | -33.9% |
| 76 | ALNY | Alnylam Pharmaceuticals Inc | Healthcare | 3,671.0 | $1.1M | 0.06% | -3K | -41.2% | $299.27 | -21.1% |
| 77 | ORLY | O'Reilly Automotive Inc | Consumer Cyclical | 11,926.0 | $1.1M | 0.06% | -2K | -12.0% | $91.55 | -1.0% |
| 78 | NKE | NIKE Inc | Consumer Cyclical | 25,250.0 | $1.0M | 0.06% | -13K | -33.7% | $40.81 | -0.1% |
| 79 | SBAC | SBA Communications Corp | Real Estate | 5,764.0 | $1.0M | 0.06% | -1K | -20.6% | $175.43 | +5.5% |
| 80 | CTAS | Cintas Corp | Industrials | 5,914.0 | $1000K | 0.06% | -368.0 | -5.9% | $169.09 | +22.7% |
① 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%