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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 4 of 8  ·  148 positions
# 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%
Page 4 of 8  ·  148 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%