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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 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 Aptiv PLC 10,197.0 $622K 0.04% -6K -38.5% $61.02
102 ATO Atmos Energy Corp Utilities 3,520.0 $603K 0.03% -2K -38.6% $171.27 -2.0%
103 ZM Zoom Communications Inc Technology 7,023.0 $603K 0.03% -3K -27.9% $85.81 +22.2%
104 A Agilent Technologies Inc Healthcare 4,557.0 $602K 0.03% -2K -31.1% $132.06 +16.2%
105 Block Inc 7,782.0 $588K 0.03% -53.0 -0.7% $75.56
106 DOCU Docusign Inc Technology 12,138.0 $536K 0.03% -396.0 -3.2% $44.16 +41.7%
107 AXON Axon Enterprise Inc Industrials 943.0 $526K 0.03% -252.0 -21.1% $557.34 +7.2%
108 EA Electronic Arts Inc Communication Services 2,195.0 $447K 0.03% -3K -60.4% $203.84 +2.9%
109 CHD Church & Dwight Co Inc Consumer Defensive 4,310.0 $415K 0.02% -186.0 -4.1% $96.31 +6.5%
110 WBD Warner Bros Discovery Inc Communication Services 15,373.0 $407K 0.02% -84.0 -0.5% $26.50 +8.3%
111 SE Sea Ltd Consumer Cyclical 4,004.0 $381K 0.02% -874.0 -17.9% $95.27 +21.4%
112 DSGX Descartes Systems Group Inc/Th Technology 4,947.0 $341K 0.02% -78.0 -1.6% $68.83 +14.0%
113 TEVA Teva Pharmaceutical Industries Healthcare 9,185.0 $309K 0.02% -9K -48.3% $33.68 +9.6%
114 AJG Arthur J Gallagher & Co Financial Services 1,340.0 $306K 0.02% -312.0 -18.9% $228.23 +19.2%
115 DRI Darden Restaurants Inc Consumer Cyclical 1,481.0 $303K 0.02% -49.0 -3.2% $204.81 +10.1%
116 CLX Clorox Co/The Consumer Defensive 3,049.0 $289K 0.02% -3K -51.0% $94.88 +12.9%
117 HUM Humana Inc Healthcare 708.0 $280K 0.02% -248.0 -25.9% $394.90 -2.1%
118 AEM Agnico Eagle Mines Ltd Basic Materials 1,802.0 $278K 0.02% -9K -83.2% $154.41 +41.1%
119 TW Tradeweb Markets Inc Financial Services 2,689.0 $266K 0.01% -4K -61.1% $99.08 +9.4%
120 CHTR Charter Communications Inc Communication Services 1,368.0 $193K 0.01% -3K -69.8% $141.38 +6.3%
Page 6 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%