Portfolio (Quarterly)
Guide ↗
Plato Investment Management Ltd
· CIK 0001984475| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | TEAM | Atlassian Corp | Technology | 11,333.0 | $1.8M | 0.12% | NEW | — | $162.93 | -45.3% |
| 182 | HCA | HCA Healthcare Inc | Healthcare | 3,908.0 | $1.8M | 0.12% | NEW | — | $469.14 | -16.4% |
| 183 | GIS | General Mills Inc | Consumer Defensive | 38,107.0 | $1.8M | 0.12% | NEW | — | $46.73 | -28.0% |
| 184 | SPOT | Spotify Technology SA | Communication Services | 2,979.0 | $1.7M | 0.11% | NEW | — | $583.54 | -12.1% |
| 185 | STN | Stantec Inc | Industrials | 18,248.0 | $1.7M | 0.11% | NEW | — | $94.95 | -20.5% |
| 186 | TROW | T Rowe Price Group Inc | Financial Services | 16,450.0 | $1.7M | 0.11% | NEW | — | $102.88 | +1.6% |
| 187 | ZM | Zoom Communications Inc | Technology | 19,472.0 | $1.7M | 0.11% | NEW | — | $86.71 | +15.3% |
| 188 | MTB | M&T Bank Corp | Financial Services | 8,322.0 | $1.7M | 0.11% | NEW | — | $202.46 | +6.2% |
| 189 | CEG | Constellation Energy Corp | Utilities | 4,715.0 | $1.7M | 0.11% | NEW | — | $354.99 | -18.7% |
| 190 | OTIS | Otis Worldwide Corp | Industrials | 19,033.0 | $1.7M | 0.11% | NEW | — | $87.78 | -18.2% |
| 191 | AON | Aon PLC | Financial Services | 4,697.0 | $1.7M | 0.11% | NEW | — | $354.60 | -10.2% |
| 192 | CAH | Cardinal Health Inc | Healthcare | 8,001.0 | $1.7M | 0.11% | NEW | — | $206.50 | -3.2% |
| 193 | CRWD | Crowdstrike Holdings Inc | Technology | 3,486.0 | $1.6M | 0.11% | NEW | — | $471.05 | +37.0% |
| 194 | DASH | DoorDash Inc | Communication Services | 7,161.0 | $1.6M | 0.11% | NEW | — | $227.58 | -30.8% |
| 195 | TXT | Textron Inc | Industrials | 18,505.0 | $1.6M | 0.11% | NEW | — | $87.59 | +5.4% |
| 196 | URI | United Rentals Inc | Industrials | 1,988.0 | $1.6M | 0.11% | NEW | — | $813.27 | +21.5% |
| 197 | BCE | BCE Inc | Communication Services | 67,350.0 | $1.6M | 0.11% | NEW | — | $24.00 | +4.5% |
| 198 | AMH | American Homes 4 Rent | Real Estate | 49,658.0 | $1.6M | 0.10% | NEW | — | $32.26 | -0.5% |
| 199 | DHI | DR Horton Inc | Consumer Cyclical | 11,021.0 | $1.6M | 0.10% | NEW | — | $144.73 | +2.1% |
| 200 | APOS | Apollo Global Management Inc | Financial Services | 10,920.0 | $1.6M | 0.10% | NEW | — | $145.47 | -82.1% |
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
35.5%
Financial Services
13.4%
Communication Services
10.8%
Healthcare
10.7%
Consumer Cyclical
10.0%
Industrials
6.7%
Consumer Defensive
5.1%
Energy
2.3%
Basic Materials
2.0%
Real Estate
1.8%