Portfolio (Quarterly)
Guide ↗
Plato Investment Management Ltd
· CIK 0001984475| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | MNDY | Monday.com Ltd | Technology | 5,997.0 | $432K | 0.03% | +5K | +360.9% | $71.97 | +31.6% |
| 362 | FOXA | Fox Corp | Communication Services | 8,227.0 | $427K | 0.02% | — | — | $51.86 | +35.0% |
| 363 | CHKP | Check Point Software Technolog | Technology | 3,199.0 | $418K | 0.02% | +1K | +71.8% | $130.66 | -1.6% |
| 364 | CHD | Church & Dwight Co Inc | Consumer Defensive | 4,310.0 | $415K | 0.02% | -186.0 | -4.1% | $96.31 | +5.7% |
| 365 | PHM | PulteGroup Inc | Consumer Cyclical | 2,991.0 | $408K | 0.02% | — | — | $136.41 | -4.8% |
| 366 | WBD | Warner Bros Discovery Inc | Communication Services | 15,373.0 | $407K | 0.02% | -84.0 | -0.5% | $26.50 | +9.0% |
| 367 | — | Enerflex Ltd | — | 16,694.0 | $407K | 0.02% | +3K | +21.0% | $24.41 | — |
| 368 | RKLB | Rocket Lab Corp | Industrials | 3,922.0 | $396K | 0.02% | NEW | — | $101.06 | -33.2% |
| 369 | BR | Broadridge Financial Solutions | Technology | 2,879.0 | $392K | 0.02% | — | — | $136.15 | +36.2% |
| 370 | DGX | Quest Diagnostics Inc | Healthcare | 1,834.0 | $386K | 0.02% | NEW | — | $210.71 | +15.3% |
| 371 | J | Jacobs Solutions Inc | Industrials | 3,084.0 | $386K | 0.02% | NEW | — | $125.26 | +20.5% |
| 372 | SE | Sea Ltd | Consumer Cyclical | 4,004.0 | $381K | 0.02% | -874.0 | -17.9% | $95.27 | +25.7% |
| 373 | CCEP | Coca-Cola Europacific Partners | Consumer Defensive | 3,802.0 | $378K | 0.02% | +49.0 | +1.3% | $99.49 | +10.2% |
| 374 | — | Ingersoll Rand Inc | — | 4,586.0 | $374K | 0.02% | +65.0 | +1.4% | $81.51 | — |
| 375 | PODD | Insulet Corp | Healthcare | 2,356.0 | $357K | 0.02% | — | — | $151.36 | -4.9% |
| 376 | WPC | WP Carey Inc | Real Estate | 4,853.0 | $345K | 0.02% | — | — | $71.08 | +1.0% |
| 377 | DSGX | Descartes Systems Group Inc/Th | Technology | 4,947.0 | $341K | 0.02% | -78.0 | -1.6% | $68.83 | +12.7% |
| 378 | AZO | AutoZone Inc | Consumer Cyclical | 106.0 | $337K | 0.02% | — | — | $3177.29 | -5.1% |
| 379 | VNOM | Viper Energy Inc | Energy | 7,718.0 | $325K | 0.02% | +5K | +238.8% | $42.15 | +5.2% |
| 380 | TEVA | Teva Pharmaceutical Industries | Healthcare | 9,185.0 | $309K | 0.02% | -9K | -48.3% | $33.68 | +12.0% |
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%