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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 19 of 25  ·  496 positions
# 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%
Page 19 of 25  ·  496 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%