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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 20 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WIX Wix.com Ltd Technology 6,855.0 $309K 0.02% $45.11 +87.2%
382 EXEL Exelixis Inc Healthcare 5,702.0 $308K 0.02% +2K +59.9% $54.09 +0.8%
383 HEI HEICO Corp Industrials 864.0 $306K 0.02% NEW $354.11 -0.4%
384 AJG Arthur J Gallagher & Co Financial Services 1,340.0 $306K 0.02% -312.0 -18.9% $228.23 +19.2%
385 DRI Darden Restaurants Inc Consumer Cyclical 1,481.0 $303K 0.02% -49.0 -3.2% $204.81 +10.2%
386 CLX Clorox Co/The Consumer Defensive 3,049.0 $289K 0.02% -3K -51.0% $94.88 +12.9%
387 EQR Equity Residential Real Estate 4,236.0 $286K 0.02% $67.53 -5.7%
388 YOU Clear Secure Inc Technology 5,137.0 $285K 0.02% +4K +249.5% $55.40 -19.3%
389 SNPS Synopsys Inc Technology 640.0 $284K 0.02% +11.0 +1.8% $443.47 -11.0%
390 HUM Humana Inc Healthcare 708.0 $280K 0.02% -248.0 -25.9% $394.90 -2.1%
391 AEM Agnico Eagle Mines Ltd Basic Materials 1,802.0 $278K 0.02% -9K -83.2% $154.41 +41.1%
392 JKHY Jack Henry & Associates Inc Technology 2,013.0 $276K 0.02% $136.94 +24.5%
393 MTZ MasTec Inc Industrials 659.0 $273K 0.02% NEW $413.63 -38.3%
394 TW Tradeweb Markets Inc Financial Services 2,689.0 $266K 0.01% -4K -61.1% $99.08 +9.4%
395 CDW CDW Corp/DE Technology 1,903.0 $266K 0.01% NEW $139.82 -5.2%
396 SNAP Snap Inc Communication Services 58,175.0 $257K 0.01% NEW $4.41 +25.3%
397 VSNT Versant Media Group Inc Industrials 6,882.0 $246K 0.01% $35.80 +9.9%
398 UNFI United Natural Foods Inc Consumer Defensive 5,384.0 $244K 0.01% +4K +396.7% $45.40 +6.9%
399 CSGP CoStar Group Inc Real Estate 8,565.0 $241K 0.01% $28.15 +16.6%
400 JLL Jones Lang LaSalle Inc Real Estate 729.0 $225K 0.01% $308.14 +25.7%
Page 20 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%