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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 22 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RNG RingCentral Inc Technology 3,030.0 $117K 0.01% -1K -32.6% $38.75 +73.1%
422 BMRN BioMarin Pharmaceutical Inc Healthcare 2,024.0 $115K 0.01% $56.89 +14.4%
423 ORLA Orla Mining Ltd Basic Materials 11,376.0 $111K 0.01% NEW $9.72 -2.9%
424 HAS Hasbro Inc Consumer Cyclical 1,340.0 $110K 0.01% $82.11 +16.2%
425 TYL Tyler Technologies Inc Technology 358.0 $104K 0.01% $290.75 +22.4%
426 RRC Range Resources Corp Energy 2,685.0 $99K 0.01% +2K +1291.2% $36.97 +11.6%
427 Ralliant Corp 1,302.0 $95K 0.01% NEW $73.20
428 DOO BRP Inc Consumer Cyclical 1,564.0 $95K 0.01% -2K -54.2% $60.70 +5.1%
429 FTAI Aviation Ltd 335.0 $90K 0.01% -1K -76.8% $268.95
430 CGNX Cognex Corp Technology 1,239.0 $89K 0.01% +68.0 +5.8% $72.00 -18.7%
431 CSL Carlisle Cos Inc Industrials 244.0 $88K 0.01% NEW $360.64 +0.5%
432 DVA DaVita Inc Healthcare 393.0 $87K 0.01% NEW $221.18 -20.2%
433 TRMB Trimble Inc Technology 1,685.0 $86K 0.01% -3K -64.1% $50.88 +19.2%
434 FTDR Frontdoor Inc Consumer Cyclical 1,076.0 $83K 0.01% NEW $77.14 +7.3%
435 BILL BILL Holdings Inc Technology 1,974.0 $71K 0.00% +2K +3190.0% $35.95 +34.0%
436 Iridium Communications Inc 1,153.0 $63K 0.00% -117.0 -9.2% $54.53
437 HRB H&R Block Inc Consumer Cyclical 1,614.0 $61K 0.00% NEW $37.86 +41.8%
438 NJR New Jersey Resources Corp Utilities 1,071.0 $60K 0.00% $55.71 -3.5%
439 PBI Pitney Bowes Inc Industrials 3,163.0 $55K 0.00% NEW $17.42 -5.1%
440 AGX Argan Inc Industrials 65.0 $52K 0.00% NEW $793.89 -40.9%
Page 22 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%