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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 24 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DOCS Doximity Inc Healthcare 365.0 $8K -94.0 -20.5% $20.62 +22.7%
462 SONO Sonos Inc Technology 549.0 $7K NEW $13.45 +14.6%
463 FANG Diamondback Energy Inc Energy 40.0 $7K $174.75 +17.7%
464 TECK Teck Resources Ltd Basic Materials 117.0 $7K +28.0 +31.5% $59.19 +18.6%
465 GDRX GoodRx Holdings Inc Healthcare 2,385.0 $7K $2.86 +20.1%
466 ALGN Align Technology Inc Healthcare 40.0 $7K -266.0 -86.9% $167.68 -4.8%
467 HAFN Hafnia Ltd Industrials 1,000.0 $6K NEW $6.50 +25.1%
468 PII Polaris Inc Consumer Cyclical 94.0 $6K NEW $68.04 -5.4%
469 MEDP Medpace Holdings Inc Healthcare 12.0 $6K NEW $526.50 +17.8%
470 CVLT Commvault Systems Inc Technology 41.0 $6K $140.90 -6.9%
471 NDSN Nordson Corp Industrials 19.0 $6K -26.0 -57.8% $299.95 +11.3%
472 TTEK Tetra Tech Inc Industrials 190.0 $5K NEW $28.72 +28.3%
473 FSM Fortuna Mining Corp Basic Materials 640.0 $5K -7K -91.5% $8.40 +45.1%
474 OSK Oshkosh Corp Industrials 33.0 $5K $152.58 +2.5%
475 AMN AMN Healthcare Services Inc Healthcare 150.0 $5K NEW $32.18 +7.2%
476 TTWO Take-Two Interactive Software Communication Services 19.0 $5K -468.0 -96.1% $248.53 -6.0%
477 UHAL U-Haul Holding Co 72.0 $5K NEW $65.06
478 FUTU Futu Holdings Ltd Financial Services 49.0 $5K -6K -99.2% $93.18 +24.3%
479 KKR KKR & Co Inc 47.0 $4K $91.23
480 GLPI Gaming and Leisure Properties Real Estate 88.0 $4K $44.27 -0.8%
Page 24 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%