Portfolio (Quarterly)
Guide ↗
Plato Investment Management Ltd
· CIK 0001984475| # | 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% |
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%