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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 25 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ODFL Old Dominion Freight Line Inc Industrials 18.0 $4K NEW $215.33 -6.4%
482 ALB Albemarle Corp Basic Materials 26.0 $3K NEW $134.23 +5.4%
483 EXR Extra Space Storage Inc Real Estate 24.0 $3K -94.0 -79.7% $144.46 +1.2%
484 TDOC Teladoc Health Inc Healthcare 349.0 $3K $8.43 -26.5%
485 BSY Bentley Systems Inc Technology 97.0 $3K -10K -99.0% $29.71 +26.8%
486 ARCB ArcBest Corp Industrials 13.0 $2K NEW $142.69 -5.8%
487 LH Labcorp Holdings Inc Healthcare 5.0 $1K $278.40 +21.9%
488 ON ON Semiconductor Corp Technology 13.0 $1K $94.00 -23.5%
489 NTRS Northern Trust Corp Financial Services 7.0 $1K $172.86 +8.0%
490 PATH UiPath Inc Technology 107.0 $1K $10.80 +53.4%
491 VST Vistra Corp Utilities 6.0 $946.0 -13.0 -68.4% $157.67 -14.0%
492 PSTG Everpure Inc 11.0 $862.0 -4K -99.7% $78.36
493 BL BlackLine Inc Technology 29.0 $809.0 $27.90 +14.6%
494 RB Global Inc 3.0 $347.0 -4K -99.9% $115.67
495 CNQ Canadian Natural Resources Ltd Energy 4.0 $157.0 NEW $39.25 +29.1%
496 TRU TransUnion Industrials 1.0 $72.0 -53.0 -98.2% $72.00 +17.9%
Page 25 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%