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Portfolio (Quarterly) Guide ↗

Plato Investment Management Ltd

· CIK 0001984475
13F Portfolio $1.5B AUM 516 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 172 Added 108 Reduced 38 Exited
Page 18 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TEVA Teva Pharmaceutical Industries Healthcare 17,768.0 $535K 0.04% +15K +515.0% $30.14 +14.8%
342 NEM Newmont Corp Basic Materials 4,919.0 $533K 0.04% +3K +123.8% $108.31 +3.0%
343 NBIX Neurocrine Biosciences Inc Healthcare 3,981.0 $525K 0.04% $131.82 +18.1%
344 MAS Masco Corp Industrials 8,410.0 $508K 0.03% $60.41 +14.1%
345 AXON Axon Enterprise Inc Industrials 1,195.0 $508K 0.03% $424.94 -9.3%
346 VTR Ventas Inc Real Estate 6,091.0 $498K 0.03% +4K +225.7% $81.83 +7.8%
347 PODD Insulet Corp Healthcare 2,356.0 $495K 0.03% $209.96 -26.7%
348 AVB AvalonBay Communities Inc Real Estate 3,004.0 $491K 0.03% -41.0 -1.4% $163.45 +13.2%
349 FOXA Fox Corp Communication Services 8,227.0 $481K 0.03% $58.43 +11.2%
350 Block Inc 7,835.0 $472K 0.03% +5K +152.6% $60.22
351 BR Broadridge Financial Solutions Technology 2,879.0 $468K 0.03% $162.57 -9.6%
352 CW Curtiss-Wright Corp Industrials 683.0 $465K 0.03% NEW $681.52 +10.1%
353 CRDO Credo Technology Group Holding Technology 4,758.0 $447K 0.03% $93.92 +136.0%
354 HON Honeywell International Inc Industrials 1,971.0 $446K 0.03% +377.0 +23.6% $226.16 +2.5%
355 FICO Fair Isaac Corp Technology 414.0 $442K 0.03% +134.0 +47.9% $1068.16 +17.9%
356 GLW Corning Inc Technology 3,227.0 $439K 0.03% NEW $136.05 +44.2%
357 Sandisk Corp/DE 678.0 $431K 0.03% NEW $635.71
358 WBD Warner Bros Discovery Inc Communication Services 15,457.0 $425K 0.03% $27.48 -1.6%
359 SUNB Sunbelt Rentals Holdings Inc Financial Services 6,768.0 $424K 0.03% NEW $62.70 +25.3%
360 CHD Church & Dwight Co Inc Consumer Defensive 4,496.0 $420K 0.03% -932.0 -17.2% $93.37 +3.5%
Page 18 of 26  ·  516 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 34.0%
Financial Services 13.0%
Healthcare 11.2%
Communication Services 10.5%
Consumer Cyclical 9.5%
Industrials 7.4%
Consumer Defensive 5.5%
Energy 3.2%
Utilities 2.1%
Basic Materials 1.8%