Plato-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "JWN",
  "PINS",
  "SE",
  "FSV",
  "HOOD",
  "FLEX",
  "MPWR",
  "NVR",
  "RNG",
  "QRVO",
  "OSK",
  "TROW",
  "RJF",
  "MOS",
  "EFX.TO",
  "AKAM",
  "GIL",
  "LYFT",
  "HUM",
  "BEPC",
  "PCG",
  "AWR",
  "RF",
  "FTI",
  "QSR",
  "FWONK",
  "SNOW",
  "MU",
  "BKE",
  "ACN",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "JEF",
  "JLL",
  "ALL",
  "GOOGL",
  "ALNY",
  "AXP",
  "AFRM",
  "AIG",
  "TEAM",
  "T",
  "BLK",
  "AYI",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "BRO",
  "BSX",
  "CCI",
  "COF",
  "CMI",
  "ZD",
  "DUK",
  "DT",
  "ROKU",
  "ESS",
  "PAGP",
  "KWR",
  "EBAY",
  "SBH",
  "WTRG",
  "EOG",
  "EXPE",
  "EXPD",
  "LOGI",
  "FERG",
  "ADNT",
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "IRDM",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  "RPM",
  "FNV",
  "BEN",
  "UNP",
  "QCOM",
  "GLPI",
  "ISRG",
  "FRSH",
  "ACI",
  "HEI-A",
  "HUBB",
  "HUBS",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "NBIX",
  "ICE",
  "META",
  "ORLA",
  null,
  "IQV",
  "KGC",
  "KMI",
  "LHX",
  "LRCX",
  "L",
  "MPC",
  "MMC",
  "SLF",
  "PWR",
  "MRVL",
  "MA",
  "EXEL",
  "PODD",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DOCS",
  "NDAQ",
  "EQIX",
  "EXC",
  "FIS",
  "FTV",
  "GE",
  "NTRS",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "TEVA",
  "ILMN",
  "OMC",
  "ODFL",
  "ORLY",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "ANET",
  "KKR",
  "KLAC",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "AMH",
  "REG",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "PHM",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  "KEYS",
  "LPLA",
  "MKC",
  "AMGN",
  "KVUE",
  "MAS",
  "PPG",
  "REGN",
  "IOT",
  "ROK",
  "SPGI",
  "RY",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "O",
  "ROST",
  "RTX",
  "AMT",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UTHR",
  "UPS",
  "MET",
  "RCL",
  "DCBO",
  "SCHW",
  "MNST",
  "PPC",
  "ALC",
  null,
  "JBL",
  "SBAC",
  "NJR",
  "EME",
  "TXT",
  "NTNX",
  "ULTA",
  "MTD",
  "GDDY",
  "TSM",
  "IT",
  "GDRX",
  "GPN",
  "RMD",
  "BN.TO",
  "VTR",
  "DD",
  "VRTX",
  null,
  "EA",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  "HWC",
  "RRC",
  "ALGN",
  "ADSK",
  "AON",
  "VNOM",
  "GM",
  "APTV",
  "ACGL",
  "AVY",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "AVB",
  "EL",
  "FI",
  "EPAM",
  "DRI",
  "WAB",
  "TAP",
  "F",
  "DECK",
  "AJG",
  "FTNT",
  "IR",
  "AIZ",
  "CAH",
  "BKR",
  "CIGI",
  "FVRR",
  null,
  "ES",
  "IDCC",
  "INVH",
  "IDXX",
  "AOS",
  "RACE",
  "PEG",
  "DHI",
  "AMZN",
  "MSI",
  "HCA",
  "PFG",
  "OVV",
  "DKS",
  "TPL",
  "ELS",
  "PDD",
  "ACM",
  "USB",
  "VLO",
  "VET",
  "VLTO",
  "VRNT",
  "VEEV",
  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WSM",
  "WPM",
  "WTW",
  "WMB",
  "WSC",
  "WIX",
  "WPC",
  "WDAY",
  "YUM",
  "Z",
  "XYL",
  "ZBRA",
  "GTM",
  "SOLV",
  "ESI",
  "EXPI",
  "POWI",
  "GRMN",
  null,
  "FOXA",
  "MTB",
  "GEN",
  "AEM",
  "BIIB",
  "CHKP",
  "OR",
  "LEA",
  "MSCI",
  "EIX",
  "LUMN",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "MGM",
  "ESLT",
  "MNDY",
  "SO",
  "RDWR",
  "TTD",
  "ON",
  "TRMB",
  "TDOC",
  "OKTA",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "STN",
  "RBLX",
  "RDDT",
  "SYY",
  "OTEX",
  "SPOT",
  "MANH",
  "GEV",
  "CHWY",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "GAP",
  "MCK",
  "EXR",
  "NGD",
  "GWW",
  "NTAP",
  "PSA",
  "SYF",
  "PAYC",
  "AME",
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AXTA",
  "BALL",
  "BAC",
  "BNS",
  "BHC",
  "BK",
  "BRK-B",
  "BDX",
  "BSY",
  "BVS",
  "BIO",
  "BILL",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BAH",
  null,
  "SAM",
  "EAT",
  "BMY",
  "BF-B",
  "DOOO",
  "BAM.TO",
  "BR",
  "CACI",
  "CHRW",
  "BXP",
  "BURL",
  "CAE",
  "CCJ",
  "CM",
  "CDNS",
  "CDNA",
  "CVNA",
  "CARR",
  "CSL",
  "CBRE",
  "CGAU",
  "CNC",
  "CVX",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "YOU",
  "CME",
  "KO",
  "CCEP",
  "COIN",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CVLT",
  "COMP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CRBG",
  "CTRA",
  "COUR",
  "COST",
  "CTVA",
  "CSGP",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "CVAC",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DAY",
  "DE",
  "DB",
  "DSGX",
  "DXCM",
  "DFS",
  "DOCU",
  "DPZ",
  "ADI",
  "MCO",
  "VMC",
  "NKE",
  "STT",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "AWK",
  "APO",
  "URI",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-20
Total Holdings: 527
Total Value: 1186645442
Accession Number: 0001984475-25-000005
Form Type: 13F-HR
CIK: plato-investment-management
Manager Name: Plato-Investment-Management

Data Enrichment

99% identified

520 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

527 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:21.8K

Value:$338.1K

% of Portfolio:0.0% ($338.1K/$1.2B)

Doximity, Inc.

DOCS|26622P107

Shares:5.7K

Value:$336.2K

% of Portfolio:0.0% ($336.2K/$1.2B)

Constellation Energy Corp

CEG|21037T109

Shares:1.6K

Value:$333.6K

% of Portfolio:0.0% ($333.6K/$1.2B)

HUBSPOT INC

HUBS|443573100

Shares:572

Value:$330.3K

% of Portfolio:0.0% ($330.3K/$1.2B)

PLAINS GP HOLDINGS LP

PAGP|72651A207

Shares:15.2K

Value:$328.3K

% of Portfolio:0.0% ($328.3K/$1.2B)

Trade Desk, Inc.

TTD|88339J105

Shares:5.9K

Value:$327.3K

% of Portfolio:0.0% ($327.3K/$1.2B)

COOPER COMPANIES, INC.

COO|216648501

Shares:3.8K

Value:$326.3K

% of Portfolio:0.0% ($326.3K/$1.2B)

Edwards Lifesciences Corp

EW|28176E108

Shares:4.4K

Value:$324.2K

% of Portfolio:0.0% ($324.2K/$1.2B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.5K

Value:$320.5K

% of Portfolio:0.0% ($320.5K/$1.2B)

Clear Secure, Inc.

YOU|18467V109

Shares:12.2K

Value:$320.4K

% of Portfolio:0.0% ($320.4K/$1.2B)

TRIMBLE INC.

TRMB|896239100

Shares:4.7K

Value:$311.4K

% of Portfolio:0.0% ($311.4K/$1.2B)

PULTEGROUP INC/MI/

PHM|745867101

Shares:3.0K

Value:$310.8K

% of Portfolio:0.0% ($310.8K/$1.2B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:10.7K

Value:$307.2K

% of Portfolio:0.0% ($307.2K/$1.2B)

Avery Dennison Corp

AVY|053611109

Shares:1.6K

Value:$296.8K

% of Portfolio:0.0% ($296.8K/$1.2B)

Veralto Corp

VLTO|92338C103

Shares:3.0K

Value:$295.7K

% of Portfolio:0.0% ($295.7K/$1.2B)

Robinhood Markets, Inc.

HOOD|770700102

Shares:7.0K

Value:$294.8K

% of Portfolio:0.0% ($294.8K/$1.2B)

HOLOGIC INC

HOLX|436440101

Shares:4.7K

Value:$292.9K

% of Portfolio:0.0% ($292.9K/$1.2B)

BIO-TECHNE Corp

TECH|09073M104

Shares:4.7K

Value:$280.9K

% of Portfolio:0.0% ($280.9K/$1.2B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:2.8K

Value:$274.4K

% of Portfolio:0.0% ($274.4K/$1.2B)

Dynatrace, Inc.

DT|268150109

Shares:5.4K

Value:$255.6K

% of Portfolio:0.0% ($255.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	21.8K	QoQ -52.95% (-24.5K) YoY NEW(+21.8K)	All Managers (Combined)	$338.1K	0.0% ($338.1K/$1.2B)	QoQ -66.95% (-$685.1K) YoY NEW(+$338.1K)
Doximity, Inc.(DOCScusip26622P107)	5.7K	QoQ +48.04% (+1.9K) YoY NEW(+5.7K)	All Managers (Combined)	$336.2K	0.0% ($336.2K/$1.2B)	QoQ +62.07% (+$128.8K) YoY NEW(+$336.2K)
Constellation Energy Corp(CEGcusip21037T109)	1.6K	QoQ -12.92% (-243) YoY +1698.90% (+1.5K)	All Managers (Combined)	$333.6K	0.0% ($333.6K/$1.2B)	QoQ -20.95% (-$88.5K) YoY +1883.50% (+$316.8K)
HUBSPOT INC(HUBScusip443573100)	572	QoQ +27.67% (+124) YoY +27.67% (+124)	All Managers (Combined)	$330.3K	0.0% ($330.3K/$1.2B)	QoQ +5.43% (+$17.0K) YoY +17.67% (+$49.6K)
PLAINS GP HOLDINGS LP(PAGPcusip72651A207)	15.2K	QoQ -57.54% (-20.6K) YoY +23.76% (+2.9K)	All Managers (Combined)	$328.3K	0.0% ($328.3K/$1.2B)	QoQ -50.31% (-$332.4K) YoY +46.42% (+$104.1K)
Trade Desk, Inc.(TTDcusip88339J105)	5.9K	QoQ -66.07% (-11.5K) YoY -70.68% (-14.3K)	All Managers (Combined)	$327.3K	0.0% ($327.3K/$1.2B)	QoQ -84.09% (-$1.7M) YoY -81.45% (-$1.4M)
COOPER COMPANIES, INC.(COOcusip216648501)	3.8K	QoQ 0.00% (-0) YoY NEW(+3.8K)	All Managers (Combined)	$326.3K	0.0% ($326.3K/$1.2B)	QoQ -7.58% (-$26.8K) YoY NEW(+$326.3K)
Edwards Lifesciences Corp(EWcusip28176E108)	4.4K	QoQ -2.98% (-136) YoY -41.16% (-3.1K)	All Managers (Combined)	$324.2K	0.0% ($324.2K/$1.2B)	QoQ -4.33% (-$14.7K) YoY -54.89% (-$394.5K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.5K	QoQ +2.41% (+36) YoY +2.41% (+36)	All Managers (Combined)	$320.5K	0.0% ($320.5K/$1.2B)	QoQ +14.79% (+$41.3K) YoY +28.67% (+$71.4K)
Clear Secure, Inc.(YOUcusip18467V109)	12.2K	QoQ +18.24% (+1.9K) YoY +25387.50% (+12.2K)	All Managers (Combined)	$320.4K	0.0% ($320.4K/$1.2B)	QoQ +15.83% (+$43.8K) YoY +31282.76% (+$319.4K)
TRIMBLE INC.(TRMBcusip896239100)	4.7K	QoQ 0.00% (-0) YoY +66928.57% (+4.7K)	All Managers (Combined)	$311.4K	0.0% ($311.4K/$1.2B)	QoQ -6.42% (-$21.4K) YoY +68939.46% (+$310.9K)
PULTEGROUP INC/MI/(PHMcusip745867101)	3.0K	QoQ -37.24% (-1.8K) YoY -67.95% (-6.3K)	All Managers (Combined)	$310.8K	0.0% ($310.8K/$1.2B)	QoQ -40.33% (-$210.1K) YoY -72.39% (-$815.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$307.2K	0.0% ($307.2K/$1.2B)	QoQ NEW(+$307.2K) YoY NEW(+$307.2K)
Avery Dennison Corp(AVYcusip053611109)	1.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$296.8K	0.0% ($296.8K/$1.2B)	QoQ -4.21% (-$13.1K) YoY -19.41% (-$71.5K)
Veralto Corp(VLTOcusip92338C103)	3.0K	QoQ +0.50% (-15) YoY +1125.30% (+2.8K)	All Managers (Combined)	$295.7K	0.0% ($295.7K/$1.2B)	QoQ -3.14% (-$9.6K) YoY +1261.36% (+$274.0K)
Robinhood Markets, Inc.(HOODcusip770700102)	7.0K	QoQ -60.34% (-10.7K) YoY NEW(+7.0K)	All Managers (Combined)	$294.8K	0.0% ($294.8K/$1.2B)	QoQ -55.39% (-$366.1K) YoY NEW(+$294.8K)
HOLOGIC INC(HOLXcusip436440101)	4.7K	QoQ 0.00% (-0) YoY +20295.65% (+4.7K)	All Managers (Combined)	$292.9K	0.0% ($292.9K/$1.2B)	QoQ -13.70% (-$46.5K) YoY +16235.91% (+$291.1K)
BIO-TECHNE Corp(TECHcusip09073M104)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$280.9K	0.0% ($280.9K/$1.2B)	QoQ NEW(+$280.9K) YoY NEW(+$280.9K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	2.8K	QoQ -23.16% (-851) YoY NEW(+2.8K)	All Managers (Combined)	$274.4K	0.0% ($274.4K/$1.2B)	QoQ -19.40% (-$66.1K) YoY NEW(+$274.4K)
Dynatrace, Inc.(DTcusip268150109)	5.4K	QoQ 0.00% (-0) YoY -41.11% (-3.7K)	All Managers (Combined)	$255.6K	0.0% ($255.6K/$1.2B)	QoQ -12.62% (-$36.9K) YoY -39.56% (-$167.4K)