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:

Search and click to pin securities to the top

Page 24 of 27

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CyberArk Software Ltd.

CYBR|M2682V108

Shares:118

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$1.2B)

Lyft, Inc.

LYFT|55087P104

Shares:3.2K

Value:$38.5K

% of Portfolio:0.0% ($38.5K/$1.2B)

Zscaler, Inc.

ZS|98980G102

Shares:190

Value:$38.1K

% of Portfolio:0.0% ($38.1K/$1.2B)

RingCentral, Inc.

RNG|76680R206

Shares:1.5K

Value:$38.0K

% of Portfolio:0.0% ($38.0K/$1.2B)

Bioventus Inc.

BVS|09075A108

Shares:4.0K

Value:$36.8K

% of Portfolio:0.0% ($36.8K/$1.2B)

YUM BRANDS INC

YUM|988498101

Shares:227

Value:$36.1K

% of Portfolio:0.0% ($36.1K/$1.2B)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:848

Value:$34.9K

% of Portfolio:0.0% ($34.9K/$1.2B)

Iridium Communications Inc.

IRDM|46269C102

Shares:1.3K

Value:$34.7K

% of Portfolio:0.0% ($34.7K/$1.2B)

RADWARE LTD

RDWR|M81873107

Shares:1.6K

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$1.2B)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:217

Value:$30.5K

% of Portfolio:0.0% ($30.5K/$1.2B)

VERINT SYSTEMS INC

VRNT|92343X100

Shares:1.6K

Value:$28.3K

% of Portfolio:0.0% ($28.3K/$1.2B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:53

Value:$27.4K

% of Portfolio:0.0% ($27.4K/$1.2B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:81

Value:$26.8K

% of Portfolio:0.0% ($26.8K/$1.2B)

CareDx, Inc.

CDNA|14167L103

Shares:1.4K

Value:$25.4K

% of Portfolio:0.0% ($25.4K/$1.2B)

MOSAIC CO

MOS|61945C103

Shares:917

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$1.2B)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:169

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$1.2B)

Docebo Inc.

DCBO|25609L105

Shares:789

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$1.2B)

Bausch Health Companies Inc.

BHC|071734107

Shares:2.9K

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$1.2B)

Qorvo, Inc.

QRVO|74736K101

Shares:249

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$1.2B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:65

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CyberArk Software Ltd.(CYBRcusipM2682V108)	118	QoQ 0.00% (+0) YoY NEW(+118)	All Managers (Combined)	$40.3K	0.0% ($40.3K/$1.2B)	QoQ +2.18% (+$861) YoY NEW(+$40.3K)
Lyft, Inc.(LYFTcusip55087P104)	3.2K	QoQ +19.11% (+515) YoY NEW(+3.2K)	All Managers (Combined)	$38.5K	0.0% ($38.5K/$1.2B)	QoQ +10.39% (+$3.6K) YoY NEW(+$38.5K)
Zscaler, Inc.(ZScusip98980G102)	190	QoQ -71.12% (-468) YoY -95.64% (-4.2K)	All Managers (Combined)	$38.1K	0.0% ($38.1K/$1.2B)	QoQ -68.01% (-$81.0K) YoY -95.46% (-$802.7K)
RingCentral, Inc.(RNGcusip76680R206)	1.5K	QoQ -82.84% (-7.3K) YoY NEW(+1.5K)	All Managers (Combined)	$38.0K	0.0% ($38.0K/$1.2B)	QoQ -87.78% (-$273.3K) YoY NEW(+$38.0K)
Bioventus Inc.(BVScusip09075A108)	4.0K	QoQ +9.86% (-357) YoY NEW(+4.0K)	All Managers (Combined)	$36.8K	0.0% ($36.8K/$1.2B)	QoQ -3.57% (-$1.4K) YoY NEW(+$36.8K)
YUM BRANDS INC(YUMcusip988498101)	227	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$36.1K	0.0% ($36.1K/$1.2B)	QoQ +18.13% (+$5.5K) YoY +14.72% (+$4.6K)
ON SEMICONDUCTOR CORP(ONcusip682189105)	848	QoQ +5.60% (-45) YoY NEW(+848)	All Managers (Combined)	$34.9K	0.0% ($34.9K/$1.2B)	QoQ -31.35% (-$15.9K) YoY NEW(+$34.9K)
Iridium Communications Inc.(IRDMcusip46269C102)	1.3K	QoQ +14.37% (+158) YoY NEW(+1.3K)	All Managers (Combined)	$34.7K	0.0% ($34.7K/$1.2B)	QoQ +8.44% (+$2.7K) YoY NEW(+$34.7K)
RADWARE LTD(RDWRcusipM81873107)	1.6K	QoQ +17.35% (+230) YoY NEW(+1.6K)	All Managers (Combined)	$34.0K	0.0% ($34.0K/$1.2B)	QoQ +13.42% (+$4.0K) YoY NEW(+$34.0K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	217	QoQ -8.05% (-19) YoY +1042.10% (+198)	All Managers (Combined)	$30.5K	0.0% ($30.5K/$1.2B)	QoQ -17.18% (-$6.3K) YoY +1148.77% (+$28.0K)
VERINT SYSTEMS INC(VRNTcusip92343X100)	1.6K	QoQ 0.00% (-0) YoY NEW(+1.6K)	All Managers (Combined)	$28.3K	0.0% ($28.3K/$1.2B)	QoQ -34.50% (-$14.9K) YoY NEW(+$28.3K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	53	QoQ -93.75% (-795) YoY -97.76% (-2.3K)	All Managers (Combined)	$27.4K	0.0% ($27.4K/$1.2B)	QoQ -93.13% (-$372.0K) YoY -97.58% (-$1.1M)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	81	QoQ 0.00% (+0) YoY -91.73% (-899)	All Managers (Combined)	$26.8K	0.0% ($26.8K/$1.2B)	QoQ +0.91% (+$242) YoY -89.65% (-$232.1K)
CareDx, Inc.(CDNAcusip14167L103)	1.4K	QoQ -73.78% (-4.0K) YoY NEW(+1.4K)	All Managers (Combined)	$25.4K	0.0% ($25.4K/$1.2B)	QoQ -78.10% (-$90.5K) YoY NEW(+$25.4K)
MOSAIC CO(MOScusip61945C103)	917	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$25.0K	0.0% ($25.0K/$1.2B)	QoQ +10.67% (+$2.4K) YoY -15.88% (-$4.7K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	169	QoQ NEW(+169) YoY NEW(+169)	All Managers (Combined)	$23.8K	0.0% ($23.8K/$1.2B)	QoQ NEW(+$23.8K) YoY NEW(+$23.8K)
Docebo Inc.(DCBOcusip25609L105)	789	QoQ 0.00% (-0) YoY NEW(+789)	All Managers (Combined)	$22.9K	0.0% ($22.9K/$1.2B)	QoQ -35.37% (-$12.6K) YoY NEW(+$22.9K)
Bausch Health Companies Inc.(BHCcusip071734107)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$1.2B)	QoQ NEW(+$19.3K) YoY NEW(+$19.3K)
Qorvo, Inc.(QRVOcusip74736K101)	249	QoQ -95.14% (-4.9K) YoY -97.33% (-9.1K)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$1.2B)	QoQ -94.93% (-$341.7K) YoY -98.30% (-$1.1M)
GENERAL DYNAMICS CORP(GDcusip369550108)	65	QoQ -96.69% (-1.9K) YoY -97.78% (-2.9K)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$1.2B)	QoQ -96.55% (-$502.5K) YoY -97.84% (-$812.3K)