Position in ULTA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$776,136
-$123,447 QoQ
Shares Held
1,721
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#519
of 1,014 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Plato Investment Management Ltd holds $3,180,397 across 4 Specialty Retail names. ULTA ranks #3 (24.4% of the industry book) .
All Filings in ULTA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,136 | 1,721 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $899,583 | 1,721 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,041,222 | 1,721 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $940,956 | 1,721 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $805,118 | 1,721 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $630,815 | 1,721 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $748,514 | 1,721 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $88,330 | 227 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $87,592 | 227 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $28,758 | 55 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $26,949 | 55 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||