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Portfolio (Quarterly) Guide ↗

TrinityBridge Ltd

· CIK 0001718570
13F Portfolio $3.7B AUM 273 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 33 Added 87 Reduced 20 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CLS CELESTICA INC COM NPV Technology 95,700.0 $26.9M 0.73% NEW $281.60 +32.3%
2 ENB ENBRIDGE INC COM NPV Energy 53,670.0 $2.9M 0.08% NEW $54.13 +0.8%
3 IMCR IMMUNOCORE HLDGS PLC SPON ADR ORD (1 TO 1) Healthcare 10,100.0 $304K 0.01% NEW $30.10 -5.0%
4 HYCROFT MINING COM CL A USD 0.0001 (P/S) 4,940.0 $174K 0.01% NEW $35.22
5 HL HECLA MINING CO COM USD0.25 Basic Materials 6,000.0 $112K 0.00% NEW $18.67 -14.6%
6 DCH DAUCH CORPORATION COM USD0.01 Industrials 10,786.0 $64K 0.00% NEW $5.93 +6.4%
7 DELL DELL TECHNOLOGIES INC COM CL C USD0.01 Technology 210.0 $34K 0.00% NEW $161.90 +153.1%
8 EFX EQUIFAX INC COM USD1.25 Industrials 175.0 $32K 0.00% NEW $182.86 -15.8%
9 INFQ INFLEQTION INC COM USD0.0001 Technology 2,500.0 $25K 0.00% NEW $10.00 +35.2%
10 MIND TECH INC COM USD0.01 (POST REV SPLIT) 2,590.0 $22K 0.00% NEW $8.49
11 GEOS GEOSPACE TECHNOLOGIES COM USD0.01 Energy 1,600.0 $19K 0.00% NEW $11.88 -39.2%
12 CRCL CIRCLE INTERNET GROUP INC COM CL A USD0.0001 Financial Services 200.0 $19K 0.00% NEW $95.00 -15.6%
13 PICK ISHARES MSCI GBL METALS & MINING ETF USD INC 250.0 $14K NEW $56.00 +12.7%
14 ATYR ATYR PHARMA INC COM USD0.001 Healthcare 16,200.0 $13K NEW $0.80 -43.9%
15 INDV INDIVIOR PHARMACEUTICALS ORD USD0.001 Healthcare 258.0 $8K NEW $31.01 +23.5%
16 KTOS KRATOS DEFENSE & SECURITY COM USD0.001 Industrials 118.0 $8K NEW $67.80 -20.0%
17 SILJ AMPLIFY JUNIOR SILVER MINERS ETF USD INC 264.0 $8K NEW $30.30 -7.9%
18 AVAV AEROVIRONMENT INC COM USD0.0001 Industrials 10.0 $2K NEW $200.00 -15.2%
19 ATAIBECKLEY INC COM USD0.01 56.0 NEW

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 35.1%
Communication Services 14.8%
Consumer Cyclical 14.7%
Financial Services 11.8%
Industrials 7.5%
Consumer Defensive 6.6%
Energy 4.5%
Healthcare 3.1%
Basic Materials 1.7%
Utilities 0.2%