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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
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KHC KRAFT HEINZ CO COM USD 0.01 Consumer Defensive 962.0 $22K 0.00% -140.0 -12.7% $22.87 -0.2%
82 QBTS D-WAVE QUANTUM INC COM USD0.0001 Technology 1,310.0 $19K 0.00% -2K -59.4% $14.50 +70.2%
83 ARM ARM HOLDINGS PLC SPON ADR (1 to 1) Technology 110.0 $17K -61.0 -35.7% $154.55 +184.4%
84 CRWD CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL A Technology 24.0 $9K -92.0 -79.3% $375.00 +82.6%
85 EMBC EMBECTA CORP COM USD0.01 WI Healthcare 665.0 $6K -120.0 -15.3% $9.02 -65.5%
86 DHR DANAHER CORP COM USD0.01 Healthcare 34.0 $6K -576.0 -94.4% $176.47 +0.4%
87 CRWV COREWEAVE INC COM CL A USD0.000005 Technology 30.0 $2K -655.0 -95.6% $66.67 +76.9%
Page 5 of 5  ·  87 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 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%