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Portfolio (Quarterly) Guide ↗

TrinityBridge Ltd

· CIK 0001718570
13F Portfolio $3.8B AUM 269 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 50 Added 86 Reduced 26 Exited
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OXY OCCIDENTAL PETROLEUM CORP COM STK USD0.20 Energy 220.0 $11K -500.0 -69.4% $50.00 +17.3%
82 ACLS AXCELIS TECHNOLOGIES INC COM USD0.001 Technology 40.0 $8K -240.0 -85.7% $200.00 -38.6%
83 INTEGRA RESOURCES COM NPV (POST REV SPLIT) 2,950.0 $7K -4K -56.6% $2.37
84 HUBS HUBSPOT INC COM USD0.001 Technology 36.0 $7K -7.0 -16.3% $194.44 +29.6%
85 ATYR ATYR PHARMA INC COM USD0.001 Healthcare 12,300.0 $7K -4K -24.1% $0.57 -2.7%
86 ABNB AIRBNB INC COM CL A USD0.0001 Consumer Cyclical 17.0 $2K -50.0 -74.6% $117.65 +58.7%
Page 5 of 5  ·  86 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 41.1%
Consumer Cyclical 15.4%
Communication Services 13.5%
Financial Services 11.3%
Industrials 7.6%
Energy 4.5%
Healthcare 3.9%
Basic Materials 1.8%
Consumer Defensive 0.7%
Utilities 0.2%