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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 12 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PTC PTC INC COM USD0.01 Technology 100.0 $14K $140.00 -18.0%
222 ATYR ATYR PHARMA INC COM USD0.001 Healthcare 16,200.0 $13K NEW $0.80 -43.9%
223 ASTS AST SPACEMOBILE INC COM USD0.0001 Technology 148.0 $12K +10.0 +7.2% $81.08 -0.5%
224 BSY BENTLEY SYSTEMS INC COM CL B USD0.01 Technology 350.0 $12K $34.29 -14.3%
225 INCY INCYTE CORPORATION COM USD0.001 Healthcare 120.0 $11K $91.67 +7.1%
226 HUBS HUBSPOT INC COM USD0.001 Technology 43.0 $10K $232.56 -24.3%
227 MNST MONSTER BEV CORP COM USD0.005 Consumer Defensive 135.0 $10K $74.07 +23.3%
228 FOLD AMICUS THERAPEUTIC COM USD0.01 Healthcare 600.0 $9K $15.00 -3.4%
229 AUTL AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHS Healthcare 6,300.0 $9K $1.43 +5.7%
230 CRWD CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL A Technology 24.0 $9K -92.0 -79.3% $375.00 +82.6%
231 ABNB AIRBNB INC COM CL A USD0.0001 Consumer Cyclical 67.0 $8K $119.40 +19.3%
232 SILJ AMPLIFY JUNIOR SILVER MINERS ETF USD INC 264.0 $8K NEW $30.30 -7.9%
233 EW EDWARDS LIFESCIENCES CORP COM USD1 Healthcare 100.0 $8K $80.00 +9.2%
234 INDV INDIVIOR PHARMACEUTICALS ORD USD0.001 Healthcare 258.0 $8K NEW $31.01 +23.5%
235 KTOS KRATOS DEFENSE & SECURITY COM USD0.001 Industrials 118.0 $8K NEW $67.80 -20.0%
236 RVTY PERKINELMER INC COM USD1 Healthcare 90.0 $8K $88.89 +12.5%
237 CADL CANDEL THERAPEUTICS INC COM USD0.01 Healthcare 1,350.0 $7K $5.19 +60.3%
238 AUR AURORA INNOVATION COM CL A USD0.0001 Technology 1,500.0 $6K $4.00 +57.0%
239 DHR DANAHER CORP COM USD0.01 Healthcare 34.0 $6K -576.0 -94.4% $176.47 +0.4%
240 EMBC EMBECTA CORP COM USD0.01 WI Healthcare 665.0 $6K -120.0 -15.3% $9.02 -65.5%
Page 12 of 14  ·  273 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%