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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 12 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OXY OCCIDENTAL PETROLEUM CORP COM STK USD0.20 Energy 220.0 $11K -500.0 -69.4% $50.00 +17.2%
222 PTC PTC INC COM USD0.01 Technology 100.0 $11K $110.00 +37.8%
223 AUR AURORA INNOVATION COM CL A USD0.0001 Technology 1,500.0 $10K $6.67 -13.6%
224 AUTL AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHS Healthcare 6,300.0 $10K $1.59 +46.8%
225 BSY BENTLEY SYSTEMS INC COM CL B USD0.01 Technology 350.0 $10K $28.57 +29.3%
226 TE T1 ENERGY INC COM NPV Industrials 1,000.0 $10K NEW $10.00 -54.9%
227 MPWR MONOLITHIC POWER SYSTEMS INC COM USD0.001 Technology 7.0 $10K NEW $1428.57 -8.7%
228 BE BLOOM ENERGY CORP COM CL A USD0.0001 Industrials 31.0 $9K NEW $290.32 -24.8%
229 KTOS KRATOS DEFENSE & SECURITY COM USD0.001 Industrials 180.0 $9K +62.0 +52.5% $50.00 +5.9%
230 APLD APPLIED DIGITAL CO COM USD0.001 (R/S) Technology 210.0 $8K NEW $38.10 -29.5%
231 ACLS AXCELIS TECHNOLOGIES INC COM USD0.001 Technology 40.0 $8K -240.0 -85.7% $200.00 -39.8%
232 RAMP LIVERAMP HOLDINGS COM USD0.10 Technology 207.0 $8K $38.65 -2.6%
233 OKTA OKTA INC COM CL A USD0.0001 Technology 56.0 $8K $142.86 -5.9%
234 ATYR ATYR PHARMA INC COM USD0.001 Healthcare 12,300.0 $7K -4K -24.1% $0.57 -3.2%
235 SILJ AMPLIFY JUNIOR SILVER MINERS ETF USD INC 264.0 $7K $26.52 +22.0%
236 CLSK CLEANSPARK INC COM USD0.001 (R/S) Technology 495.0 $7K NEW $14.14 -13.9%
237 HUBS HUBSPOT INC COM USD0.001 Technology 36.0 $7K -7.0 -16.3% $194.44 +21.9%
238 KEEL KEEL INFRA CORP COM USD0.001 Technology 1,280.0 $7K NEW $5.47 -38.6%
239 INTEGRA RESOURCES COM NPV (POST REV SPLIT) 2,950.0 $7K -4K -56.6% $2.37
240 ASAN ASANA INC COM CL A USD0.00001 Technology 838.0 $6K $7.16 +31.8%
Page 12 of 14  ·  269 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%