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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 13 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LKQ LKQ CORP COM USD0.01 Consumer Cyclical 220.0 $6K $27.27 -5.4%
242 ASAN ASANA INC COM CL A USD0.00001 Technology 838.0 $5K $5.97 +16.0%
243 BNTX BIONTECH SE SPON ADS EACH REP 1 ORD SHS Healthcare 61.0 $5K $81.97 +10.9%
244 CDZI CADIZ INC COM USD0.01 Utilities 1,000.0 $5K $5.00 -18.6%
245 DD DUPONT DE NEMOURS INC COM USD0.01 Basic Materials 120.0 $5K $41.67 +14.5%
246 KDP KEURIG DR PEPPER INC COM USD0.01 Consumer Defensive 186.0 $5K $26.88 +14.4%
247 RAMP LIVERAMP HOLDINGS COM USD0.10 Technology 207.0 $5K $24.15 +56.2%
248 MGM MGM RESORTS INTL COM USD0.01 Consumer Cyclical 125.0 $5K $40.00 +17.1%
249 OKTA OKTA INC COM CL A USD0.0001 Technology 56.0 $4K $71.43 +64.9%
250 BMNR BITMINE IMMERSION COM USD0.001 (P/S) Financial Services 135.0 $3K $22.22 -27.4%
251 TAN INVESCO SOLAR ETF USD INC 58.0 $3K $51.72 +17.1%
252 MXCT MAXCYTE INC COM STK USD0.01 Healthcare 4,000.0 $3K $0.75 +61.3%
253 MVST MICROVAST HLDGS INC COM USD0.0001 Industrials 2,120.0 $3K $1.42 -8.8%
254 AVAV AEROVIRONMENT INC COM USD0.0001 Industrials 10.0 $2K NEW $200.00 -15.2%
255 CRWV COREWEAVE INC COM CL A USD0.000005 Technology 30.0 $2K -655.0 -95.6% $66.67 +76.9%
256 CRCT CRICUT INC COM USD0.001 Technology 500.0 $2K $4.00 +11.5%
257 GXO GXO LOGISTICS INC COM USD0.01 Industrials 39.0 $2K $51.28 -5.2%
258 ILMN ILLUMINA INC COM USD0.01 Healthcare 20.0 $2K $100.00 +61.9%
259 INMB INMUNE BIO INC COM USD0.001 Healthcare 2,000.0 $2K $1.00 +45.0%
260 OPEN OPENDOOR TECHNOLOGY COM USD Real Estate 450.0 $2K $4.44 +0.6%
Page 13 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%