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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 13 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BNTX BIONTECH SE SPON ADS EACH REP 1 ORD SHS Healthcare 61.0 $6K $98.36 +14.4%
242 HIVE HIVE DIGITAL TECH COM NPV Financial Services 1,550.0 $6K NEW $3.87 -25.9%
243 KDP KEURIG DR PEPPER INC COM USD0.01 Consumer Defensive 186.0 $6K $32.26 -0.2%
244 LKQ LKQ CORP COM USD0.01 Consumer Cyclical 220.0 $6K $27.27 -5.6%
245 MGM MGM RESORTS INTL COM USD0.01 Consumer Cyclical 125.0 $6K $48.00 -9.5%
246 MXCT MAXCYTE INC COM STK USD0.01 Healthcare 4,000.0 $5K $1.25 +4.8%
247 DUPONT DE NEMOURS INC COM USD0.01 (R/S) 40.0 $5K NEW $125.00
248 OKLO OKLO INC COM CL A USD0.0001 Utilities 70.0 $4K NEW $57.14 -27.2%
249 ILMN ILLUMINA INC COM USD0.01 Healthcare 20.0 $4K $200.00 +12.4%
250 INMB INMUNE BIO INC COM USD0.001 Healthcare 2,000.0 $3K $1.50 +63.0%
251 TAN INVESCO SOLAR ETF USD INC 58.0 $3K $51.72 -5.7%
252 MVST MICROVAST HLDGS INC COM USD0.0001 Industrials 2,120.0 $3K $1.42 -45.8%
253 LIBERTY MEDIA CORP FORMULA ONE COM A USD0.01 30.0 $3K $100.00
254 ABNB AIRBNB INC COM CL A USD0.0001 Consumer Cyclical 17.0 $2K -50.0 -74.6% $117.65 +59.9%
255 BMNR BITMINE IMMERSION COM USD0.001 (P/S) Financial Services 135.0 $2K $14.81 +68.1%
256 CALY CALLAWAY GOLF COMPANY COM USD 0.01 Consumer Cyclical 99.0 $2K $20.20 -22.1%
257 CRCT CRICUT INC COM USD0.001 Technology 500.0 $2K $4.00 +45.2%
258 EMBC EMBECTA CORP COM USD0.01 WI Healthcare 665.0 $2K $3.01 +64.9%
259 OPEN OPENDOOR TECHNOLOGY COM USD Real Estate 450.0 $2K $4.44 -23.3%
260 DXC DXC TECHNOLOGY CO COM USD0.01 Technology 85.0 $1K $11.76 -10.3%
Page 13 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%