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Portfolio (Quarterly) Guide ↗

TrinityBridge Ltd

· CIK 0001718570
13F Portfolio $4.5B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 274 New
Page 14 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MEMBERSHIP COLLECT COM CLA USD0.01 200.0 $2K NEW $10.00
262 CALY TOPGOLF CALLAWAY BRANDS COM USD 0.01 Consumer Cyclical 99.0 $1K NEW $10.10 +84.5%
263 DXC DXC TECHNOLOGY CO COM USD0.01 Technology 85.0 $1K NEW $11.76 -18.9%
264 NIO NIO INC SPON ADR (1 TO 1) Consumer Cyclical 181.0 $1K NEW $5.52 -10.4%
265 FRMM ETHZILLA CORP COM USD0.0001 (R/S) Technology 215.0 $1K NEW $4.65 +19.8%
266 PLUG PLUG POWER INC COM USD0.01 Industrials 750.0 $1K NEW $1.33 +98.0%
267 BATL BATTALION OIL CORP COM USD0.0001 Energy 1.0 NEW
268 BYND BEYOND MEAT INC COM USD 0.0001 Consumer Defensive 60.0 NEW
269 LMND LEMONADE INC COM USD0.00001 Financial Services 4.0 NEW
270 MBLY MOBILEYE GBL INC COM CL A USD0.01 Consumer Cyclical 40.0 NEW
271 GEN GEN DIGITAL INC COM USD0.01 Technology 12.0 NEW
272 NVAX NOVAVAX INC COM USD0.01 Healthcare 50.0 NEW
273 AMC ENTERTAINMENT HLDGS INC COM A USD0.01 56.0 NEW
274 LUMINAR TECH COM CL A USD0.0001 (R/S) 12.0 NEW
Page 14 of 14  ·  274 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 34.9%
Financial Services 20.4%
Consumer Cyclical 14.1%
Communication Services 12.9%
Consumer Defensive 5.8%
Industrials 5.3%
Healthcare 3.1%
Energy 2.9%
Basic Materials 0.4%
Utilities 0.1%