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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 14 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LIBERTY MEDIA CORP FORMULA ONE COM A USD0.01 30.0 $2K $66.67
262 CALY CALLAWAY GOLF COMPANY COM USD 0.01 Consumer Cyclical 99.0 $1K $10.10 +80.4%
263 DXC DXC TECHNOLOGY CO COM USD0.01 Technology 85.0 $1K $11.76 -26.9%
264 GEHC GE HEALTHCARE TECH COM USD0.01 Healthcare 20.0 $1K $50.00 +23.2%
265 NIO NIO INC SPON ADR (1 TO 1) Consumer Cyclical 181.0 $1K $5.52 -9.1%
266 FRMM FORUM MARKETS INC COM USD0.0001 (P/S) Technology 215.0 $1K $4.65 +8.6%
267 BATL BATTALION OIL CORP COM USD0.0001 Energy 1.0
268 BYND BEYOND MEAT INC COM USD 0.0001 Consumer Defensive 60.0
269 LMND LEMONADE INC COM USD0.00001 Financial Services 4.0
270 MBLY MOBILEYE GBL INC COM CL A USD0.01 Consumer Cyclical 40.0
271 NVAX NOVAVAX INC COM USD0.01 Healthcare 50.0
272 AMC ENTERTAINMENT HLDGS INC COM A USD0.01 56.0
273 ATAIBECKLEY INC COM USD0.01 56.0 NEW
Page 14 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%