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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 14 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NIO NIO INC SPON ADR (1 TO 1) Consumer Cyclical 181.0 $1K $5.52 -20.9%
262 FRMM FORUM MARKETS INC COM USD0.0001 (P/S) Technology 215.0 $1K $4.65 +23.8%
263 BATL BATTALION OIL CORP COM USD0.0001 Energy 1.0
264 BYND BEYOND MEAT INC COM USD 0.0001 Consumer Defensive 60.0
265 CHTR CHARTER COMMUN INC COM CL A USD0.001 Communication Services 2.0 NEW
266 MBLY MOBILEYE GBL INC COM CL A USD0.01 Consumer Cyclical 40.0
267 NVAX NOVAVAX INC COM USD0.01 Healthcare 50.0
268 AMC ENTERTAINMENT HLDGS INC COM A USD0.01 56.0
269 ATAIBECKLEY INC COM USD0.01 56.0
Page 14 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%