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Portfolio (Quarterly) Guide ↗

NAN FUNG TRINITY (HK) LTD

· CIK 0001781880
13F Portfolio $1.0B AUM 55 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 12 Added 6 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IREN IREN LIMITED Financial Services 294,973.0 $13.5M 1.33% NEW $45.73 -6.8%
2 HONEYWELL INTL INC 55,150.0 $12.3M 1.22% NEW $223.90
3 HONEYWELL AEROSPACE INC 55,150.0 $12.2M 1.20% NEW $221.08
4 VOR VOR BIOPHARMA INC Healthcare 646,550.0 $11.9M 1.18% NEW $18.41 +25.3%
5 FLEX FLEX LTD Technology 72,300.0 $11.7M 1.16% NEW $162.07 -31.9%
6 CRH PLC 106,700.0 $11.4M 1.13% NEW $107.00
7 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 450,000.0 $4.5M 0.44% NEW $10.00 -3.4%

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
Healthcare 43.2%
Technology 15.1%
Basic Materials 12.1%
Communication Services 9.2%
Consumer Cyclical 8.8%
Real Estate 5.9%
Industrials 3.9%
Financial Services 1.8%