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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 AMD ADVANCED MICRO DEVICES INC Technology 116,700.0 $67.8M 6.69% -45K -27.8% $580.91 -19.7%
2 NVDA NVIDIA CORPORATION Technology 180,240.0 $36.1M 3.56% -50K -21.7% $200.09 +8.7%
3 UNH UNITEDHEALTH GROUP INC Healthcare 68,335.0 $28.4M 2.80% -36K -34.4% $415.63 -6.5%
4 AMERICA MOVIL SAB DE CV 1,055,500.0 $27.4M 2.71% -267K -20.2% $25.99
5 SLG SL GREEN RLTY CORP Real Estate 132,507.0 $6.9M 0.68% -3K -2.4% $51.77 +11.4%
6 CLIMB BIO INC 360,654.0 $4.7M 0.46% -60K -14.2% $13.04

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%