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Portfolio (Quarterly) Guide ↗

NAN FUNG TRINITY (HK) LTD

· CIK 0001781880
13F Portfolio $911M AUM 62 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 24 Added 7 Reduced 20 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 REPL REPLIMUNE GROUP INC Healthcare 196,327.0 $1.5M 0.17% -379K -65.9% $7.65 -39.3%
62 DBV TECHNOLOGIES S A 37,095.0 $775K 0.09% $20.89
Page 4 of 4  ·  62 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
Healthcare 37.4%
Technology 14.0%
Basic Materials 12.6%
Communication Services 12.2%
Consumer Cyclical 8.8%
Real Estate 8.2%
Industrials 5.0%
Consumer Defensive 1.8%