TrinityBridge Ltd — 13F Holdings & Portfolio

CIK 1718570 · latest 13F-HR filed 2026-05-12

TrinityBridge Ltd manages $3.7M in 13F-reported U.S. long-equity assets across 273 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (9.89%), AMZN (9.07%), MSFT (7.31%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 19 new positions, exited 20, added to 63, and trimmed 137.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$3.7M

Long-equity book

Holdings

273

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+19 / −20 / ↑63 / ↓137

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ANALOG DEVICES INC COM USD0.16 2/3$110.6K +409737.0%
  • FREEPORT-MCMOR C&G INC COM STK USD0.10$44.9K +368.6%
  • EMCOR GROUP INC COM USD0.01$25.7K +20.6%
  • META PLATFORMS INC COM CL A USD0.000006$22.3K +106.5%
  • DT MIDSTREAM INC COM USD0.01$13.2K +12.6%
Show all 63

Top Trims

  • CACI INTL INC COM CL A USD0.10-$161.4K -99.5%
  • MICROSOFT CORP COM USD (US LISTED)-$158.1K -37.0%
  • CAPITAL ONE FINANCIAL CORP COM USD0.01-$152.6K -53.2%
  • KKR & CO INC COM USD0.01-$125.6K -97.5%
  • AMAZON COM INC COM USD0.01-$63.2K -15.9%
Show all 137

New Positions

  • CELESTICA INC COM NPV$26.9K
  • ENBRIDGE INC COM NPV$2.9K
  • IMMUNOCORE HLDGS PLC SPON ADR ORD (1 TO 1)$304
  • HYCROFT MINING COM CL A USD 0.0001 (P/S)$174
  • HECLA MINING CO COM USD0.25$112
Show all 19

Exited Positions

  • PROGRESSIVE CORP COM USD1$12.6K
  • PROCTER & GAMBLE CO COM NPV$9.6K
  • COOPER COMPANIES INC COM USD0.10 (P/S)$199
  • ASTRAZENECA ADR (1 TO 1)$188
  • PLANET LABS PBC COM CL A USD0.0001$160
Show all 20
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC COM CL A USD0.001 GOOGL 02079K305 $364.8K 9.89% 1,268,546 SH
2 AMAZON COM INC COM USD0.01 AMZN 023135106 $334.8K 9.07% 1,607,403 SH
3 MICROSOFT CORP COM USD (US LISTED) MSFT 594918104 $269.6K 7.31% 728,237 SH
4 LAM RESEARCH CORP COM USD0.001 (P/S) LRCX 512807306 $204.0K 5.53% 955,076 SH
5 PERFORMANCE FOOD GROUP COM USD0.01 PFGC 71377A103 $172.5K 4.68% 2,012,437 SH
6 BROADCOM INC COM USD0.001 AVGO 11135F101 $168.5K 4.57% 544,408 SH
7 KLA CORPORATION COM USD0.001 KLAC 482480100 $150.4K 4.08% 102,168 SH
8 EMCOR GROUP INC COM USD0.01 EME 29084Q100 $150.3K 4.07% 203,585 SH
9 AMPHENOL CORP COM USD0.001 APH 032095101 $136.7K 3.71% 1,082,026 SH
10 CAPITAL ONE FINANCIAL CORP COM USD0.01 COF 14040H105 $134.0K 3.63% 734,993 SH
11 AMERIPRISE FIN INC COM STK USD 0.01 AMP 03076C106 $122.6K 3.32% 275,941 SH
12 DT MIDSTREAM INC COM USD0.01 DTM 23345M107 $118.7K 3.22% 881,000 SH
13 ANALOG DEVICES INC COM USD0.16 2/3 ADI 032654105 $110.7K 3.00% 347,965 SH
14 ALPHABET INC COM CL C USD0.001 GOOG 02079K107 $105.3K 2.85% 367,229 SH
15 NVR INC COM USD0.01 NVR 62944T105 $75.5K 2.05% 11,468 SH
16 MASTERCARD INC COM CL A USD0.0001 MA 57636Q104 $68.1K 1.85% 136,257 SH
17 NVIDIA CORP COM USD0.001 NVDA 67066G104 $65.7K 1.78% 377,075 SH
18 DONALDSON CO INC COM USD5 DCI 257651109 $59.2K 1.61% 697,928 SH
19 FREEPORT-MCMOR C&G INC COM STK USD0.10 FCX 35671D857 $57.1K 1.55% 971,842 SH
20 APPLE INC COM NPV AAPL 037833100 $55.0K 1.49% 216,868 SH
21 HILTON GRAND VACATIONS COM USD0.01 HGV 43283X105 $47.0K 1.27% 1,199,940 SH
22 META PLATFORMS INC COM CL A USD0.000006 META 30303M102 $43.2K 1.17% 75,438 SH
23 BERKSHIRE HATHAWAY CL B USD0.0033 BRK.B 084670702 $40.4K 1.10% 84,346 SH
24 BOOKING HLDGS INC COM USD0.008 BKNG 09857L108 $39.6K 1.07% 9,409 SH
25 PHILIP MORRIS INTL INC COM STK NPV PM 718172109 $39.0K 1.06% 235,595 SH
26 CENCORA INC COM USD0.01 COR 03073E105 $35.9K 0.97% 114,376 SH
27 ELI LILLY & CO COM NPV LLY 532457108 $35.9K 0.97% 38,989 SH
28 MCKESSON CORP COM USD0.01 MCK 58155Q103 $35.0K 0.95% 40,433 SH
29 CELESTICA INC COM NPV CLS 15101Q207 $26.9K 0.73% 95,700 SH
30 EOG RESOURCES INC COM USD0.01 EOG 26875P101 $23.9K 0.65% 165,182 SH
31 EQUITABLE HLDGS INC COM USD0.01 EQH 29452E101 $23.5K 0.64% 634,070 SH
32 MCDONALDS CORP COM USD0.01 MCD 580135101 $22.4K 0.61% 72,193 SH
33 PALO ALTO NETWORKS INC COM USD0.0001 PANW 697435105 $21.1K 0.57% 131,572 SH
34 CADENCE DESIGN SYSTEMS INC COM USD0.01 CDNS 127387108 $19.0K 0.51% 68,326 SH
35 DEERE & CO COM USD1 DE 244199105 $18.6K 0.50% 32,937 SH
36 JP MORGAN CHASE & CO COM USD1 JPM 46625H100 $18.4K 0.50% 62,608 SH
37 COCA-COLA INC COM USD0.25 KO 191216100 $18.3K 0.50% 240,648 SH
38 MARSH COM USD1.00 MRSH 571748102 $17.1K 0.46% 98,581 SH
39 CISCO SYSTEMS INC COM USD0.001 CSCO 17275R102 $16.9K 0.46% 218,257 SH
40 ELECTRONIC ARTS (EA) INC COM CL A USD0.01 EA 285512109 $14.2K 0.38% 69,619 SH
41 NASDAQ INC COM USD0.01 NDAQ 631103108 $14.1K 0.38% 166,050 SH
42 JOHNSON & JOHNSON COM USD1.00 JNJ 478160104 $12.3K 0.33% 50,148 SH
43 HONEYWELL INTL INC COM STK USD1 HON 438516106 $11.8K 0.32% 52,104 SH
44 EXXON MOBIL CORP COM NPV XOM 30231G102 $11.3K 0.31% 66,494 SH
45 CITIGROUP INC COM USD0.01 C 172967424 $9.0K 0.25% 79,746 SH
46 CATERPILLAR INC COM USD1.00 CAT 149123101 $7.5K 0.20% 10,623 SH
47 INTUIT INC COM USD0.01 INTU 461202103 $7.5K 0.20% 17,231 SH
48 BRISTOL-MYERS SQUIBB CO. COM USD0.10 BMY 110122108 $6.4K 0.17% 105,158 SH
49 LOCKHEED MARTIN COM USD0.01 LMT 539830109 $6.3K 0.17% 10,497 SH
50 CARRIER GLOBAL CORP COM USD0.01 CARR 14448C104 $6.3K 0.17% 112,444 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $3.7M 273 0001718570-26-000004
2025-12-31 2026-02-10 $4.5M 275 0001718570-26-000003
2025-09-30 2025-11-12 $4.5M 269 0001718570-25-000016
2025-03-31 2025-05-06 $3.5M 267 0001718570-25-000002