13F

Investor

TrinityBridge Ltd

CIK 0001718570 · filed 2026-02-10 · SEC filing

13F book

$4.51M

Positions

274

Largest name

9.5%

Microsoft Corp · MSFT

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Microsoft CorpMSFT884.3K$427.7K9.5%Held
Alphabet Inc1.29M$404.2K9.0%Held
Amazon Com IncAMZN1.72M$398K8.8%Held
Capital One Finl Corp1.18M$286.7K6.4%Held
Broadcom Inc.AVGO637.9K$220.7K4.9%Held
Lam Research CorpLRCX1.19M$204.3K4.5%Held
Ameriprise Finl Inc372.7K$182.8K4.1%Held
Performance Food Group CoPFGC2.03M$182.5K4.0%Held
Caci Intl Inc304.2K$162.2K3.6%Held
Amphenol Corp New1.08M$145.9K3.2%Held
Kla CorpKLAC119.5K$145.1K3.2%Held
Kkr & Co Inc1.01M$128.9K2.9%Held
EMCOR Group, Inc.EME203.6K$124.6K2.8%Held
Alphabet Inc382K$119.9K2.7%Held
DT Midstream, Inc.DTM881K$105.4K2.3%Held
Nvr IncNVR11.8K$86.3K1.9%Held
Mastercard IncMA137.6K$78.5K1.7%Held
Nvidia CorpNVDA363.9K$67.9K1.5%Held
DONALDSON Co INCDCI697.1K$61.8K1.4%Held
Eli Lilly & CoLLY55K$59.1K1.3%Held
Apple Inc.AAPL200.8K$54.6K1.2%Held
Hilton Grand Vacations Inc.HGV1.2M$53.7K1.2%Held
Booking Holdings Inc.BKNG9.69K$51.9K1.1%Held
Blackstone Inc.BX312.2K$48.1K1.1%Held
Nasdaq, Inc.NDAQ478K$46.4K1.0%Held
Berkshire Hathaway Inc Del84K$42.2K0.9%Held
Equitable Hldgs Inc860.9K$41K0.9%Held
Cencora, Inc.COR114.5K$38.7K0.9%Held
Philip Morris Intl Inc235.1K$37.7K0.8%Held
Mckesson CorpMCK40.5K$33.2K0.7%Held
Intuit Inc.INTU41.5K$27.5K0.6%Held
Palo Alto Networks IncPANW127.4K$23.5K0.5%Held
Cadence Design System Inc74.3K$23.2K0.5%Held
Mcdonalds CorpMCD72.7K$22.2K0.5%Held
Marsh & Mclennan Cos Inc115.6K$21.5K0.5%Held
Meta Platforms, Inc.META31.7K$20.9K0.5%Held
Jpmorgan Chase & Co.62.7K$20.2K0.4%Held
Deere & CoDE38.3K$17.8K0.4%Held
Cisco Sys Inc227.3K$17.5K0.4%Held
Coca Cola CoKO246.9K$17.3K0.4%Held
Electronic Arts Inc.EA76K$15.5K0.3%Held
Eog Res Inc138.7K$14.6K0.3%Held
Adobe Inc.ADBE37K$13K0.3%Held
Progressive Corp55.4K$12.6K0.3%Held
Freeport-Mcmoran IncFCX240.1K$12.2K0.3%Held
Johnson & JohnsonJNJ54K$11.2K0.2%Held
Citigroup Inc89.6K$10.5K0.2%Held
Becton Dickinson & CoBDX53.6K$10.4K0.2%Held
Honeywell Intl Inc53.1K$10.4K0.2%Held
Procter And Gamble CoPG67.2K$9.63K0.2%Held
Brown & Brown, Inc.BRO114.1K$9.1K0.2%Held
Disney Walt Co74.8K$8.51K0.2%Held
BlackRock, Inc.BLK6.39K$6.84K0.2%Held
CARRIER GLOBAL CorpCARR114.8K$6.06K0.1%Held
Exxon Mobil Corp49.9K$6K0.1%Held
Bristol-Myers Squibb Co108.2K$5.84K0.1%Held
Lockheed Martin CorpLMT10.5K$5.07K0.1%Held
Mercadolibre IncMELI2.36K$4.75K0.1%Held
Gilead Sciences, Inc.GILD31.7K$3.89K0.1%Held
Pfizer IncPFE148.6K$3.7K0.1%Held
Duke Energy Corp New30.7K$3.6K0.1%Held
Chevron Corp NewCVX21K$3.2K0.1%Held
Bank America Corp58.1K$3.2K0.1%Held
Colgate Palmolive CoCL37.5K$2.97K0.1%Held
Ferguson Enterprises Inc13.2K$2.95K0.1%Held
Alibaba Group Hldg Ltd18.4K$2.7K0.1%Held
Applied Matls Inc10K$2.57K0.1%Held
Pepsico IncPEP17.7K$2.55K0.1%Held
Intuitive Surgical IncISRG4.4K$2.5K0.1%Held
Oracle Corp12.6K$2.46K0.1%Held
Elevance Health Inc Formerly6.34K$2.22K0.0%Held
Nutrien Ltd.NTR34.9K$2.15K0.0%Held
Otis Worldwide CorpOTIS24.5K$2.14K0.0%Held
Gallagher Arthur J & Co8.06K$2.09K0.0%Held
Newmont Corp19.5K$1.94K0.0%Held
Ametek Inc/AME8.37K$1.72K0.0%Held
Mondelez Intl Inc31.3K$1.68K0.0%Held
Ishares Tr6.96K$1.48K0.0%Held
International Paper Co33.7K$1.33K0.0%Held
Ishares Tr1.81K$1.24K0.0%Held
AbbVie Inc.ABBV4.77K$1.09K0.0%Held
Amgen IncAMGN3.24K$1.06K0.0%Held
Goldman Sachs Group Inc1.16K$1.02K0.0%Held
Netflix IncNFLX10.9K$1.02K0.0%Held
Caterpillar IncCAT1.71K$9810.0%Held
NIKE, Inc.NKE14.8K$9410.0%Held
Ball CorpBALL16.6K$8820.0%Held
Abbott LabsABT6.59K$8260.0%Held
Strategy Inc5.41K$8220.0%Held
Altria Group, Inc.MO13K$7500.0%Held
Ishares Tr6.2K$7050.0%Held
Costco Whsl Corp New814$7020.0%Held
Invesco Exchange Traded Fd T3.6K$6900.0%Held
Boston Scientific CorpBSX7.22K$6880.0%Held
Blue Owl Capital Inc45.7K$6820.0%Held
International Business Machs2.15K$6380.0%Held
Apollo Global Mgmt Inc4.21K$6090.0%Held
Ares Management Corporation3.73K$6030.0%Held
Ishares Tr6.23K$5980.0%Held
Lauder Estee Cos Inc5.54K$5800.0%Held
Arcutis Biotherapeutics, Inc.ARQT19K$5520.0%Held
Ishares Tr9.78K$5350.0%Held
Paccar IncPCAR4.73K$5180.0%Held
GE Vernova Inc.GEV781$5110.0%Held
Advanced Micro Devices IncAMD2.35K$5040.0%Held
Ishares Tr3.74K$4920.0%Held
Ishares Inc6.05K$4880.0%Held
Ishares Tr3.71K$4780.0%Held
Micron Technology IncMU1.66K$4730.0%Held
Ge Aerospace1.44K$4430.0%Held
Ishares Tr2.54K$4300.0%Held
Automatic Data Processing In1.66K$4270.0%Held
Coinbase Global, Inc.COIN1.89K$4270.0%Held
Fortinet, Inc.FTNT4.86K$3860.0%Held
Jackson Financial Inc3.51K$3750.0%Held
Merck & Co., Inc.MRK3.47K$3660.0%Held
Moodys Corp670$3420.0%Held
Paychex IncPAYX3K$3370.0%Held
General Dynamics CorpGD970$3270.0%Held
American Express CoAXP801$2960.0%Held
First Solar, Inc.FSLR1.13K$2940.0%Held
First Tr Exchange Traded Fd1.91K$2910.0%Held
Palantir Technologies Inc.PLTR1.57K$2790.0%Held
Phillips 66PSX2.11K$2720.0%Held
NOV Inc.NOV16.9K$2640.0%Held
Nextera Energy Inc2.9K$2330.0%Held
Ishares Tr4.56K$2250.0%Held
British Amern Tob Plc3.85K$2180.0%Held
Invesco Qqq Tr350$2150.0%Held
Idexx Labs Inc313$2120.0%Held
Cooper Cos Inc2.43K$1990.0%Held
Fiserv IncFISV2.92K$1960.0%Held
AstraZeneca PLCAZN2.05K$1880.0%Held
Cme Group Inc.CME592$1620.0%Held
Planet Labs PbcPL8.1K$1600.0%Held
Pennantpark Invt Corp24.1K$1440.0%Held
Paypal Hldgs Inc2.45K$1430.0%Held
Danaher Corporation610$1400.0%Held
Avantor, Inc.AVTR11.4K$1310.0%Held
International Flavors&Fragra1.9K$1280.0%Held
HCA Healthcare, Inc.HCA275$1280.0%Held
Cameco CorpCCJ1.35K$1240.0%Held
Novagold Res IncNG13.3K$1240.0%Held
Kirby CorpKEX1.1K$1210.0%Held
Datadog, Inc.DDOG854$1160.0%Held
Comcast Corp New3.62K$1080.0%Held
Dover CorpDOV548$1070.0%Held
Ecolab Inc.ECL400$1050.0%Held
Baidu Inc775$1010.0%Held
Fortuna Mng Corp10K$980.0%Held
Oaktree Specialty Lending CorpOCSL7.4K$940.0%Held
Ionq Inc2.02K$910.0%Held
MongoDB, Inc.MDB200$840.0%Held
D-Wave Quantum Inc.QBTS3.23K$840.0%Held
Gold Fields Ltd1.9K$830.0%Held
Air Prods & Chems Inc323$800.0%Held
ConocophillipsCOP823$770.0%Held
Boeing Co350$760.0%Held
Barrick Mng Corp1.72K$750.0%Held
Clear Channel Outdoor Hldgs32.5K$720.0%Held
Centrus Energy CorpLEU275$670.0%Held
Hewlett Packard Enterprise C2.5K$600.0%Held
Jones Lang Lasalle IncJLL170$570.0%Held
Ishares Inc300$560.0%Held
DNOW Inc.DNOW4.16K$550.0%Held
Crowdstrike Hldgs Inc116$540.0%Held
Ishares Tr300$540.0%Held
Lightbridge CorpLTBR4.2K$530.0%Held
Pan Amern Silver Corp1K$520.0%Held
Archer-Daniels-Midland CoADM900$520.0%Held
Interactive Brokers Group In790$510.0%Held
Corteva, Inc.CTVA768$510.0%Held
CoreWeave, Inc.CRWV685$490.0%Held
Intercontinental Exchange In283$460.0%Held
Coherent Corp.COHR247$460.0%Held
Hershey CoHSY246$450.0%Held
L3harris Technologies Inc150$440.0%Held
Illinois Tool Wks Inc180$440.0%Held
At&T Inc1.72K$430.0%Held
Kinder Morgan Inc Del1.57K$430.0%Held
Mastec IncMTZ200$430.0%Held
On Semiconductor CorpON764$410.0%Held
ASP Isotopes Inc.ASPI7.5K$400.0%Held
Northrop Grumman Corp68$390.0%Held
Ebay IncEBAY450$390.0%Held
Home Depot, Inc.HD112$390.0%Held
Neurocrine Biosciences IncNBIX268$380.0%Held
Northern Tr Corp265$360.0%Held
Morgan Stanley200$360.0%Held
Costar Group, Inc.CSGP520$350.0%Held
Constellation Energy CorpCEG100$350.0%Held
Netease Inc250$340.0%Held
Oramed Pharmaceuticals Inc.ORMP11.7K$330.0%Held
Peloton Interactive, Inc.PTON5.15K$320.0%Held
Guardant Health, Inc.GH300$310.0%Held
Occidental Pete Corp720$300.0%Held
Gitlab Inc.GTLB800$300.0%Held
Novo-Nordisk A S570$290.0%Held
Novartis Ag200$280.0%Held
Compass Pathways PlcCMPS3.9K$270.0%Held
Analog Devices IncADI100$270.0%Held
Evercore Inc.EVR80$270.0%Held
Kraft Heinz CoKHC1.1K$270.0%Held
Integra Res Corp6.8K$270.0%Held
BWX Technologies, Inc.BWXT151$260.0%Held
General Mls IncGIS560$260.0%Held
Absci CorpABSI7.31K$250.0%Held
Fastenal CoFAST624$250.0%Held
Axcelis Technologies IncACLS280$220.0%Held
Hp IncHPQ1K$220.0%Held
News Corp New800$210.0%Held
Ark Etf Tr275$210.0%Held
Arm Holdings Plc171$190.0%Held
Cloudflare, Inc.NET88$170.0%Held
Ptc Inc.PTC100$170.0%Held
Hubspot IncHUBS43$170.0%Held
American Wtr Wks Co Inc New125$160.0%Held
Ashland Inc.ASH275$160.0%Held
Dexcom IncDXCM220$150.0%Held
Mp Materials Corp300$150.0%Held
Kimberly Clark CorpKMB150$150.0%Held
Bentley Sys Inc350$130.0%Held
Autolus Therapeutics PlcAUTL6.3K$130.0%Held
Incyte CorpINCY120$120.0%Held
Asana, Inc.ASAN838$110.0%Held
Monster Beverage Corp New135$100.0%Held
AST SpaceMobile, Inc.ASTS138$100.0%Held
Edwards Lifesciences CorpEW100$90.0%Held
Revvity, Inc.RVTY90$90.0%Held
Embecta Corp.EMBC785$90.0%Held
Amicus Therapeutics Inc600$90.0%Held
Airbnb, Inc.ABNB67$90.0%Held
Blacksky Technology Inc425$80.0%Held
Candel Therapeutics, Inc.CADL1.35K$80.0%Held
Lkq CorpLKQ220$70.0%Held
Power Integrations IncPOWI200$70.0%Held
Aurora Innovation Inc1.5K$60.0%Held
Microvast Holdings, Inc.MVST2.12K$60.0%Held
Biontech SeBNTX61$60.0%Held
Cadiz Inc1K$60.0%Held
Liveramp Hldgs Inc207$60.0%Held
Maxcyte, Inc.MXCT4K$60.0%Held
Keurig Dr Pepper Inc.KDP186$50.0%Held
MSCI Inc.MSCI9$50.0%Held
DuPont de Nemours, Inc.DD120$50.0%Held
Okta, Inc.OKTA56$50.0%Held
Mgm Resorts InternationalMGM125$50.0%Held
Evolv Technologies Hldngs In490$40.0%Held
Canadian Pacific Kansas City60$40.0%Held
Bitmine Immersion Tecnologie135$40.0%Held
Illumina, Inc.ILMN20$30.0%Held
Badger Meter IncBMI19$30.0%Held
Inmune Bio, Inc.INMB2K$30.0%Held
Liberty Media Corp Del30$30.0%Held
Invesco Exch Traded Fd Tr Ii58$30.0%Held
Opendoor Technologies Inc450$30.0%Held
Ge Healthcare Technologies I20$20.0%Held
Soho House & Co Inc200$20.0%Held
Moderna, Inc.MRNA75$20.0%Held
Cricut, Inc.CRCT500$20.0%Held
GXO Logistics, Inc.GXO39$20.0%Held
Nio Inc181$10.0%Held
Ethzilla CorporationFRMM215$10.0%Held
Topgolf Callaway Brands CorpCALY99$10.0%Held
Plug Power IncPLUG750$10.0%Held
Dxc Technology CoDXC85$10.0%Held
Amc Entmt Hldgs Inc56$00.0%Held
Beyond Meat, Inc.BYND60$00.0%Held
Gen Digital Inc12$00.0%Held
Battalion Oil CorpBATL1$00.0%Held
Novavax IncNVAX50$00.0%Held
Lemonade, Inc.LMND4$00.0%Held
Luminar Technologies Inc12$00.0%Held
Mobileye Global Inc.MBLY40$00.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.