TrinityBridge Ltd
LONDON X0 · SEC CIK 0001718570
$37.56亿2026Q2 申报市值
269持仓数
60.0%前十大占比 · 第一大 11.1%
19 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JNJ 加仓+$2,727.50万
NVDA 加仓+$1,700.08万
CAT 加仓+$885.05万
HONA 新建仓+$594.90万
MU 加仓+$350.27万
2026Q2 卖出最多 按季末市值估算
PFGC 清仓-$1.73亿
LRCX 减仓-$1.61亿
KLAC 减仓-$8,603.62万
APH 减仓-$4,791.55万
PM 清仓-$3,895.10万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PFGC | PERFORMANCE FOOD GROUP COM USD0.01 | $0 | 0.00% | 0 | -2,012,437 | -100.0% | -$1.73亿 | 清仓 |
| PM | PHILIP MORRIS INTL INC COM STK NPV | $0 | 0.00% | 0 | -235,595 | -100.0% | -$3,895.10万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC COM USD0.0001 | $0 | 0.00% | 0 | -131,572 | -100.0% | -$2,109.40万 | 清仓 |
| PFE | PFIZER INC COM USD0.05 | $0 | 0.00% | 0 | -140,350 | -100.0% | -$394.00万 | 清仓 |
| PEP | PEPSICO INC CAP USD0.01666 | $0 | 0.00% | 0 | -18,649 | -100.0% | -$289.60万 | 清仓 |
| PLTR | PALANTIR TECH INC COM CL A USD0.001 | $0 | 0.00% | 0 | -6,920 | -100.0% | -$101.20万 | 清仓 |
| PSX | PHILLIPS 66 COM USD0.01 | $0 | 0.00% | 0 | -3,200 | -100.0% | -$58.30万 | 清仓 |
| PAYX | PAYCHEX INC COM USD0.01 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$27.60万 | 清仓 |
| — | PENNANTPARK INVT C COM STK USD0.001 | $0 | 0.00% | 0 | -24,150 | -100.0% | -$10.90万 | 清仓 |
| PYPL | PAYPAL HLDGS INC COM USD0.0001 | $0 | 0.00% | 0 | -2,315 | -100.0% | -$10.50万 | 清仓 |
| NG | NOVAGOLD RESOURCES INC COM NPV | $0 | 0.00% | 0 | -9,700 | -100.0% | -$8.70万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP COM USD0.01 | $0 | 0.00% | 0 | -764 | -100.0% | -$4.70万 | 清仓 |
| PAAS | PAN AMERICAN SILVER COM PNV | $0 | 0.00% | 0 | -750 | -100.0% | -$4.10万 | 清仓 |
| INFQ | INFLEQTION INC COM USD0.0001 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$2.50万 | 清仓 |
| PTON | PELETON INTERACTIVE INC COM CL A USD0.002 | $0 | 0.00% | 0 | -5,151 | -100.0% | -$2.20万 | 清仓 |
| — | MIND TECH INC COM USD0.01 (POST REV SPLIT) | $0 | 0.00% | 0 | -2,590 | -100.0% | -$2.20万 | 清仓 |
| — | GEOSPACE TECHNOLOGIES COM USD0.01 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$1.90万 | 清仓 |
| ASH | ASHLAND GLOBAL HLDGS INC COM USD0.01 | $0 | 0.00% | 0 | -275 | -100.0% | -$1.50万 | 清仓 |
| — | AMICUS THERAPEUTIC COM USD0.01 | $0 | 0.00% | 0 | -600 | -100.0% | -$9,000 | 清仓 |
| RVTY | PERKINELMER INC COM USD1 | $0 | 0.00% | 0 | -90 | -100.0% | -$8,000 | 清仓 |
| CDZI | CADIZ INC COM USD0.01 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5,000 | 清仓 |
| GXO | GXO LOGISTICS INC COM USD0.01 | $0 | 0.00% | 0 | -39 | -100.0% | -$2,000 | 清仓 |
| GEHC | GE HEALTHCARE TECH COM USD0.01 | $0 | 0.00% | 0 | -20 | -100.0% | -$1,000 | 清仓 |
| MBLY | MOBILEYE GBL INC COM CL A USD0.01 | $0 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | BATTALION OIL CORP COM USD0.0001 | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC COM USD0.01 | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC COM USD 0.0001 | $0 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC COM USD0.01 | $0 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTERTAINMENT HLDGS INC COM A USD0.01 | $0 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC COM USD0.00001 | $0 | 0.00% | 0 | -4 | -100.0% | — | 清仓 |
| CHTR | CHARTER COMMUN INC COM CL A USD0.001 | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| DXC | DXC TECHNOLOGY CO COM USD0.01 | $1,000 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADR (1 TO 1) | $1,000 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | FORUM MARKETS INC COM USD0.0001 (P/S) | $1,000 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A USD0.0001 | $2,000 | 0.00% | 17 | -50 | -74.6% | -$5,882 | 减仓 |
| EMBC | EMBECTA CORP COM USD0.01 WI | $2,000 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION COM USD0.001 (P/S) | $2,000 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CRCT | CRICUT INC COM USD0.001 | $2,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGY COM USD | $2,000 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| CALY | CALLAWAY GOLF COMPANY COM USD 0.01 | $2,000 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | MICROVAST HLDGS INC COM USD0.0001 | $3,000 | 0.00% | 2,120 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR ETF USD INC | $3,000 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP FORMULA ONE COM A USD0.01 | $3,000 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO INC COM USD0.001 | $3,000 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC COM USD0.01 | $4,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC COM CL A USD0.0001 | $4,000 | 0.00% | 70 | 70 | — | $4,000 | 新建仓 |
| DD | DUPONT DE NEMOURS INC COM USD0.01 (R/S) | $5,000 | 0.00% | 40 | -80 | -66.7% | -$1.00万 | 减仓 |
| — | MAXCYTE INC COM STK USD0.01 | $5,000 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM USD0.01 | $6,000 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM USD0.01 | $6,000 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC COM CL A USD0.00001 | $6,000 | 0.00% | 838 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE SPON ADS EACH REP 1 ORD SHS | $6,000 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTL COM USD0.01 | $6,000 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECH COM NPV | $6,000 | 0.00% | 1,550 | 1,550 | — | $6,000 | 新建仓 |
| ITRG | INTEGRA RESOURCES COM NPV (POST REV SPLIT) | $7,000 | 0.00% | 2,950 | -3,850 | -56.6% | -$9,136 | 减仓 |
| — | ATYR PHARMA INC COM USD0.001 | $7,000 | 0.00% | 12,300 | -3,900 | -24.1% | -$2,220 | 减仓 |
| HUBS | HUBSPOT INC COM USD0.001 | $7,000 | 0.00% | 36 | -7 | -16.3% | -$1,361 | 减仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF USD INC | $7,000 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC COM USD0.001 (R/S) | $7,000 | 0.00% | 495 | 495 | — | $7,000 | 新建仓 |
| KEEL | KEEL INFRA CORP COM USD0.001 | $7,000 | 0.00% | 1,280 | 1,280 | — | $7,000 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM USD0.001 | $8,000 | 0.00% | 40 | -240 | -85.7% | -$4.80万 | 减仓 |
| RAMP | LIVERAMP HOLDINGS COM USD0.10 | $8,000 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC COM CL A USD0.0001 | $8,000 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CO COM USD0.001 (R/S) | $8,000 | 0.00% | 210 | 210 | — | $8,000 | 新建仓 |
| KTOS | KRATOS DEFENSE & SECURITY COM USD0.001 | $9,000 | 0.00% | 180 | 62 | 52.5% | $3,100 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A USD0.0001 | $9,000 | 0.00% | 31 | 31 | — | $9,000 | 新建仓 |
| BSY | BENTLEY SYSTEMS INC COM CL B USD0.01 | $1.00万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHS | $1.00万 | 0.00% | 6,300 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION COM CL A USD0.0001 | $1.00万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC COM NPV | $1.00万 | 0.00% | 1,000 | 1,000 | — | $1.00万 | 新建仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC COM USD0.001 | $1.00万 | 0.00% | 7 | 7 | — | $1.00万 | 新建仓 |
| OXY | OCCIDENTAL PETROLEUM CORP COM STK USD0.20 | $1.10万 | 0.00% | 220 | -500 | -69.4% | -$2.50万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM USD0.01 | $1.10万 | 0.00% | 90 | -178 | -66.4% | -$2.18万 | 减仓 |
| PTC | PTC INC COM USD0.01 | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS ORD USD0.001 | $1.20万 | 0.00% | 301 | 43 | 16.7% | $1,714 | 加仓 |
| LEU | CENTRUS ENERGY CORP COM CL A USD0.1 | $1.30万 | 0.00% | 80 | -200 | -71.4% | -$3.25万 | 减仓 |
| MNST | MONSTER BEV CORP COM USD0.005 | $1.30万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL A | $1.30万 | 0.00% | 17 | -7 | -29.2% | -$5,353 | 减仓 |
| INCY | INCYTE CORPORATION COM USD0.001 | $1.40万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CADL | CANDEL THERAPEUTICS INC COM USD0.01 | $1.40万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYSTEMS COM USD0.01 | $1.40万 | 0.00% | 147 | 147 | — | $1.40万 | 新建仓 |
| CSGP | COSTAR GROUP INC COM USD0.01 | $1.50万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM USD0.001 | $1.50万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS INC COM STK USD 0.01 | $1.60万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM STK USD1.25 | $1.60万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A USD0.0001 | $1.70万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM USD0.0001 | $1.70万 | 0.00% | 100 | 90 | 900.0% | $1.53万 | 加仓 |
| GIS | GENERAL MILLS INC COM USD0.10 | $1.90万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM USD 0.01 | $2.00万 | 0.00% | 862 | -100 | -10.4% | -$2,320 | 减仓 |
| NWSA | NEWS CORP | $2.00万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A USD0.0001 | $2.10万 | 0.00% | 330 | 130 | 65.0% | $8,273 | 加仓 |
| ARKK | ARK INNOVATION ETF USD INC | $2.20万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| HPQ | HEWLETT PACKARD (HP) INC COM USD0.01 | $2.20万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC COM CL A USD0.001 | $2.20万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A USD0.000005 | $2.30万 | 0.00% | 227 | 197 | 656.7% | $2.00万 | 加仓 |
| FAST | FASTENAL COM USD0.01 | $2.40万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC COM CL A USD0.0000025 | $2.40万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN COM INC CL A USD0.00000625 | $2.40万 | 0.00% | 1,050 | 1,050 | — | $2.40万 | 新建仓 |
| ONDS | ONDAS INC COM USD0.0001 (R/S) | $2.40万 | 0.00% | 2,893 | 2,893 | — | $2.40万 | 新建仓 |
| LNG | CHENIERE ENERGY INC COM USD0.003 | $2.40万 | 0.00% | 100 | 100 | — | $2.40万 | 新建仓 |