MondegarAI
TrinityBridge Ltd

Q2 2025 · 13F-HR

TrinityBridge Ltdholdings as filed

Filed 2025-08-12 · accession 0001718570-25-000004

$3.4M
Reported value
270
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · TrinityBridge Ltd · Q2 2025

AI · grounded in 13F

TrinityBridge Ltd established a new position in MSFT valued at $431,891. The fund also initiated new stakes in AMZN for $259,690 and FISV for $211,428. Other new additions include PFGC, CACI, and ELV. The fund ended the period with 270 positions and total AUM of $3,420,659.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP COM USD (US LISTED)$431,89112.6%868,656CommonSOLE
023135106AMZNAMAZON COM INC COM USD0.01$259,6907.59%1,183,744CommonSOLE
337738108FISVFISERV INC COM USD0.01$211,4286.18%1,226,488CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP COM USD0.01$169,1674.95%1,934,990CommonSOLE
127190304CACICACI INTL INC COM CL A USD0.10$154,7934.53%324,531CommonSOLE
036752103ELVELEVANCE HEALTH COM USD0.01$145,9764.27%375,193CommonSOLE
58155Q103MCKMCKESSON CORP COM USD0.01$140,8774.12%192,315CommonSOLE
03076C106AMPAMERIPRISE FIN INC COM STK USD 0.01$138,6824.05%259,897CommonSOLE
03073E105CORCENCORA INC COM USD0.01$132,7763.88%442,940CommonSOLE
02079K305GOOGLALPHABET INC COM CL A USD0.001$116,1673.40%659,234CommonSOLE
743315103PGRPROGRESSIVE CORP COM USD1$107,5033.14%402,852CommonSOLE
257651109DCIDONALDSON CO INC COM USD5$90,0722.63%1,298,895CommonSOLE
57636Q104MAMASTERCARD INC COM CL A USD0.0001$84,8152.48%151,009CommonSOLE
67066G104NVDANVIDIA CORP COM USD0.001$79,8702.33%505,920CommonSOLE
075887109BDXBECTON DICKINSON & CO$78,6692.30%456,873CommonSOLE
571748102MRSHMARSH & MCLENNAN COM USD1.00$63,4971.86%290,356CommonSOLE
09857L108BKNGBOOKING HLDGS INC COM USD0.008$63,1931.85%10,926CommonSOLE
05352A100AVTRAVANTOR INC COM USD0.01$62,4101.82%4,638,400CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CL B USD0.0033$61,0281.78%125,789CommonSOLE
037833100AAPLAPPLE INC COM NPV$56,9511.66%277,695CommonSOLE
631103108NDAQNASDAQ INC COM USD0.01$54,6771.60%611,670CommonSOLE
02079K107GOOGALPHABET INC COM CL C USD0.001$49,4981.45%279,116CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM STK NPV$48,6071.42%266,976CommonSOLE
532457108LLYELI LILLY & CO COM NPV$45,9281.34%58,957CommonSOLE
43283X105HGVHILTON GRAND VACATIONS COM USD0.01$44,5231.30%1,071,680CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO COM USD1.00$39,2561.15%122,695CommonSOLE
00724F101ADBEADOBE INC COM USD0.0001$32,8120.96%84,837CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM USD0.0001$32,6190.95%159,441CommonSOLE
30303M102METAMETA PLATFORMS INC COM CL A USD0.000006$28,9760.85%39,257CommonSOLE
580135101MCDMCDONALDS CORP COM USD0.01$26,9330.79%92,188CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC COM USD0.01$25,7650.75%83,640CommonSOLE
244199105DEDEERE & CO COM USD1$19,9460.58%39,254CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM USD1$19,3930.57%66,927CommonSOLE
191216100KOCOCA-COLA INC COM USD0.25$19,0520.56%269,400CommonSOLE
17275R102CSCOCISCO SYSTEMS INC COM USD0.001$18,8650.55%272,078CommonSOLE
26875P101EOGEOG RESOURCES INC COM USD0.01$16,4400.48%137,449CommonSOLE
115236101BROBROWN & BROWN INC COM USD0.1$14,3890.42%129,811CommonSOLE
285512109EAELECTRONIC ARTS (EA) INC COM CL A USD0.01$14,1240.41%88,459CommonSOLE
478160104JNJJOHNSON & JOHNSON COM USD1.00$13,9090.41%91,118CommonSOLE
742718109PGPROCTER & GAMBLE CO COM NPV$12,3950.36%77,814CommonSOLE
254687106DISWALT DISNEY CO COM USD0.01$11,1670.33%90,101CommonSOLE
438516106HONHONEYWELL INTL INC COM STK USD1$8,8320.26%37,915CommonSOLE
31488V107FERGFERGUSON ENTERPRISES COM USD0.0001$8,7300.26%40,077CommonSOLE
14448C104CARRCARRIER GLOBAL CORP COM USD0.01$8,5290.25%116,593CommonSOLE
172967424CCITIGROUP INC COM USD0.01$7,8890.23%92,712CommonSOLE
460146103IPINTERNATIONAL PAPER CO COM USD1.00$7,8070.23%166,718CommonSOLE
11135F101AVGOBROADCOM INC COM USD0.001$7,2650.21%26,349CommonSOLE
09290D101BLKBLACKROCK INC COM USD0.01$6,7430.20%6,429CommonSOLE
747525103QCOMQUALCOMM INC COM USD0.0001$6,3600.19%39,941CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO. COM USD0.10$5,5570.16%120,046CommonSOLE
461202103INTUINTUIT INC COM USD0.01$5,2160.15%6,623CommonSOLE
30231G102XOMEXXON MOBIL CORP COM NPV$5,1980.15%48,238CommonSOLE
609207105MDLZMONDELEZ INTL INC COM USD0.01$5,1330.15%76,123CommonSOLE
539830109LMTLOCKHEED MARTIN COM USD0.01$5,1070.15%11,029CommonSOLE
68389X105ORCLORACLE CORP COM USD0.01$4,8900.14%22,377CommonSOLE
48251W104KKRKKR & CO INC COM NPV CL A$4,7330.14%35,611CommonSOLE
717081103PFEPFIZER INC COM USD0.05$4,5700.13%188,572CommonSOLE
060505104BACBANK OF AMERICA COM USD 0.01$3,9990.12%84,584CommonSOLE
26441C204DUKDUKE ENERGY CORP COM NPV$3,7780.11%32,032CommonSOLE
194162103CLCOLGATE PALMOLIVE COM USD 1$3,7410.11%41,164CommonSOLE
375558103GILDGILEAD SCIENCES INC COM USD0.001$3,6590.11%33,018CommonSOLE
166764100CVXCHEVRON CORP COM USD0.75$3,1580.09%22,069CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM USD0.0001$2,9890.09%40,229CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM USD0.001$2,9570.09%5,440CommonSOLE
654106103NKENIKE INC COM CL B NPV$2,7060.08%38,103CommonSOLE
713448108PEPPEPSICO INC CAP USD0.01666$2,5150.07%19,047CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM USD0.01$2,4670.07%24,921CommonSOLE
01609W102BABAALIBABA GROUP HOLDING SPON ADS (1 TO 1)$2,2310.07%19,680CommonSOLE
67077M108NTRNUTRIEN LTD COM USD NPV (US LISTED)$2,1180.06%36,380CommonSOLE
64110L106NFLXNETFLIX COM INC COM USD0.001$2,0340.06%1,519CommonSOLE
35671D857FCXFREEPORT-MCMOR C&G INC COM STK USD0.10$2,0120.06%46,440CommonSOLE
038222105AMATAPPLIED MATERIALS INC COM USD0.01$1,9690.06%10,757CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF USD INC$1,3590.04%6,958CommonSOLE
594972408MSTRMICROSTRATEGY INC COM CL A USD0.001$1,2500.04%3,092CommonSOLE
058498106BALLBALL CORP COM NPV$1,2390.04%22,090CommonSOLE
464287200IVVISHARES S&P 500 CORE ETF USD INC (US LIST)$1,1500.03%1,853CommonSOLE
09260D107BXBLACKSTONE GROUP INC COM CL A USD0.00001$1,0570.03%7,067CommonSOLE
58933Y105MRKMERCK & CO INC COM USD0.50$1,0320.03%13,046CommonSOLE
02209S103MOALTRIA GROUP INC COM USD0.33333$9860.03%16,824CommonSOLE
651639106NEMNEWMONT GOLDCORP COM USD$9630.03%16,530CommonSOLE
00287Y109ABBVABBVIE INC COM USD0.01$9280.03%5,003CommonSOLE
031162100AMGNAMGEN INC COM USD0.0001$9260.03%3,317CommonSOLE
002824100ABTABBOTT LABORATORIES COM NPV$9100.03%6,696CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS COM USD0.0001$9090.03%64,774CommonSOLE
22160K105COSTCOSTCO WHOLESALE COM USD0.01$8670.03%876CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01$8430.02%8,097CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM USD0.01$8310.02%1,174CommonSOLE
101137107BSXBOSTON SCIENTIFIC COM USD0.01$7860.02%7,319CommonSOLE
149123101CATCATERPILLAR INC COM USD1.00$7590.02%1,957CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF USD INC$6910.02%3,800CommonSOLE
03990B101ARESARES MANAGEMENT CORP COM CL A USD$6450.02%3,730CommonSOLE
464287879IJSISHARES S&P SMALLCAP 600 VALUE ETF USD INC$6170.02%6,201CommonSOLE
459200101IBMIBM (INTL BUSINESS MACHINES) COM USD 0.20$6050.02%2,054CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT COM USD$5970.02%4,205CommonSOLE
369604301GEGE AEROSPACE COM USD0.01$5780.02%2,249CommonSOLE
34959E109FTNTFORTINET INC COM USD0.001$5780.02%5,465CommonSOLE
464287465EFAISHARES MSCI EAFE ETF USD INC$5570.02%6,232CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM USD0.1$5120.01%1,660CommonSOLE
69608A108PLTRPALANTIR TECH INC COM CL A USD0.001$4890.01%3,585CommonSOLE
518439104ELESTEE LAUDER CO INC COM CL A USD0.01$4750.01%5,881CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKETS ETF USD INC$4720.01%9,780CommonSOLE
464287705IJJISHARES S&P MID CAP 400 VALUE ETF USD INC$4620.01%3,741CommonSOLE
693718108PCARPACCAR INC COM STK USD1$4500.01%4,730CommonSOLE
36828A101GEVGE VERNOVA LLC COM USD0.01$4430.01%837CommonSOLE
704326107PAYXPAYCHEX INC COM USD0.01$4360.01%3,000CommonSOLE
464288570DSIISHARES MSCI KLD SOCIAL 400 ESG ETF USD INC$4310.01%3,715CommonSOLE
500754106KHCKRAFT HEINZ CO COM USD 0.01$4000.01%15,499CommonSOLE
46434G822EWJISHARES MSCI JAPAN ETF USD INC$3970.01%5,300CommonSOLE
235851102DHRDANAHER CORP COM USD0.01$3950.01%2,002CommonSOLE
615369105MCOMOODYS CORP COM US$0.01$3760.01%750CommonSOLE
032095101APHAMPHENOL CORP COM USD0.001$3730.01%3,783CommonSOLE
437076102HDHOME DEPOT INC COM USD0.05$3330.01%908CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM USD0.20$3190.01%1,001CommonSOLE
007903107AMDADVANCED MICRO DEVICES COM USD0.01$3120.01%2,198CommonSOLE
74766W108QUBTQUANTUM COMPUTING COM USD0.001$3030.01%15,787CommonSOLE
369550108GDGENERAL DYNAMICS CORPORATION COM USD1.00$2920.01%1,000CommonSOLE
718546104PSXPHILLIPS 66 COM USD0.01$2520.01%2,110CommonSOLE
464289529INDYISHARES INDIA 50 ETF USD INC$2480.01%4,560CommonSOLE
216648501COOCOOPER COMPANIES INC COM USD0.10 (P/S)$2200.01%3,095CommonSOLE
65339F101NEENEXTERA ENERGY INC COM USD0.01$2150.01%3,092CommonSOLE
62955J103NOVNOV INC COM USD0.01$2100.01%16,881CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC COM USD1$2090.01%741CommonSOLE
056525108BMIBADGER METER INC COM USD1$2050.01%837CommonSOLE
45168D104IDXXIDEXX LABORATORIES COM USD0.10$2040.01%380CommonSOLE
110448107BTIBRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)$1920.01%4,055CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM USD0.01$1810.01%1,255CommonSOLE
595112103MUMICRON TECHNOLOGY COM USD0.10$1790.01%1,451CommonSOLE
12572Q105CMECME GROUP INC COM STK CL A USD0.01$1770.01%642CommonSOLE
33737A108GRIDFIRST TRUST NASDAQ CE SG INFRA ETF USD INC$1650.00%1,187CommonSOLE
171340102CHDCHURCH & DWIGHT COM USD1.00$1630.00%1,700CommonSOLE
708062104PNNTPENNANTPARK INVT C COM STK USD0.001$1630.00%23,800CommonSOLE
23804L103DDOGDATADOG INC COM CL A USD$1580.00%1,174CommonSOLE
20030N101CMCSACOMCAST CORP COM CL A USD0.01$1490.00%4,177CommonSOLE
046353108AZNNASTRAZENECA ADR (1 TO 1)$1430.00%2,050CommonSOLE
459506101IFFINTL FLAVORS & FRAGRANCES INC COM USD0.125$1400.00%1,900CommonSOLE
336433107FSLRFIRST SOLAR INC COM STK USD0.001$1390.00%840CommonSOLE
497266106KEXKIRBY CORP COM USD0.10$1250.00%1,100CommonSOLE
452308109ITWILLINOIS TOOLS WORKS INC COM NPV$1250.00%505CommonSOLE
00206R102TAT&T INC COM USD1.00$1220.00%4,223CommonSOLE
13321L108CCJCAMECO CORP COM NPV$1170.00%1,580CommonSOLE
278865100ECLECOLAB INC COM USD1$1080.00%400CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM USD0.01$1050.00%275CommonSOLE
260003108DOVDOVER CORP COM STK USD1.00$1000.00%548CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP COM STK USD0.20$990.00%2,353CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC COM CL A USD0.01$970.00%5,050CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC COM USD0.01$950.00%516CommonSOLE
46222L108IONQIONQ INC COM USD0.01$940.00%2,184CommonSOLE
001084102AGCOAGCO CORPORATION$920.00%890CommonSOLE
617446448MSMORGAN STANLEY COM USD0.01$920.00%650CommonSOLE
46817M107JXNJACKSON FINANCIAL COM CL A USD0.01$900.00%1,012CommonSOLE
67401P405OCSLOAKTREE SPECIALTY COM USD (POST SPLIT)$850.00%6,200CommonSOLE
042068205ARMARM HOLDINGS PLC SPON ADR (1 to 1)$830.00%512CommonSOLE
670100205NVONOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)$800.00%1,153CommonSOLE
42809H107HESHESS CORPORATION COM USD1$800.00%575CommonSOLE
20825C104COPCONOCOPHILLIPS COM USD0.01$740.00%823CommonSOLE
097023105BABOEING CO COM USD5.00$730.00%350CommonSOLE
22052L104CTVACORTEVA INC COM USD0.01$700.00%940CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC COM USD0.0005 CL A$660.00%130CommonSOLE
349942102FSMFORTUNA MINING CORP COM NPV$650.00%10,000CommonSOLE
67011P100DNOWDNOW INC$620.00%4,159CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE ETF USD INC$590.00%375CommonSOLE
056752108BIDUBAIDU INC ADS (1 TO 1)$560.00%650CommonSOLE
72703X106PLPLANET LABS PBC COM CL A USD0.0001$490.00%8,100CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO COM NPV$470.00%900CommonSOLE
552953101MGMMGM RESORTS INTL COM USD0.01$460.00%1,325CommonSOLE
38059T106GFIGOLD FIELDS LTD ADR (1 TO 1)$450.00%1,900CommonSOLE
136385101CNQCANADIAN NATURAL RESRCS COM NPV (US LST)$440.00%1,400CommonSOLE
020764106AMRALPHA METALLURGICAL COM USD0.01$440.00%390CommonSOLE
48020Q107JLLJONES LANG LASALLE INC COM USD0.01$440.00%170CommonSOLE
26884L109EQTEQT CORPORATION COM NPV$420.00%725CommonSOLE
49271V100KDPKEURIG DR PEPPER INC COM USD0.01$420.00%1,273CommonSOLE
22160N109CSGPCOSTAR GROUP INC COM USD0.01$420.00%520CommonSOLE
443573100HUBSHUBSPOT INC COM USD0.001$410.00%73CommonSOLE
518416102RODMHARTFORD MULTIFACTOR DEVD EX US ETF USD INC$400.00%1,170CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01$380.00%32,500CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM USD1.00$380.00%150CommonSOLE
70614W100PTONPELETON INTERACTIVE INC COM CL A USD0.002$370.00%5,321CommonSOLE
22266T109CPNGCOUPANG INC COM CL A USD0.0001$360.00%1,200CommonSOLE
464287556IBBISHARES NASDAQ BIOTECHNOLOGY ETF USD INC$350.00%275CommonSOLE
64110W102NTESNETEASE INC ADR (1 TO 25)$340.00%250CommonSOLE
576323109MTZMASTEC INC COM USD0.10$340.00%200CommonSOLE
665859104NTRSNORTHERN TRUST COM USD1.666$340.00%265CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC COM USD0.001$340.00%268CommonSOLE
49456B101KMIKINDER MORGAN INC COM USD0.01$340.00%1,150CommonSOLE
278642103EBAYEBAY INC COM USD0.001 (US LISTED)$330.00%450CommonSOLE
052769106ADSKAUTODESK INC COM USD0.01$320.00%104CommonSOLE
58733R102MELIMERCADOLIBRE INC COM STK USD0.001$310.00%12CommonSOLE
099406100BOOTBOOT BARN HOLDINGS COM USD0.0001$300.00%200CommonSOLE
311900104FASTFASTENAL COM USD0.01$270.00%652CommonSOLE
09061G101BMRNBIOMARIN PHARMA COM USD0.001$270.00%495CommonSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$260.00%11,675CommonSOLE
00214Q104ARKKARK INNOVATION ETF USD INC$260.00%365CommonSOLE
009066101ABNBAIRBNB INC COM CL A USD0.0001$250.00%190CommonSOLE
40434L105HPQHEWLETT PACKARD (HP) INC COM USD0.01$240.00%1,000CommonSOLE
66987V109NVSNOVARTIS AG ADR (1 TO 1)$240.00%200CommonSOLE
032654105ADIANALOG DEVICES INC COM USD0.16 2/3$240.00%100CommonSOLE
40131M109GHGUARDANT HEALTH IN COM USD0.00001$240.00%460CommonSOLE
65249B109NWSANEWS CORP$240.00%800CommonSOLE
252131107DXCMDEXCOM INC COM USD0.001$230.00%264CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM USD1$230.00%45CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE COM USD 0.01$200.00%1,000CommonSOLE
74624M102PPURE STORAGE INC COM USD0.0001 CL A$200.00%350CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC COM CL B USD0.01$190.00%350CommonSOLE
69370C100PTCPTC INC COM USD0.01$170.00%100CommonSOLE
030420103AWKAMERICAN WATER WORKS INC COM STK USD 0.01$170.00%125CommonSOLE
57777K106MXCTMAXCYTE INC COM STK USD0.01$170.00%7,800CommonSOLE
03662Q105AKXANSYS INC COM USD 0.01$150.00%42CommonSOLE
29082K105EMBCEMBECTA CORP COM USD0.01 WI$140.00%1,415CommonSOLE
36266G107GEHCGE HEALTHCARE TECH COM USD0.01$140.00%186CommonSOLE
04342Y104ASANASANA INC COM CL A USD0.00001$140.00%1,030CommonSOLE
044186104ASHASHLAND GLOBAL HLDGS INC COM USD0.01$140.00%275CommonSOLE
25434V781DISVDIMENSIONAL SMALL CAP VALUE ETF USD INC$130.00%410CommonSOLE
26614N102DDDUPONT DE NEMOURS INC COM USD0.01$120.00%182CommonSOLE
739276103POWIPOWER INTEGRATIONS INC COM USD$110.00%200CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)$110.00%3,900CommonSOLE
19260Q107COINCOINBASE GLOBAL INC COM CL A USD0.00001$110.00%30CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY LIMITED COM NPV$110.00%140CommonSOLE
256163106DOCUDOCUSIGN INC COM STK$100.00%125CommonSOLE
714046109RVTYPERKINELMER INC COM USD1$90.00%90CommonSOLE
427866108HSYHERSHEY COMPANY COM USD1$90.00%56CommonSOLE
501889208LKQLKQ CORP COM USD0.01$80.00%220CommonSOLE
452327109ILMNILLUMINA INC COM USD0.01$80.00%80CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM USD1$80.00%100CommonSOLE
05280R100AUTLAUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHS$80.00%3,300CommonSOLE
137404109CADLCANDEL THERAPEUTICS INC COM USD0.01$70.00%1,350CommonSOLE
679295105OKTAOKTA INC COM CL A USD0.0001$60.00%56CommonSOLE
747619104NXQUANEX BUILDING PRODUCTS CORP COM USD0.01$60.00%333CommonSOLE
60770K107MRNAMODERNA INC COM USD0.0001$50.00%175CommonSOLE
45337C102INCYINCYTE CORPORATION COM USD0.001$50.00%80CommonSOLE
15872M104APY1EURCHAMPIONX CORP COM USD0.01$50.00%187CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM USD0.01$40.00%40CommonSOLE
217204106CPRTCOPART INC COM USD0.0001$40.00%84CommonSOLE
22658D100CRCTCRICUT INC COM USD0.001$30.00%500CommonSOLE
127537207CDZICADIZ INC COM USD0.01$30.00%1,000CommonSOLE
03152W109AM6AMICUS THERAPEUTIC COM USD0.01$30.00%600CommonSOLE
15117B202CLDXCELLDEX THERAPEUTICS COM USD0.001 REV SPLIT$30.00%133CommonSOLE
36262G101GXOGXO LOGISTICS INC COM USD0.01$20.00%39CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC COM USD 0.01$20.00%27CommonSOLE
62914V106NIONIO INC SPON ADR (1 TO 1)$10.00%181CommonSOLE
60741F104MBLYMOBILEYE GBL INC COM CL A USD0.01$10.00%40CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS COM USD 0.01$10.00%99CommonSOLE
72919P202PLUGPLUG POWER INC COM USD0.01$10.00%750CommonSOLE
23355L106DXCDXC TECHNOLOGY CO COM USD0.01$10.00%85CommonSOLE
58600110975ZMEMBERSHIP COLLECT COM CLA USD0.01$10.00%200CommonSOLE
389375106GTNGRAY MEDIA INC COM NPV$10.00%136CommonSOLE
384747101GRALGRAIL INC COM USD0.001$10.00%10CommonSOLE
458140100INTCINTEL CORP COM USD0.001$0280CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC COM CL A USD0.0001$01CommonSOLE
25243Q205DEODIAGEO PLC ADR (1 TO 4)$065CommonSOLE
067901108ABXBARRICK GOLD CORP COM NPV (US LISTED)$02,424CommonSOLE
35953D104FUBOGBPFUBO TV INC COM USD0.0001$04,500CommonSOLE
00217D100ASTSAST SPACEMOBILE INC COM USD0.0001$01,810CommonSOLE
46125A100LUNRINTUITIVE MACHINES COM CL A USD0.01$0850CommonSOLE
07134L107BATLBATTALION OIL CORP COM USD0.0001$01CommonSOLE
37954Y715BOTZGLOBAL X ROBOTICS ARTIFICIAL ETF USD INC$010,000CommonSOLE
574599106MASMASCO CORP COM USD1.00$0395CommonSOLE
52567D107LMNDLEMONADE INC COM USD0.00001$04CommonSOLE
422806208HEI/AHEICO CORP COM USD0.01$075CommonSOLE
04626A103ALABASTERA LABS INC COM USD0.0001$01CommonSOLE
00165C302AMCAMC ENTERTAINMENT HLDGS INC COM A USD0.01$056CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC COM CL C USD0.01$01CommonSOLE
254709108DFSEURDISCOVER FINANCIAL SERVICES COM STK USD0.01$0100CommonSOLE
08862E109BYNDBEYOND MEAT INC COM USD 0.0001$060CommonSOLE
512807306LRCXLAM RESEARCH CORP COM USD0.001 (P/S)$01,370CommonSOLE
722304102PDDPDD HOLDINGS INC SPON ADR (4 TO 1)$0270CommonSOLE
31188V100FSLYFASTLY INC COM CL A USD$018CommonSOLE
668771108GENGEN DIGITAL INC COM USD0.01$012CommonSOLE
670002401NVAXNOVAVAX INC COM USD0.01$050CommonSOLE
550424303LAZRQLUMINAR TECH COM CL A USD0.0001 (R/S)$012CommonSOLE
260557103DOWDOW INC COM USD0.01$0182CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.