MondegarAI
TrinityBridge Ltd

Q4 2025 · 13F-HR

TrinityBridge Ltdholdings as filed

Filed 2026-02-10 · accession 0001718570-26-000003

$4.5M
Reported value
274
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · TrinityBridge Ltd · Q4 2025

AI · grounded in 13F

TrinityBridge Ltd increased its position in LRCX by 568,547.6% of its prior share count. The fund also established new positions in EME for $124,603 and DTM for $105,438. On the sell side, the fund trimmed its holdings in BRO by 89.5% and CDNS by 86.9%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP COM USD (US LISTED)$427,6589.48%884,257CommonSOLE
02079K305GOOGLALPHABET INC COM CL A USD0.001$404,2438.96%1,291,635CommonSOLE
023135106AMZNAMAZON COM INC COM USD0.01$398,0158.82%1,724,240CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP COM USD0.01$286,6546.35%1,182,202CommonSOLE
11135F101AVGOBROADCOM INC COM USD0.001$220,7424.89%637,900CommonSOLE
512807306LRCXLAM RESEARCH CORP COM USD0.001 (P/S)$204,3334.53%1,194,160CommonSOLE
03076C106AMPAMERIPRISE FIN INC COM STK USD 0.01$182,7974.05%372,701CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP COM USD0.01$182,4824.05%2,029,160CommonSOLE
127190304CACICACI INTL INC COM CL A USD0.10$162,1713.59%304,235CommonSOLE
032095101APHAMPHENOL CORP COM USD0.001$145,8783.23%1,079,297CommonSOLE
482480100KLACKLA CORPORATION COM USD0.001$145,1323.22%119,465CommonSOLE
48251W104KKRKKR & CO INC COM USD0.01$128,9032.86%1,011,359CommonSOLE
29084Q100EMEEMCOR GROUP INC COM USD0.01$124,6032.76%203,585CommonSOLE
02079K107GOOGALPHABET INC COM CL C USD0.001$119,8602.66%381,951CommonSOLE
23345M107DTMDT MIDSTREAM INC COM USD0.01$105,4382.34%881,000CommonSOLE
62944T105NVRNVR INC COM USD0.01$86,3231.91%11,829CommonSOLE
57636Q104MAMASTERCARD INC COM CL A USD0.0001$78,5371.74%137,568CommonSOLE
67066G104NVDANVIDIA CORP COM USD0.001$67,8731.50%363,942CommonSOLE
257651109DCIDONALDSON CO INC COM USD5$61,8131.37%697,068CommonSOLE
532457108LLYELI LILLY & CO COM NPV$59,1141.31%54,980CommonSOLE
037833100AAPLAPPLE INC COM NPV$54,5851.21%200,763CommonSOLE
43283X105HGVHILTON GRAND VACATIONS COM USD0.01$53,6911.19%1,199,940CommonSOLE
09857L108BKNGBOOKING HLDGS INC COM USD0.008$51,8611.15%9,686CommonSOLE
09260D107BXBLACKSTONE INC COM USD0.00001$48,1381.07%312,232CommonSOLE
631103108NDAQNASDAQ INC COM USD0.01$46,4321.03%478,016CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CL B USD0.0033$42,2480.94%84,021CommonSOLE
29452E101EQHEQUITABLE HLDGS INC COM USD0.01$41,0160.91%860,870CommonSOLE
03073E105CORCENCORA INC COM USD0.01$38,6780.86%114,492CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM STK NPV$37,7230.84%235,129CommonSOLE
58155Q103MCKMCKESSON CORP COM USD0.01$33,1980.74%40,464CommonSOLE
461202103INTUINTUIT INC COM USD0.01$27,4710.61%41,462CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM USD0.0001$23,4750.52%127,441CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC COM USD0.01$23,2280.51%74,300CommonSOLE
580135101MCDMCDONALDS CORP COM USD0.01$22,2330.49%72,738CommonSOLE
571748102MRSHMARSH & MCLENNAN COM USD1.00$21,4640.48%115,637CommonSOLE
30303M102METAMETA PLATFORMS INC COM CL A USD0.000006$20,9020.46%31,671CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM USD1$20,1990.45%62,664CommonSOLE
244199105DEDEERE & CO COM USD1$17,8330.40%38,286CommonSOLE
17275R102CSCOCISCO SYSTEMS INC COM USD0.001$17,5100.39%227,274CommonSOLE
191216100KOCOCA-COLA INC COM USD0.25$17,2620.38%246,858CommonSOLE
285512109EAELECTRONIC ARTS (EA) INC COM CL A USD0.01$15,5370.34%76,019CommonSOLE
26875P101EOGEOG RESOURCES INC COM USD0.01$14,5560.32%138,674CommonSOLE
00724F101ADBEADOBE INC COM USD0.0001$12,9620.29%37,050CommonSOLE
743315103PGRPROGRESSIVE CORP COM USD1$12,6080.28%55,351CommonSOLE
35671D857FCXFREEPORT-MCMOR C&G INC COM STK USD0.10$12,1940.27%240,118CommonSOLE
478160104JNJJOHNSON & JOHNSON COM USD1.00$11,1670.25%53,961CommonSOLE
172967424CCITIGROUP INC COM USD0.01$10,4510.23%89,557CommonSOLE
075887109BDXBECTON DICKINSON & CO$10,4040.23%53,589CommonSOLE
438516106HONHONEYWELL INTL INC COM STK USD1$10,3680.23%53,138CommonSOLE
742718109PGPROCTER & GAMBLE CO COM NPV$9,6250.21%67,161CommonSOLE
115236101BROBROWN & BROWN INC COM USD0.1$9,0950.20%114,119CommonSOLE
254687106DISWALT DISNEY CO COM USD0.01$8,5060.19%74,771CommonSOLE
09290D101BLKBLACKROCK INC COM USD0.01$6,8400.15%6,389CommonSOLE
14448C104CARRCARRIER GLOBAL CORP COM USD0.01$6,0640.13%114,768CommonSOLE
30231G102XOMEXXON MOBIL CORP COM NPV$6,0000.13%49,862CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO. COM USD0.10$5,8380.13%108,198CommonSOLE
539830109LMTLOCKHEED MARTIN COM USD0.01$5,0710.11%10,481CommonSOLE
58733R102MELIMERCADOLIBRE INC COM STK USD0.001$4,7500.11%2,358CommonSOLE
375558103GILDGILEAD SCIENCES INC COM USD0.001$3,8910.09%31,694CommonSOLE
717081103PFEPFIZER INC COM USD0.05$3,7010.08%148,620CommonSOLE
26441C204DUKDUKE ENERGY CORP COM NPV$3,6000.08%30,714CommonSOLE
166764100CVXCHEVRON CORP COM USD0.75$3,1990.07%20,991CommonSOLE
060505104BACBANK OF AMERICA COM USD 0.01$3,1970.07%58,139CommonSOLE
194162103CLCOLGATE PALMOLIVE COM USD 1$2,9670.07%37,540CommonSOLE
31488V107FERGFERGUSON ENTERPRISES COM USD0.0001$2,9460.07%13,231CommonSOLE
01609W102BABAALIBABA GROUP HOLDING SPON ADS (1 TO 1)$2,6970.06%18,404CommonSOLE
038222105AMATAPPLIED MATERIALS INC COM USD0.01$2,5680.06%9,998CommonSOLE
713448108PEPPEPSICO INC CAP USD0.01666$2,5460.06%17,739CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM USD0.001$2,4950.06%4,404CommonSOLE
68389X105ORCLORACLE CORP COM USD0.01$2,4550.05%12,593CommonSOLE
036752103ELVELEVANCE HEALTH COM USD0.01$2,2230.05%6,341CommonSOLE
67077M108NTRNUTRIEN LTD COM USD NPV (US LISTED)$2,1510.05%34,855CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM USD0.01$2,1370.05%24,464CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO COM USD1.00$2,0860.05%8,058CommonSOLE
651639106NEMNEWMONT GOLDCORP COM USD$1,9440.04%19,470CommonSOLE
031100100AMEAMETEK INC COM USD0.01$1,7180.04%8,368CommonSOLE
609207105MDLZMONDELEZ INTL INC COM USD0.01$1,6840.04%31,298CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF USD INC$1,4750.03%6,958CommonSOLE
460146103IPINTERNATIONAL PAPER CO COM USD1.00$1,3270.03%33,679CommonSOLE
464287200IVVISHARES S&P 500 CORE ETF USD INC (US LIST)$1,2410.03%1,812CommonSOLE
00287Y109ABBVABBVIE INC COM USD0.01$1,0890.02%4,766CommonSOLE
031162100AMGNAMGEN INC COM USD0.0001$1,0610.02%3,242CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM USD0.01$1,0220.02%1,163CommonSOLE
64110L106NFLXNETFLIX COM INC COM USD0.001$1,0200.02%10,880CommonSOLE
149123101CATCATERPILLAR INC COM USD1.00$9810.02%1,713CommonSOLE
654106103NKENIKE INC COM CL B NPV$9410.02%14,764CommonSOLE
058498106BALLBALL CORP COM NPV$8820.02%16,650CommonSOLE
002824100ABTABBOTT LABORATORIES COM NPV$8260.02%6,590CommonSOLE
594972408MSTRSTRATEGY INC COM CL A USD0.001$8220.02%5,410CommonSOLE
02209S103MOALTRIA GROUP INC COM USD0.33333$7500.02%12,997CommonSOLE
464287879IJSISHARES S&P SMALLCAP 600 VALUE ETF USD INC$7050.02%6,201CommonSOLE
22160K105COSTCOSTCO WHOLESALE COM USD0.01$7020.02%814CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF USD INC$6900.02%3,600CommonSOLE
101137107BSXBOSTON SCIENTIFIC COM USD0.01$6880.02%7,219CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC COM CL A USD0.01$6820.02%45,695CommonSOLE
459200101IBMIBM (INTL BUSINESS MACHINES) COM USD 0.20$6380.01%2,153CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT COM USD$6090.01%4,205CommonSOLE
03990B101ARESARES MANAGEMENT CORP COM CL A USD$6030.01%3,730CommonSOLE
464287465EFAISHARES MSCI EAFE ETF USD INC$5980.01%6,232CommonSOLE
518439104ELESTEE LAUDER CO INC COM CL A USD0.01$5800.01%5,538CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS COM USD0.0001$5520.01%19,000CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKETS ETF USD INC$5350.01%9,780CommonSOLE
693718108PCARPACCAR INC COM STK USD1$5180.01%4,730CommonSOLE
36828A101GEVGE VERNOVA LLC COM USD0.01$5110.01%781CommonSOLE
007903107AMDADVANCED MICRO DEVICES COM USD0.01$5040.01%2,352CommonSOLE
464287705IJJISHARES S&P MID CAP 400 VALUE ETF USD INC$4920.01%3,741CommonSOLE
46434G822EWJISHARES MSCI JAPAN ETF USD INC$4880.01%6,050CommonSOLE
464288570DSIISHARES MSCI KLD SOCIAL 400 ESG ETF USD INC$4780.01%3,715CommonSOLE
595112103MUMICRON TECHNOLOGY COM USD0.10$4730.01%1,659CommonSOLE
369604301GEGE AEROSPACE COM USD0.01$4430.01%1,439CommonSOLE
464287556IBBISHARES NASDAQ BIOTECHNOLOGY ETF USD INC$4300.01%2,545CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM USD0.1$4270.01%1,660CommonSOLE
19260Q107COINCOINBASE GLOBAL INC COM CL A USD0.00001$4270.01%1,886CommonSOLE
34959E109FTNTFORTINET INC COM USD0.001$3860.01%4,861CommonSOLE
46817M107JXNJACKSON FINANCIAL COM CL A USD0.01$3750.01%3,512CommonSOLE
58933Y105MRKMERCK & CO INC COM USD0.50$3660.01%3,474CommonSOLE
615369105MCOMOODYS CORP COM US$0.01$3420.01%670CommonSOLE
704326107PAYXPAYCHEX INC COM USD0.01$3370.01%3,000CommonSOLE
369550108GDGENERAL DYNAMICS CORPORATION COM USD1.00$3270.01%970CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM USD0.20$2960.01%801CommonSOLE
336433107FSLRFIRST SOLAR INC COM STK USD0.001$2940.01%1,125CommonSOLE
33737A108GRIDFIRST TRUST NASDAQ CE SG INFRA ETF USD INC$2910.01%1,905CommonSOLE
69608A108PLTRPALANTIR TECH INC COM CL A USD0.001$2790.01%1,570CommonSOLE
718546104PSXPHILLIPS 66 COM USD0.01$2720.01%2,110CommonSOLE
62955J103NOVNOV INC COM USD0.01$2640.01%16,881CommonSOLE
65339F101NEENEXTERA ENERGY INC COM USD0.01$2330.01%2,898CommonSOLE
464289529INDYISHARES INDIA 50 ETF USD INC$2250.00%4,560CommonSOLE
110448107BTIBRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)$2180.00%3,855CommonSOLE
46090E103QQQINVESCO QQQ TRUST ETF 1 USD INC$2150.00%350CommonSOLE
45168D104IDXXIDEXX LABORATORIES COM USD0.10$2120.00%313CommonSOLE
216648501COOCOOPER COMPANIES INC COM USD0.10 (P/S)$1990.00%2,434CommonSOLE
337738108FISVFISERV INC COM USD0.01$1960.00%2,917CommonSOLE
046353108AZNNASTRAZENECA ADR (1 TO 1)$1880.00%2,050CommonSOLE
12572Q105CMECME GROUP INC COM STK CL A USD0.01$1620.00%592CommonSOLE
72703X106PLPLANET LABS PBC COM CL A USD0.0001$1600.00%8,100CommonSOLE
708062104PNNTPENNANTPARK INVT C COM STK USD0.001$1440.00%24,150CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM USD0.0001$1430.00%2,447CommonSOLE
235851102DHRDANAHER CORP COM USD0.01$1400.00%610CommonSOLE
05352A100AVTRAVANTOR INC COM USD0.01$1310.00%11,450CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM USD0.01$1280.00%275CommonSOLE
459506101IFFINTL FLAVORS & FRAGRANCES INC COM USD0.125$1280.00%1,900CommonSOLE
13321L108CCJCAMECO CORP COM NPV$1240.00%1,350CommonSOLE
66987E206NGNOVAGOLD RESOURCES INC COM NPV$1240.00%13,300CommonSOLE
497266106KEXKIRBY CORP COM USD0.10$1210.00%1,100CommonSOLE
23804L103DDOGDATADOG INC COM CL A USD$1160.00%854CommonSOLE
20030N101CMCSACOMCAST CORP COM CL A USD0.01$1080.00%3,617CommonSOLE
260003108DOVDOVER CORP COM STK USD1.00$1070.00%548CommonSOLE
278865100ECLECOLAB INC COM USD1$1050.00%400CommonSOLE
056752108BIDUBAIDU INC ADS (1 TO 1)$1010.00%775CommonSOLE
349942102FSMFORTUNA MINING CORP COM NPV$980.00%10,000CommonSOLE
67401P405OCSLOAKTREE SPECIALTY COM USD (POST SPLIT)$940.00%7,400CommonSOLE
46222L108IONQIONQ INC COM USD0.01$910.00%2,020CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC COM USD0.0001$840.00%3,230CommonSOLE
60937P106MDBMONGODB INC COM CL A USD0.001$840.00%200CommonSOLE
38059T106GFIGOLD FIELDS LTD ADR (1 TO 1)$830.00%1,900CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC COM USD1$800.00%323CommonSOLE
20825C104COPCONOCOPHILLIPS COM USD0.01$770.00%823CommonSOLE
097023105BABOEING CO COM USD5.00$760.00%350CommonSOLE
06849F108BBARRICK MINING CORP COM NPV (US LISTED)$750.00%1,724CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01$720.00%32,500CommonSOLE
15643U104LEUCENTRUS ENERGY CORP COM CL A USD0.1$670.00%275CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE COM USD 0.01$600.00%2,500CommonSOLE
48020Q107JLLJONES LANG LASALLE INC COM USD0.01$570.00%170CommonSOLE
464286392URTHISHARE MSCI WORLD ETF USD INC$560.00%300CommonSOLE
67011P100DNOWDNOW INC$550.00%4,159CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE ETF USD INC$540.00%300CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC COM USD0.0005 CL A$540.00%116CommonSOLE
53224K302LTBRLIGHTBRIDGE CORP COM USD0.001 (R/S)$530.00%4,200CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO COM NPV$520.00%900CommonSOLE
697900108PAASPAN AMERICAN SILVER COM PNV$520.00%1,000CommonSOLE
22052L104CTVACORTEVA INC COM USD0.01$510.00%768CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP INC COM CL A USD0.01$510.00%790CommonSOLE
21873S108CRWVCOREWEAVE INC COM CL A USD0.000005$490.00%685CommonSOLE
19247G107COHRCOHERENT CORP COM NPV$460.00%247CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC COM USD0.01$460.00%283CommonSOLE
427866108HSYHERSHEY COMPANY COM USD1$450.00%246CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM USD1.00$440.00%150CommonSOLE
452308109ITWILLINOIS TOOLS WORKS INC COM NPV$440.00%180CommonSOLE
576323109MTZMASTEC INC COM USD0.10$430.00%200CommonSOLE
00206R102TAT&T INC COM USD1.00$430.00%1,723CommonSOLE
49456B101KMIKINDER MORGAN INC COM USD0.01$430.00%1,568CommonSOLE
682189105ONON SEMICONDUCTOR CORP COM USD0.01$410.00%764CommonSOLE
00218A105ASPIASP ISOTOPES INC COM USD0.01$400.00%7,500CommonSOLE
278642103EBAYEBAY INC COM USD0.001 (US LISTED)$390.00%450CommonSOLE
437076102HDHOME DEPOT INC COM USD0.05$390.00%112CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM USD1$390.00%68CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC COM USD0.001$380.00%268CommonSOLE
617446448MSMORGAN STANLEY COM USD0.01$360.00%200CommonSOLE
665859104NTRSNORTHERN TRUST COM USD1.666$360.00%265CommonSOLE
22160N109CSGPCOSTAR GROUP INC COM USD0.01$350.00%520CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP COM NPV$350.00%100CommonSOLE
64110W102NTESNETEASE INC ADR (1 TO 25)$340.00%250CommonSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$330.00%11,675CommonSOLE
70614W100PTONPELETON INTERACTIVE INC COM CL A USD0.002$320.00%5,151CommonSOLE
40131M109GHGUARDANT HEALTH IN COM USD0.00001$310.00%300CommonSOLE
37637K108GTLBGITLAB INC COM CL A USD0.0000025$300.00%800CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP COM STK USD0.20$300.00%720CommonSOLE
670100205NVONOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)$290.00%570CommonSOLE
66987V109NVSNOVARTIS AG ADR (1 TO 1)$280.00%200CommonSOLE
500754106KHCKRAFT HEINZ CO COM USD 0.01$270.00%1,102CommonSOLE
032654105ADIANALOG DEVICES INC COM USD0.16 2/3$270.00%100CommonSOLE
45826T509ITRGINTEGRA RESOURCES COM NPV (POST REV SPLIT)$270.00%6,800CommonSOLE
29977A105EVREVERCORE INC COM CL A USD0.01$270.00%80CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)$270.00%3,900CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM USD0.01$260.00%151CommonSOLE
370334104GISGENERAL MILLS INC COM USD0.10$260.00%560CommonSOLE
311900104FASTFASTENAL COM USD0.01$250.00%624CommonSOLE
00091E109ABSIABSCI CORP COM USD0.0001$250.00%7,310CommonSOLE
40434L105HPQHEWLETT PACKARD (HP) INC COM USD0.01$220.00%1,000CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC COM USD0.001$220.00%280CommonSOLE
65249B109NWSANEWS CORP$210.00%800CommonSOLE
00214Q104ARKKARK INNOVATION ETF USD INC$210.00%275CommonSOLE
042068205ARMARM HOLDINGS PLC SPON ADR (1 to 1)$190.00%171CommonSOLE
18915M107NETCLOUDFLARE INC COM CL A USD0.001$170.00%88CommonSOLE
443573100HUBSHUBSPOT INC COM USD0.001$170.00%43CommonSOLE
69370C100PTCPTC INC COM USD0.01$170.00%100CommonSOLE
044186104ASHASHLAND GLOBAL HLDGS INC COM USD0.01$160.00%275CommonSOLE
030420103AWKAMERICAN WATER WORKS INC COM STK USD 0.01$160.00%125CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM STK USD1.25$150.00%150CommonSOLE
553368101MPMP MATERIALS CORP COM CL A USD0.0001$150.00%300CommonSOLE
252131107DXCMDEXCOM INC COM USD0.001$150.00%220CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC COM CL B USD0.01$130.00%350CommonSOLE
05280R100AUTLAUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHS$130.00%6,300CommonSOLE
45337C102INCYINCYTE CORPORATION COM USD0.001$120.00%120CommonSOLE
04342Y104ASANASANA INC COM CL A USD0.00001$110.00%838CommonSOLE
61174X109MNSTMONSTER BEV CORP COM USD0.005$100.00%135CommonSOLE
00217D100ASTSAST SPACEMOBILE INC COM USD0.0001$100.00%138CommonSOLE
03152W109AM6AMICUS THERAPEUTIC COM USD0.01$90.00%600CommonSOLE
009066101ABNBAIRBNB INC COM CL A USD0.0001$90.00%67CommonSOLE
714046109RVTYPERKINELMER INC COM USD1$90.00%90CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM USD1$90.00%100CommonSOLE
29082K105EMBCEMBECTA CORP COM USD0.01 WI$90.00%785CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC COM CL A USD0.0001$80.00%425CommonSOLE
137404109CADLCANDEL THERAPEUTICS INC COM USD0.01$80.00%1,350CommonSOLE
739276103POWIPOWER INTEGRATIONS INC COM USD$70.00%200CommonSOLE
501889208LKQLKQ CORP COM USD0.01$70.00%220CommonSOLE
051774107AURAURORA INNOVATION COM CL A USD0.0001$60.00%1,500CommonSOLE
127537207CDZICADIZ INC COM USD0.01$60.00%1,000CommonSOLE
53815P108RAMPLIVERAMP HOLDINGS COM USD0.10$60.00%207CommonSOLE
59516C106MVSTMICROVAST HLDGS INC COM USD0.0001$60.00%2,120CommonSOLE
09075V102BNTXBIONTECH SE SPON ADS EACH REP 1 ORD SHS$60.00%61CommonSOLE
57777K106MXCTMAXCYTE INC COM STK USD0.01$60.00%4,000CommonSOLE
679295105OKTAOKTA INC COM CL A USD0.0001$50.00%56CommonSOLE
49271V100KDPKEURIG DR PEPPER INC COM USD0.01$50.00%186CommonSOLE
552953101MGMMGM RESORTS INTL COM USD0.01$50.00%125CommonSOLE
26614N102DDDUPONT DE NEMOURS INC COM USD0.01$50.00%120CommonSOLE
55354G100MSCIMSCI INC COM USD0.01$50.00%9CommonSOLE
09175A206BMNRBITMINE IMMERSION COM USD0.001 (P/S)$40.00%135CommonSOLE
30049H102EVLVEVOLV TECHNOLOGIES COM CL A USD0.0001$40.00%490CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY LIMITED COM NPV$40.00%60CommonSOLE
452327109ILMNILLUMINA INC COM USD0.01$30.00%20CommonSOLE
531229771FWONALIBERTY MEDIA CORP FORMULA ONE COM A USD0.01$30.00%30CommonSOLE
683712103OPENOPENDOOR TECHNOLOGY COM USD$30.00%450CommonSOLE
46138G706TANINVESCO SOLAR ETF USD INC$30.00%58CommonSOLE
45782T105INMBINMUNE BIO INC COM USD0.001$30.00%2,000CommonSOLE
056525108BMIBADGER METER INC COM USD1$30.00%19CommonSOLE
36262G101GXOGXO LOGISTICS INC COM USD0.01$20.00%39CommonSOLE
22658D100CRCTCRICUT INC COM USD0.001$20.00%500CommonSOLE
60770K107MRNAMODERNA INC COM USD0.0001$20.00%75CommonSOLE
58600110975ZMEMBERSHIP COLLECT COM CLA USD0.01$20.00%200CommonSOLE
36266G107GEHCGE HEALTHCARE TECH COM USD0.01$20.00%20CommonSOLE
23355L106DXCDXC TECHNOLOGY CO COM USD0.01$10.00%85CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS COM USD 0.01$10.00%99CommonSOLE
62914V106NIONIO INC SPON ADR (1 TO 1)$10.00%181CommonSOLE
72919P202PLUGPLUG POWER INC COM USD0.01$10.00%750CommonSOLE
68236V401FRMMETHZILLA CORP COM USD0.0001 (R/S)$10.00%215CommonSOLE
550424303LAZRQLUMINAR TECH COM CL A USD0.0001 (R/S)$012CommonSOLE
52567D107LMNDLEMONADE INC COM USD0.00001$04CommonSOLE
60741F104MBLYMOBILEYE GBL INC COM CL A USD0.01$040CommonSOLE
07134L107BATLBATTALION OIL CORP COM USD0.0001$01CommonSOLE
08862E109BYNDBEYOND MEAT INC COM USD 0.0001$060CommonSOLE
668771108GENGEN DIGITAL INC COM USD0.01$012CommonSOLE
670002401NVAXNOVAVAX INC COM USD0.01$050CommonSOLE
00165C302AMCAMC ENTERTAINMENT HLDGS INC COM A USD0.01$056CommonSOLE

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.