MondegarAI
TrinityBridge Ltd

Q3 2025 · 13F-HR

TrinityBridge Ltdholdings as filed

Filed 2025-11-12 · accession 0001718570-25-000016

$4.5M
Reported value
268
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · TrinityBridge Ltd · Q3 2025

AI · grounded in 13F

TrinityBridge Ltd established a new position in MSFT valued at $478,393. The fund also initiated new stakes in AMZN for $256,992 and GOOGL for $247,565. Additional new positions include COF, AMP, and PFGC. The fund ended the period with 268 positions and total AUM of $4,497,505.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP COM USD (US LISTED)$478,39310.6%923,628CommonSOLE
023135106AMZNAMAZON COM INC COM USD0.01$256,9925.71%1,170,591CommonSOLE
02079K305GOOGLALPHABET INC COM CL A USD0.001$247,5655.50%1,018,491CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP COM USD0.01$233,0875.18%1,096,081CommonSOLE
03076C106AMPAMERIPRISE FIN INC COM STK USD 0.01$227,6525.06%463,149CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP COM USD0.01$216,5364.81%2,080,377CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC COM USD0.01$199,0884.43%566,679CommonSOLE
48251W104KKRKKR & CO INC COM USD0.01$196,8454.38%1,515,299CommonSOLE
09260D107BXBLACKSTONE INC COM USD0.00001$194,7464.33%1,140,264CommonSOLE
11135F101AVGOBROADCOM INC COM USD0.001$191,8324.27%581,821CommonSOLE
127190304CACICACI INTL INC COM CL A USD0.10$156,6753.48%314,467CommonSOLE
62944T105NVRNVR INC COM USD0.01$148,9393.31%18,507CommonSOLE
032095101APHAMPHENOL CORP COM USD0.001$135,5763.01%1,095,518CommonSOLE
482480100KLACKLA CORPORATION COM USD0.001$133,2092.96%123,565CommonSOLE
57636Q104MAMASTERCARD INC COM CL A USD0.0001$112,5152.50%197,878CommonSOLE
115236101BROBROWN & BROWN INC COM USD0.1$101,9042.27%1,086,688CommonSOLE
743315103PGRPROGRESSIVE CORP COM USD1$100,4712.23%406,889CommonSOLE
257651109DCIDONALDSON CO INC COM USD5$97,7692.17%1,194,850CommonSOLE
67066G104NVDANVIDIA CORP COM USD0.001$77,9741.73%417,921CommonSOLE
02079K107GOOGALPHABET INC COM CL C USD0.001$62,5241.39%256,752CommonSOLE
09857L108BKNGBOOKING HLDGS INC COM USD0.008$55,6411.24%10,312CommonSOLE
037833100AAPLAPPLE INC COM NPV$52,3411.16%205,622CommonSOLE
43283X105HGVHILTON GRAND VACATIONS COM USD0.01$51,8321.15%1,239,840CommonSOLE
631103108NDAQNASDAQ INC COM USD0.01$50,0371.11%565,864CommonSOLE
29452E101EQHEQUITABLE HLDGS INC COM USD0.01$45,0911.00%887,970CommonSOLE
532457108LLYELI LILLY & CO COM NPV$43,5370.97%57,107CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CL B USD0.0033$42,5270.95%84,611CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM STK NPV$38,0940.85%234,909CommonSOLE
03073E105CORCENCORA INC COM USD0.01$36,7990.82%117,778CommonSOLE
58155Q103MCKMCKESSON CORP COM USD0.01$33,4800.74%43,326CommonSOLE
337738108FISVFISERV INC COM USD0.01$31,0820.69%241,126CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM USD0.0001$27,8460.62%136,779CommonSOLE
30303M102METAMETA PLATFORMS INC COM CL A USD0.000006$27,1440.60%36,967CommonSOLE
461202103INTUINTUIT INC COM USD0.01$25,1780.56%36,877CommonSOLE
571748102MRSHMARSH & MCLENNAN COM USD1.00$25,0190.56%124,130CommonSOLE
580135101MCDMCDONALDS CORP COM USD0.01$21,8670.49%71,940CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM USD1$20,6370.46%65,437CommonSOLE
285512109EAELECTRONIC ARTS (EA) INC COM CL A USD0.01$18,3930.41%91,157CommonSOLE
244199105DEDEERE & CO COM USD1$18,1780.40%39,772CommonSOLE
191216100KOCOCA-COLA INC COM USD0.25$17,0450.38%256,989CommonSOLE
17275R102CSCOCISCO SYSTEMS INC COM USD0.001$16,1860.36%236,622CommonSOLE
00724F101ADBEADOBE INC COM USD0.0001$15,5260.35%44,026CommonSOLE
26875P101EOGEOG RESOURCES INC COM USD0.01$15,1790.34%135,420CommonSOLE
478160104JNJJOHNSON & JOHNSON COM USD1.00$11,8320.26%63,819CommonSOLE
075887109BDXBECTON DICKINSON & CO$11,4590.25%61,229CommonSOLE
742718109PGPROCTER & GAMBLE CO COM NPV$11,4550.25%74,567CommonSOLE
438516106HONHONEYWELL INTL INC COM STK USD1$10,9530.24%52,037CommonSOLE
172967424CCITIGROUP INC COM USD0.01$9,3910.21%92,527CommonSOLE
254687106DISWALT DISNEY CO COM USD0.01$9,3140.21%81,366CommonSOLE
09290D101BLKBLACKROCK INC COM USD0.01$7,4960.17%6,432CommonSOLE
14448C104CARRCARRIER GLOBAL CORP COM USD0.01$6,9360.15%116,168CommonSOLE
060505104BACBANK OF AMERICA COM USD 0.01$6,1150.14%118,584CommonSOLE
68389X105ORCLORACLE CORP COM USD0.01$5,5960.12%19,910CommonSOLE
30231G102XOMEXXON MOBIL CORP COM NPV$5,3760.12%47,687CommonSOLE
539830109LMTLOCKHEED MARTIN COM USD0.01$5,2460.12%10,511CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO. COM USD0.10$5,0060.11%111,043CommonSOLE
609207105MDLZMONDELEZ INTL INC COM USD0.01$4,4210.10%70,784CommonSOLE
26441C204DUKDUKE ENERGY CORP COM NPV$3,8940.09%31,477CommonSOLE
717081103PFEPFIZER INC COM USD0.05$3,8800.09%152,313CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO COM USD1.00$3,6710.08%11,844CommonSOLE
375558103GILDGILEAD SCIENCES INC COM USD0.001$3,5330.08%31,839CommonSOLE
01609W102BABAALIBABA GROUP HOLDING SPON ADS (1 TO 1)$3,4360.08%19,234CommonSOLE
194162103CLCOLGATE PALMOLIVE COM USD 1$3,3150.07%41,468CommonSOLE
166764100CVXCHEVRON CORP COM USD0.75$3,2850.07%21,151CommonSOLE
31488V107FERGFERGUSON ENTERPRISES COM USD0.0001$3,1700.07%14,123CommonSOLE
713448108PEPPEPSICO INC CAP USD0.01666$2,7060.06%19,279CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM USD0.0001$2,2720.05%33,882CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM USD0.01$2,2500.05%24,614CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM USD0.001$2,2090.05%4,940CommonSOLE
036752103ELVELEVANCE HEALTH COM USD0.01$2,2050.05%6,823CommonSOLE
038222105AMATAPPLIED MATERIALS INC COM USD0.01$2,1260.05%10,386CommonSOLE
67077M108NTRNUTRIEN LTD COM USD NPV (US LISTED)$2,0570.05%35,030CommonSOLE
460146103IPINTERNATIONAL PAPER CO COM USD1.00$1,9370.04%41,770CommonSOLE
35671D857FCXFREEPORT-MCMOR C&G INC COM STK USD0.10$1,8820.04%47,990CommonSOLE
651639106NEMNEWMONT GOLDCORP COM USD$1,6980.04%20,145CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF USD INC$1,4370.03%6,958CommonSOLE
64110L106NFLXNETFLIX COM INC COM USD0.001$1,3500.03%1,126CommonSOLE
464287200IVVISHARES S&P 500 CORE ETF USD INC (US LIST)$1,3290.03%1,986CommonSOLE
58733R102MELIMERCADOLIBRE INC COM STK USD0.001$1,2720.03%544CommonSOLE
058498106BALLBALL CORP COM NPV$1,1800.03%23,405CommonSOLE
654106103NKENIKE INC COM CL B NPV$1,1680.03%16,755CommonSOLE
00287Y109ABBVABBVIE INC COM USD0.01$1,1170.02%4,826CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC COM CL A USD0.01$1,0330.02%61,025CommonSOLE
594972408MSTRSTRATEGY INC COM CL A USD0.001$9650.02%2,996CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM USD0.01$9530.02%1,197CommonSOLE
031162100AMGNAMGEN INC COM USD0.0001$9150.02%3,242CommonSOLE
02209S103MOALTRIA GROUP INC COM USD0.33333$8850.02%13,399CommonSOLE
002824100ABTABBOTT LABORATORIES COM NPV$8830.02%6,590CommonSOLE
149123101CATCATERPILLAR INC COM USD1.00$8170.02%1,713CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF USD INC$7210.02%3,800CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS COM USD0.0001$7160.02%38,000CommonSOLE
101137107BSXBOSTON SCIENTIFIC COM USD0.01$7050.02%7,219CommonSOLE
22160K105COSTCOSTCO WHOLESALE COM USD0.01$7040.02%761CommonSOLE
464287879IJSISHARES S&P SMALLCAP 600 VALUE ETF USD INC$6860.02%6,201CommonSOLE
03990B101ARESARES MANAGEMENT CORP COM CL A USD$5960.01%3,730CommonSOLE
19260Q107COINCOINBASE GLOBAL INC COM CL A USD0.00001$5880.01%1,743CommonSOLE
464287465EFAISHARES MSCI EAFE ETF USD INC$5820.01%6,232CommonSOLE
459200101IBMIBM (INTL BUSINESS MACHINES) COM USD 0.20$5770.01%2,043CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT COM USD$5610.01%4,205CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKETS ETF USD INC$5220.01%9,780CommonSOLE
36828A101GEVGE VERNOVA LLC COM USD0.01$5150.01%837CommonSOLE
518439104ELESTEE LAUDER CO INC COM CL A USD0.01$5120.01%5,803CommonSOLE
369604301GEGE AEROSPACE COM USD0.01$5000.01%1,664CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM USD0.1$4870.01%1,660CommonSOLE
464287705IJJISHARES S&P MID CAP 400 VALUE ETF USD INC$4850.01%3,741CommonSOLE
464288570DSIISHARES MSCI KLD SOCIAL 400 ESG ETF USD INC$4680.01%3,715CommonSOLE
693718108PCARPACCAR INC COM STK USD1$4650.01%4,730CommonSOLE
34959E109FTNTFORTINET INC COM USD0.001$4600.01%5,465CommonSOLE
58933Y105MRKMERCK & CO INC COM USD0.50$4300.01%5,128CommonSOLE
46434G822EWJISHARES MSCI JAPAN ETF USD INC$4250.01%5,300CommonSOLE
500754106KHCKRAFT HEINZ CO COM USD 0.01$4180.01%16,067CommonSOLE
235851102DHRDANAHER CORP COM USD0.01$3960.01%1,999CommonSOLE
704326107PAYXPAYCHEX INC COM USD0.01$3800.01%3,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES COM USD0.01$3730.01%2,305CommonSOLE
69608A108PLTRPALANTIR TECH INC COM CL A USD0.001$3650.01%2,003CommonSOLE
615369105MCOMOODYS CORP COM US$0.01$3430.01%720CommonSOLE
369550108GDGENERAL DYNAMICS CORPORATION COM USD1.00$3410.01%1,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM USD0.20$3330.01%1,001CommonSOLE
437076102HDHOME DEPOT INC COM USD0.05$2870.01%708CommonSOLE
718546104PSXPHILLIPS 66 COM USD0.01$2870.01%2,110CommonSOLE
33737A108GRIDFIRST TRUST NASDAQ CE SG INFRA ETF USD INC$2350.01%1,555CommonSOLE
464289529INDYISHARES INDIA 50 ETF USD INC$2320.01%4,560CommonSOLE
216648501COOCOOPER COMPANIES INC COM USD0.10 (P/S)$2270.01%3,319CommonSOLE
62955J103NOVNOV INC COM USD0.01$2240.00%16,881CommonSOLE
595112103MUMICRON TECHNOLOGY COM USD0.10$2160.00%1,293CommonSOLE
110448107BTIBRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)$2150.00%4,055CommonSOLE
65339F101NEENEXTERA ENERGY INC COM USD0.01$2150.00%2,849CommonSOLE
336433107FSLRFIRST SOLAR INC COM STK USD0.001$2080.00%945CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC COM USD1$2020.00%741CommonSOLE
45168D104IDXXIDEXX LABORATORIES COM USD0.10$2000.00%313CommonSOLE
05352A100AVTRAVANTOR INC COM USD0.01$1750.00%14,000CommonSOLE
708062104PNNTPENNANTPARK INVT C COM STK USD0.001$1620.00%24,150CommonSOLE
12572Q105CMECME GROUP INC COM STK CL A USD0.01$1600.00%594CommonSOLE
046353108AZNNASTRAZENECA ADR (1 TO 1)$1570.00%2,050CommonSOLE
056525108BMIBADGER METER INC COM USD1$1550.00%866CommonSOLE
23804L103DDOGDATADOG INC COM CL A USD$1520.00%1,066CommonSOLE
171340102CHDCHURCH & DWIGHT COM USD1.00$1490.00%1,700CommonSOLE
46222L108IONQIONQ INC COM USD0.01$1430.00%2,320CommonSOLE
452308109ITWILLINOIS TOOLS WORKS INC COM NPV$1250.00%480CommonSOLE
459506101IFFINTL FLAVORS & FRAGRANCES INC COM USD0.125$1170.00%1,900CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM USD0.01$1170.00%275CommonSOLE
20030N101CMCSACOMCAST CORP COM CL A USD0.01$1140.00%3,617CommonSOLE
278865100ECLECOLAB INC COM USD1$1100.00%400CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC COM USD0.0001$1090.00%4,430CommonSOLE
72703X106PLPLANET LABS PBC COM CL A USD0.0001$1050.00%8,100CommonSOLE
46817M107JXNJACKSON FINANCIAL COM CL A USD0.01$1040.00%1,022CommonSOLE
617446448MSMORGAN STANLEY COM USD0.01$1030.00%650CommonSOLE
67401P405OCSLOAKTREE SPECIALTY COM USD (POST SPLIT)$970.00%7,400CommonSOLE
497266106KEXKIRBY CORP COM USD0.10$920.00%1,100CommonSOLE
260003108DOVDOVER CORP COM STK USD1.00$910.00%548CommonSOLE
349942102FSMFORTUNA MINING CORP COM NPV$900.00%10,000CommonSOLE
53224K302LTBRLIGHTBRIDGE CORP COM USD0.001 (POST REV SPLIT)$890.00%4,200CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC COM USD0.01$870.00%516CommonSOLE
056752108BIDUBAIDU INC ADS (1 TO 1)$860.00%650CommonSOLE
13321L108CCJCAMECO CORP COM NPV$840.00%1,000CommonSOLE
38059T106GFIGOLD FIELDS LTD ADR (1 TO 1)$800.00%1,900CommonSOLE
20825C104COPCONOCOPHILLIPS COM USD0.01$780.00%823CommonSOLE
097023105BABOEING CO COM USD5.00$760.00%350CommonSOLE
00218A105ASPIASP ISOTOPES INC COM USD0.01$720.00%7,500CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC COM USD0.0005 CL A$640.00%130CommonSOLE
670100205NVONOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)$640.00%1,153CommonSOLE
67011P100DNOWDNOW INC$630.00%4,159CommonSOLE
60937P106MDBMONGODB INC COM CL A USD0.001$620.00%200CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE COM USD 0.01$610.00%2,500CommonSOLE
06849F108BBARRICK MINING CORP COM NPV (US LISTED)$610.00%1,857CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP INC COM CL A USD0.01$600.00%872CommonSOLE
464286392URTHISHARE MSCI WORLD ETF USD INC$540.00%300CommonSOLE
22052L104CTVACORTEVA INC COM USD0.01$520.00%768CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01$520.00%32,500CommonSOLE
48020Q107JLLJONES LANG LASALLE INC COM USD0.01$510.00%170CommonSOLE
464287556IBBISHARES NASDAQ BIOTECHNOLOGY ETF USD INC$500.00%345CommonSOLE
00206R102TAT&T INC COM USD1.00$490.00%1,723CommonSOLE
427866108HSYHERSHEY COMPANY COM USD1$460.00%246CommonSOLE
70614W100PTONPELETON INTERACTIVE INC COM CL A USD0.002$460.00%5,151CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM USD1.00$460.00%150CommonSOLE
136385101CNQCANADIAN NATURAL RESRCS COM NPV (US LST)$450.00%1,400CommonSOLE
22160N109CSGPCOSTAR GROUP INC COM USD0.01$440.00%520CommonSOLE
576323109MTZMASTEC INC COM USD0.10$430.00%200CommonSOLE
278642103EBAYEBAY INC COM USD0.001 (US LISTED)$410.00%450CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE ETF USD INC$400.00%225CommonSOLE
49456B101KMIKINDER MORGAN INC COM USD0.01$400.00%1,425CommonSOLE
22266T109CPNGCOUPANG INC COM CL A USD0.0001$390.00%1,200CommonSOLE
64110W102NTESNETEASE INC ADR (1 TO 25)$380.00%250CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC COM USD0.001$380.00%268CommonSOLE
682189105ONON SEMICONDUCTOR CORP COM USD0.01$380.00%764CommonSOLE
665859104NTRSNORTHERN TRUST COM USD1.666$360.00%265CommonSOLE
001084102AGCOAGCO CORPORATION$340.00%320CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP COM STK USD0.20$340.00%720CommonSOLE
487836108KKELLANOVA COM USD0.25$330.00%400CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP COM NPV$330.00%100CommonSOLE
49271V100KDPKEURIG DR PEPPER INC COM USD0.01$320.00%1,273CommonSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$310.00%11,675CommonSOLE
311900104FASTFASTENAL COM USD0.01$310.00%624CommonSOLE
099406100BOOTBOOT BARN HOLDINGS COM USD0.0001$290.00%175CommonSOLE
40131M109GHGUARDANT HEALTH IN COM USD0.00001$290.00%460CommonSOLE
512807306LRCXLAM RESEARCH CORP COM USD0.001 (P/S)$280.00%210CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM USD0.01$280.00%151CommonSOLE
370334104GISGENERAL MILLS INC COM USD0.10$280.00%560CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC COM USD0.001$270.00%280CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM USD1$270.00%45CommonSOLE
09061G101BMRNBIOMARIN PHARMA COM USD0.001$270.00%495CommonSOLE
19247G107COHRCOHERENT CORP COM NPV$270.00%247CommonSOLE
40434L105HPQHEWLETT PACKARD (HP) INC COM USD0.01$270.00%1,000CommonSOLE
66987V109NVSNOVARTIS AG ADR (1 TO 1)$260.00%200CommonSOLE
032654105ADIANALOG DEVICES INC COM USD0.16 2/3$250.00%100CommonSOLE
65249B109NWSANEWS CORP$250.00%800CommonSOLE
042068205ARMARM HOLDINGS PLC SPON ADR (1 to 1)$240.00%171CommonSOLE
00214Q104ARKKARK INNOVATION ETF USD INC$240.00%275CommonSOLE
37637K108GTLBGITLAB INC COM CL A USD0.0000025$230.00%500CommonSOLE
00091E109ABSIABSCI CORP COM USD0.0001$220.00%7,310CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)$220.00%3,900CommonSOLE
443573100HUBSHUBSPOT INC COM USD0.001$200.00%43CommonSOLE
29082K105EMBCEMBECTA CORP COM USD0.01 WI$200.00%1,395CommonSOLE
69370C100PTCPTC INC COM USD0.01$200.00%100CommonSOLE
45826T509ITRGINTEGRA RESOURCES COM NPV (POST REV SPLIT)$200.00%6,800CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM STK USD1.25$190.00%150CommonSOLE
18915M107NETCLOUDFLARE INC COM CL A USD0.001$190.00%88CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC COM CL B USD0.01$180.00%350CommonSOLE
030420103AWKAMERICAN WATER WORKS INC COM STK USD 0.01$170.00%125CommonSOLE
244916102DEFTDEFI TECHNOLOGIES COM NPV$160.00%7,600CommonSOLE
25434V781DISVDIMENSIONAL SMALL CAP VALUE ETF USD INC$150.00%410CommonSOLE
252131107DXCMDEXCOM INC COM USD0.001$150.00%220CommonSOLE
26614N102DDDUPONT DE NEMOURS INC COM USD0.01$140.00%182CommonSOLE
009066101ABNBAIRBNB INC COM CL A USD0.0001$130.00%104CommonSOLE
044186104ASHASHLAND GLOBAL HLDGS INC COM USD0.01$130.00%275CommonSOLE
04342Y104ASANASANA INC COM CL A USD0.00001$110.00%838CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY LIMITED COM NPV$100.00%140CommonSOLE
05280R100AUTLAUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHS$100.00%6,300CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC COM CL A USD0.0001$100.00%73CommonSOLE
714046109RVTYPERKINELMER INC COM USD1$80.00%90CommonSOLE
051774107AURAURORA INNOVATION COM CL A USD0.0001$80.00%1,500CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM USD1$80.00%100CommonSOLE
59516C106MVSTMICROVAST HLDGS INC COM USD0.0001$80.00%2,120CommonSOLE
452327109ILMNILLUMINA INC COM USD0.01$80.00%80CommonSOLE
739276103POWIPOWER INTEGRATIONS INC COM USD$80.00%200CommonSOLE
09175A206BMNRBITMINE IMMERSION COM USD0.001 (P/S)$70.00%135CommonSOLE
501889208LKQLKQ CORP COM USD0.01$70.00%220CommonSOLE
00217D100ASTSAST SPACEMOBILE INC COM USD0.0001$70.00%138CommonSOLE
137404109CADLCANDEL THERAPEUTICS INC COM USD0.01$70.00%1,350CommonSOLE
45337C102INCYINCYTE CORPORATION COM USD0.001$70.00%80CommonSOLE
09075V102BNTXBIONTECH SE SPON ADS EACH REP 1 ORD SHS$60.00%61CommonSOLE
53815P108RAMPLIVERAMP HOLDINGS COM USD0.10$60.00%207CommonSOLE
57777K106MXCTMAXCYTE INC COM STK USD0.01$60.00%4,000CommonSOLE
03152W109AM6AMICUS THERAPEUTIC COM USD0.01$50.00%600CommonSOLE
679295105OKTAOKTA INC COM CL A USD0.0001$50.00%56CommonSOLE
127537207CDZICADIZ INC COM USD0.01$50.00%1,000CommonSOLE
45782T105INMBINMUNE BIO INC COM USD0.001$40.00%2,000CommonSOLE
552953101MGMMGM RESORTS INTL COM USD0.01$40.00%125CommonSOLE
217204106CPRTCOPART INC COM USD0.0001$40.00%100CommonSOLE
22658D100CRCTCRICUT INC COM USD0.001$30.00%500CommonSOLE
36266G107GEHCGE HEALTHCARE TECH COM USD0.01$20.00%20CommonSOLE
72919P202PLUGPLUG POWER INC COM USD0.01$20.00%750CommonSOLE
36262G101GXOGXO LOGISTICS INC COM USD0.01$20.00%39CommonSOLE
60770K107MRNAMODERNA INC COM USD0.0001$20.00%75CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC COM USD 0.01$20.00%27CommonSOLE
58600110975ZMEMBERSHIP COLLECT COM CLA USD0.01$20.00%200CommonSOLE
60741F104MBLYMOBILEYE GBL INC COM CL A USD0.01$10.00%40CommonSOLE
23355L106DXCDXC TECHNOLOGY CO COM USD0.01$10.00%85CommonSOLE
384747101GRALGRAIL INC COM USD0.001$10.00%10CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS COM USD 0.01$10.00%99CommonSOLE
62914V106NIONIO INC SPON ADR (1 TO 1)$10.00%181CommonSOLE
00165C302AMCAMC ENTERTAINMENT HLDGS INC COM A USD0.01$056CommonSOLE
550424303LAZRQLUMINAR TECH COM CL A USD0.0001 (R/S)$012CommonSOLE
668771108GENGEN DIGITAL INC COM USD0.01$012CommonSOLE
07134L107BATLBATTALION OIL CORP COM USD0.0001$01CommonSOLE
08862E109BYNDBEYOND MEAT INC COM USD 0.0001$060CommonSOLE
52567D107LMNDLEMONADE INC COM USD0.00001$04CommonSOLE
670002401NVAXNOVAVAX INC COM USD0.01$050CommonSOLE

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.