StockDriftsStockDriftsTop 50 Trinitybridge LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC COM CL A USD0.001 | 11.12% | 1.17M | $417.8M | -7.77%(-98.55K) | $165.25(+108.60%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM USD0.01 | 9.64% | 1.52M | $362.0M | -5.46%(-87.81K) | $167.17(+57.05%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM USD (US LISTED) | 6.92% | 697.3K | $260.0M | -4.25%(-30.94K) | $292.19(+66.35%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP COM USD0.001 (P/S) | 6.75% | 584.7K | $253.4M | -38.78%(-370.42K) | $152.53(+121.21%) | 2026-06-30 | |
| KLAC | KLA CORPORATION COM USD0.001 | 5.91% | 736.3K | $222.0M | -27.93%(-285.37K) | $98.70(+101.20%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM USD0.001 | 4.86% | 483.6K | $182.4M | -11.18%(-60.86K) | $307.97(+27.85%) | 2026-06-30 | |
| EME | EMCOR GROUP INC COM USD0.01 | 3.91% | 177.0K | $146.8M | -13.04%(-26.54K) | $630.66(+36.61%) | 2026-06-30 | |
| APH | AMPHENOL CORP COM USD0.001 | 3.8% | 810.3K | $142.9M | -25.11%(-271.71K) | $111.18(+51.32%) | 2026-06-30 | |
| COF | CAPITAL ONE FINANCIAL CORP COM USD0.01 | 3.69% | 690.9K | $138.6M | -6.00%(-44.08K) | $213.75(+3.60%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC COM USD0.16 2/3 | 3.44% | 325.2K | $129.1M | -6.55%(-22.80K) | $294.63(+33.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.29% | +53.24% | +8.02% | +47.06% |
| Top 20 Holdings Unweighted | +16.07% | +56.39% | +8.57% | +50.87% |
Trinitybridge LTD reports $3.76B in US-listed equity holdings across 269 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (11.1%), AMZN (9.6%) and MSFT (6.9%). The top 20 holdings account for 81.3% of reported assets. Its disclosed equity book has returned +53.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Trinitybridge LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1718570). View Trinitybridge LTD’s 13F filings on SEC