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Trium Capital LLP Portfolio
$79.4M across 53 positions as of 2026-09-30, with 82% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| TAT&T Inc | $32.1M | 40.5% | 1,033,000 |
| SIMULATIONS PLUS ORD | $12.4M | 15.6% | 673,172 |
| ELME ORD | $4.7M | 5.9% | 2,685,635 |
| GENCO SHIPPING TRADING ORD | $4.6M | 5.8% | 174,750 |
| BLFSBioLife Solutions Inc | $3M | 3.7% | 76,232 |
| SNOWSnowflake Inc | $3M | 3.7% | 8,700 |
| SPYState Street SPDR S&P 500 ETF Trustput — a bet against | $1.7M | 2.1% | 1,378,500 |
| ALUMIS ORD | $1.5M | 1.9% | 200,773 |
| ELEMENTAL ROYALTY ORD | $1.2M | 1.6% | 64,984 |
| MIDDMiddleby Corp | $1M | 1.3% | 10,063 |
| PEGPublic Service Enterprise Group Inc | $1M | 1.3% | 15,121 |
| DARDarling Ingredients Inc | $886.1K | 1.1% | 14,595 |
| RSGRepublic Services Inc | $865.9K | 1.1% | 4,126 |
| NVENT ELECTRIC ORD | $853.2K | 1.1% | 5,320 |
| WABWestinghouse Air Brake Technologies Corp | $793.5K | 1.0% | 2,763 |
| OCOwens Corning | $691.5K | 0.9% | 5,923 |
| FERGFerguson Enterprises Inc | $683.9K | 0.9% | 3,072 |
| FULL TRUCK ALLNC 20 ADR REP CL A ORD | $678.7K | 0.9% | 82,073 |
| UTZUTZ Brands Inc | $661.6K | 0.8% | 46,429 |
| WCNWaste Connections, Inc | $648K | 0.8% | 4,210 |
| FSLRFirst Solar Inc | $591.7K | 0.7% | 3,378 |
| CEGConstellation Energy Corp | $521K | 0.7% | 2,051 |
| VLTOVeralto Corp | $511.3K | 0.6% | 5,421 |
| ATRIUM THERAPEUTICS ORD | $483.4K | 0.6% | 58,382 |
| CTVACorteva Inc | $445.5K | 0.6% | 5,737 |
| ROKRockwell Automation Inc | $441.4K | 0.6% | 1,014 |
| NEENextera Energy Inc | $365.6K | 0.5% | 4,827 |
| EWZISHARES MSCI BRAZIL ETFcall | $361.2K | 0.5% | 322,500 |
| APTIV ORD | $263.6K | 0.3% | 6,128 |
| WMSAdvanced Drainage Systems Inc | $261.9K | 0.3% | 2,067 |
| MTZMasTec Inc | $246.7K | 0.3% | 1,155 |
| TRMBTrimble Inc | $221.9K | 0.3% | 3,886 |
| NEXTPOWER ORD | $193.8K | 0.2% | 2,487 |
| BENTLEY SYSTEMS CL B ORD | $187.1K | 0.2% | 5,857 |
| WMWaste Management Inc | $186.6K | 0.2% | 915 |
| SOLV ENERGY CL A ORD | $181.8K | 0.2% | 7,570 |
| CNMCore & Main Inc | $179.4K | 0.2% | 4,324 |
| AMEAMETEK Inc | $166.7K | 0.2% | 673 |
| ZURN ELKAY WATER SOLUTIONS ORD | $159.7K | 0.2% | 3,437 |
| VERSIGENT ORD | $155.3K | 0.2% | 3,455 |
| ENSEnerSys | $106.6K | 0.1% | 581 |
| ENPHEnphase Energy Inc | $74.4K | 0.1% | 2,255 |
| SHLSShoals Technologies Group Inc | $71.5K | 0.1% | 8,825 |
| DDOGDatadog Inc (Pre-Reincorporation) | $54.8K | 0.1% | 200 |
| FERVO ENERGY CL A ORD | $45.5K | 0.1% | 3,349 |
| IREN ORD | $24.5K | 0.0% | 600 |
| STAR BULK CARRIERS ORD | $2.9K | 0.0% | 100 |
| BW LPG ORD | $2K | 0.0% | 81 |
| CMB.TECH ORD | $2K | 0.0% | 105 |
| BKRBaker Hughes Co | $1.3K | 0.0% | 23 |
| EXCELERATE ENERGY CL A ORD | $1.2K | 0.0% | 37 |
| BANNER ORD | $268 | 0.0% | 4 |
| DVNDevon Energy Corp | $184 | 0.0% | 4 |
Quarter ending 2026-09-30.
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