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Latest Trium Capital LLP Stock Portfolio

$162Million | No. of Holdings #50

Trium Capital LLP Performance

2026 Q2-6.69%
YTD-3.74%
2025+12.11%

About Trium Capital LLP and 13F Hedge Fund Stock Holdings

On 2026-07-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Trium Capital LLP reported an equity portfolio of $162.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Trium Capital LLP are T, ESPR, . The fund has invested 35.5% of it's portfolio in AT&T ORD and 21.7% of portfolio in ESPERION THERAPEUTICS ORD. <br><br> The fund managers got completely rid off SUNOPTA ORD (STKL), HOLOGIC ORD (HOLX) and ONESTREAM CL A ORD stocks. They significantly reduced their stock positions in SHOALS TECHNOLOGIES GROUP CL A ORD (SHLS), WATTS INDUSTRIES CL A ORD (WTS) and ACUITY ORD (AYI). Trium Capital LLP opened new stock positions in ESPERION THERAPEUTICS ORD (ESPR), ROCKWELL AUTOMAT ORD (ROK) and NEXTERA ENERGY ORD (NEE). The fund showed a lot of confidence in some stocks as they added substantially to FIRST SOLAR ORD (FSLR), NEXTPOWER CL A ORD and ELME ORD (WRE).
Trium Capital LLP Equity Portfolio Value
Last Reported on: 16 Jul, 2026
$162Million
  as of Jul 16, 2026

Trium Capital LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Trium Capital LLP made a return of -6.69% in the last quarter. In trailing 12 months, it's portfolio return was 3.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
esperion therapeutics ord35,259,800
rockwell automat ord1,963,490
nextera energy ord1,854,050
waste connections ord1,733,240
atrium therapeutics ord1,523,590
zurn elkay water solutions ord1,246,980
qxo ord1,217,860
shutterstock ord866,100
New stocks bought by Trium Capital LLP

Additions

Ticker% Inc.
first solar ord98,460
nextpower cl a ord34,166
elme ord180
at&t ord120
alumis ord103
achilles therapeutics ads100
baker hughes cl a ord100
excelerate energy cl a ord100
Additions to existing portfolio by Trium Capital LLP

Reductions

Ticker% Reduced
shoals technologies group cl a ord-99.67
watts industries cl a ord-88.31
acuity ord-74.83
waste management ord-58.17
veralto ord-42.26
sapiens international ord-41.33
gorman rupp ord-40.26
nvent electric ord-29.61
Trium Capital LLP reduced stake in above stock

Sold off

Ticker$ Sold
sunopta ord-9,321,310
quanterix ord-3,499,640
desktop metal cl a ord-3,791,230
first foundation ord-2,612,820
onestream cl a ord-6,547,270
vaneck vietnam etf-4,711,060
on24 ord-1,430,370
apartment invst mgt cl a reit ord-657,684
Trium Capital LLP got rid off the above stocks

Sector Distribution

Trium Capital LLP has about 36.9% of it's holdings in Communication Services sector.

  • Communication Services
  • Healthcare
  • Others
  • Industrials
  • Real Estate
  • Utilities
  • Basic Materials
  • Technology
  • Consumer Defensive
Sector%
Communication Services36.9
Healthcare22.2
Others15.7
Industrials12.1
Real Estate3.9
Utilities3.7
Basic Materials2.5
Technology1.9
Consumer Defensive1.1

Market Cap. Distribution

Trium Capital LLP has about 55.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • SMALL-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MICRO-CAP
  • MID-CAP
Category%
MEGA-CAP37.7
SMALL-CAP23.1
LARGE-CAP17.9
UNALLOCATED15.7
MICRO-CAP3.1
MID-CAP2.4

Stocks belong to which Index?

About 55.6% of the stocks held by Trium Capital LLP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50048.9
Others44.3
RUSSELL 20006.7
Top 5 Winners (%)%
OC
owens corning ord
46.2 %
GRC
gorman rupp ord
38.1 %
NVT
nvent electric ord
37.0 %
MTZ
mastec ord
28.2 %
SHLS
shoals technologies group cl a ord
25.3 %
Top 5 Winners ($)$
alumis ord
1.8 M
NVT
nvent electric ord
0.7 M
OC
owens corning ord
0.6 M
MTZ
mastec ord
0.3 M
AYI
acuity ord
0.3 M
Top 5 Losers (%)%
T
at&t ord
-21.3 %
WRE
elme ord
-19.5 %
DAR
darling ingredients ord
-9.7 %
BKR
baker hughes cl a ord
-7.0 %
WTRG
essential utilities ord
-4.2 %
Top 5 Losers ($)$
T
at&t ord
-15.6 M
WRE
elme ord
-1.2 M
DAR
darling ingredients ord
-0.2 M
WTRG
essential utilities ord
-0.1 M
RSG
republic services ord
-0.1 M

Trium Capital LLP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Trium Capital LLP

Trium Capital LLP has 50 stocks in it's portfolio. About 78.6% of the portfolio is in top 10 stocks. T proved to be the most loss making stock for the portfolio. was the most profitable stock for Trium Capital LLP last quarter.

$158.71MTotal Value
76.00Positions
16 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Trium Capital LLP, last reported on 16 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACHL
Achilles Therapeutics Ads

Achilles Therapeutics Ads

ACHL
Trium Capital LLP's holding in Achilles Therapeutics Ads over time
0.06%61,506
$91.0K
0.06%
increased 100 percentadded
AFK
Vaneck Vietnam Etf

Vaneck Vietnam Etf

AFK
Trium Capital LLP's holding in Vaneck Vietnam Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
DSX
Diana Shipping Ord

Diana Shipping Ord

DSX
Trium Capital LLP's holding in Diana Shipping Ord over time
0%0.00
$0.00
0%
decreased 100 percentsold off