Portfolio (Quarterly) Guide ↗

Marble Bar Asset Management LLP

· CIK 0001346570

13F Portfolio $102M AUM 30 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 22 New 7 Added 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	AVIDITY BIOSCIENCES INC	—	5,777	$417K	9.66%	SOLD
2	HNI	HNI CORP	Industrials	5,630	$237K	5.49%	SOLD
3	ILMN	ILLUMINA INC	Healthcare	1,302	$171K	3.96%	SOLD
4	—	PAGERDUTY INC	—	7,020	$92K	2.13%	SOLD

Sector Allocation

Industrials 61.8%

Technology 15.5%

Communication Services 10.3%

Healthcare 6.4%

Energy 2.2%

Consumer Cyclical 2.1%

Consumer Defensive 1.7%