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Portfolio (Quarterly) Guide ↗

NAN FUNG TRINITY (HK) LTD

· CIK 0001781880
13F Portfolio $911M AUM 62 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 24 Added 7 Reduced 20 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMCOR PLC 1,115,976.0 $44.4M 4.87% NEW $39.75
2 OC OWENS CORNING NEW Industrials 136,024.0 $14.7M 1.62% NEW $108.22 +13.0%
3 PINS PINTEREST INC Communication Services 658,700.0 $12.1M 1.33% NEW $18.34 +9.2%
4 MCHP MICROCHIP TECHNOLOGY INC. Technology 170,600.0 $11.0M 1.21% NEW $64.61 +49.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 37.4%
Technology 14.0%
Basic Materials 12.6%
Communication Services 12.2%
Consumer Cyclical 8.8%
Real Estate 8.2%
Industrials 5.0%
Consumer Defensive 1.8%