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Portfolio (Quarterly) Guide ↗

Trium Capital LLP

· CIK 0001963860
13F Portfolio $142M AUM 63 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 10 Added 15 Reduced 25 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 QCOM CALL QUALCOMM ORD Technology 46,800 $6K 0.01% SOLD
22 CRC CALIFORNIA RESOURCES ORD Energy 12 $537.0 SOLD
23 KMB CALL KIMBERLY CLARK ORD Consumer Defensive 3,900 $429.0 SOLD
24 HNI HNI ORD Industrials 5 $210.0 SOLD
25 CIVITAS RESOURCES ORD 1 $27.0 SOLD
Page 2 of 2  ·  25 positions
Sector Allocation
Communication Services 41.5%
Industrials 23.9%
Consumer Defensive 14.8%
Healthcare 8.9%
Utilities 5.4%
Basic Materials 3.8%
Real Estate 1.1%
Energy 0.6%
Technology 0.0%
Financial Services 0.0%