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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 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVO MISSION PRODUCE ORD Consumer Defensive 1.0 $14.0 NEW $14.00 -14.7%
62 STERLING BANCORP ORD 192,126.0 NEW
63 AVADEL PHARMACEUTICALS CVR (ALKERMES PLC merger) 1,292,985.0 NEW
Page 4 of 4  ·  63 positions

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
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%