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CIK: 0001718570
Total reported value
$3.8B
$3.8B
266 檔
29.7%
According to the latest 13F quarterly dataset, TrinityBridge Ltd managed an equity portfolio of $3.8B at the end of Q1 2025, spanning 266 distinct U.S. exchange-listed positions.
In Q1 2025, TrinityBridge Ltd displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 7.71% | — | +1.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.38% | -0.39% | +56.67% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.48% | +0.57% | -16.52% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.84% | +1.23% | -16.94% | |
| 5 | ELV | Elevance Health Inc | Stock-Healthcare | 4.69% | — | +0.39% | |
| 6 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.67% | +0.04% | -38.64% | |
| 7 | BRO | Brown & Brown Inc | Stock-Financials | 4.50% | — | -8.02% | |
| 8 | AMP | Ameriprise Financial Inc | Stock-Financials | 4.11% | -0.73% | -9.85% | |
| 9 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 3.99% | -4.68% | EXIT | |
| 10 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.23% | -0.01% | -5.82% | |
| 11 | COR | Cencora Inc | Stock-Healthcare | 3.18% | -0.16% | — | |
| 12 | MCK | Mckesson CORP | Stock-Healthcare | 3.17% | -0.24% | — | |
| 13 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.08% | -0.02% | -34.11% | |
| 14 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.05% | — | -21.70% | |
| 15 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 2.85% | — | +3.94% | |
| 16 | DCI | Donaldson Co Inc | Stock-Industrials | 2.50% | -0.03% | +27.88% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 2.42% | -0.01% | +3.01% | |
| 18 | AVTR | Avantor Inc | Stock-Healthcare | 2.17% | — | -0.04% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | +0.03% | +2.71% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.86% | +0.20% | -2.50% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.68% | +6.79% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.43% | -1.06% | EXIT | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.40% | +0.30% | +42.50% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.46% | -0.25% | |
| 25 | NDAQ | Nasdaq Inc | Stock-Financials | 1.32% | -0.02% | +15.11% | |
| 26 | HGV | Hilton Grand Vacations Inc | Stock-Other | 1.15% | +0.13% | — | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.10% | -0.03% | +13.79% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | -0.57% | EXIT | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.09% | +7.89% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | +0.01% | +2.33% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.19% | -3.39% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.11% | +4.17% | |
| 33 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.53% | +0.18% | +110.69% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.53% | +0.01% | +5.25% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.51% | -0.09% | +0.66% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.05% | +13.08% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.74% | -1.39% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | — | +4.87% | |
| 39 | EA | Electronic Arts Inc | Stock-Comm Services | 0.39% | -0.01% | +0.24% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.34% | -0.32% | EXIT | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.26% | -0.01% | +3.90% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.23% | -0.01% | -22.41% | |
| 43 | CARR | Carrier Global CORP | Stock-Industrials | 0.21% | +0.05% | +2.80% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.20% | +0.03% | -0.06% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.20% | — | +3.60% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.17% | — | +1.99% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.06% | +1.15% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.17% | -0.03% | -33.92% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.16% | +0.02% | +2.44% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.16% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | ELV | Elevance Health Inc | — | NEW | New buy |
| 6 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 7 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 8 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 9 | PFGC | Performance Food Group Co | — | NEW | New buy |
| 10 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 11 | COR | Cencora Inc | — | NEW | New buy |
| 12 | MCK | Mckesson CORP | — | NEW | New buy |
| 13 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 14 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 15 | BAH | Booz Allen Hamilton Holdings | — | NEW | New buy |
| 16 | DCI | Donaldson Co Inc | — | NEW | New buy |
| 17 | MA | Mastercard Inc - A | — | NEW | New buy |
| 18 | AVTR | Avantor Inc | — | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 20 | AAPL | Apple Inc | — | NEW | New buy |
| 21 | NVDA | Nvidia CORP | — | NEW | New buy |
| 22 | PM | Philip Morris International | — | NEW | New buy |
| 23 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 25 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 26 | HGV | Hilton Grand Vacations Inc | — | NEW | New buy |
| 27 | ADBE | Adobe Inc | — | NEW | New buy |
| 28 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 29 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 30 | KO | Coca-cola Co/the | — | NEW | New buy |
| 31 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 32 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 33 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 34 | DE | Deere & Co | — | NEW | New buy |
| 35 | EOG | Eog Resources Inc | — | NEW | New buy |
| 36 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 37 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 38 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 39 | EA | Electronic Arts Inc | — | NEW | New buy |
| 40 | HON | Honeywell International Inc | — | NEW | New buy |
| 41 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 42 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 43 | CARR | Carrier Global CORP | — | NEW | New buy |
| 44 | C | Citigroup Inc | — | NEW | New buy |
| 45 | RTX | Rtx CORP | — | NEW | New buy |
| 46 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 47 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 48 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 49 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 50 | BLK | Blackrock Inc | — | NEW | New buy |
According to official SEC Form 13F filings, TrinityBridge Ltd reported a total U.S. public equity portfolio value of $3.8B across 266 disclosed positions in Q1 2025.
During Q1 2025, TrinityBridge Ltd's top holdings by market value included FISV (7.7%)、MSFT (7.4%)、AMZN (6.5%). The largest single position, FISV, represented 7.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FISV, MSFT, AMZN) accounted for 29.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
FISV
市值: $268.4M
In Q1 2025, TrinityBridge Ltd made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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