1y return+15.8%S&P 500 +20.9%
3y return+30.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $135 against $195 in the S&P 500.2
Trium Capital LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TAt&t Ord | $57.8M | 36.4% | +120.2% |
| Esperion Therapeutics OrdCUSIP 29664W105 | $35.3M | 22.2% | New |
| ALMSAlumis Ord | $11.0M | 6.9% | +103.9% |
| Sapiens International OrdCUSIP G7T16G103 | $7.6M | 4.8% | −41.3% |
| ELMEElme Ord | $5.0M | 3.1% | +180.8% |
| WABWabtec Ord | $3.4M | 2.1% | +49.0% |
| Linde OrdCUSIP G54950103 | $2.1M | 1.3% | +18.3% |
| ROKRockwell Automat Ord | $2.0M | 1.2% | New |
| OCOwens Corning Ord | $1.9M | 1.2% | −2.7% |
| FERGFerguson Enterprises Ord | $1.9M | 1.2% | +28.1% |
| Nvent Electric OrdCUSIP G6700G107 | $1.9M | 1.2% | −29.6% |
| CTVACorteva Ord | $1.9M | 1.2% | +19.7% |
| NEENextera Energy Ord | $1.9M | 1.2% | New |
| RSGRepublic Services Ord | $1.8M | 1.2% | −14.5% |
| DARDarling Ingredients Ord | $1.8M | 1.1% | +62.7% |
| WCNWaste Connections Ord | $1.7M | 1.1% | New |
| WTRGEssential Utilities Ord | $1.7M | 1.1% | +41.2% |
| PEGPublic Service Enterprise Group Ord | $1.6M | 1.0% | +1.0% |
| RNAAtrium Therapeutics Ord | $1.5M | 1.0% | New |
| Johnson Controls International OrdCUSIP G51502105 | $1.5M | 0.9% | −12.7% |
| MTZMastec Ord | $1.4M | 0.9% | +6.5% |
| ZWSZurn Elkay Water Solutions Ord | $1.2M | 0.8% | New |
| QXOQxo Ord | $1.2M | 0.8% | New |
| WYWeyerhaeuser Reit | $1.2M | 0.8% | +29.0% |
| FSLRFirst Solar Ord | $1.2M | 0.7% | +98460.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ALMSAlumis Ord | June 30, 2025 | +838.0% | $11.0M |
| Nvent Electric OrdCUSIP G6700G107 | March 31, 2024 | +124.9% | $1.9M |
| WABWabtec Ord | December 31, 2023 | +112.5% | $3.4M |
| AYIAcuity Ord | December 31, 2023 | +83.9% | $434K |
| DARDarling Ingredients Ord | September 30, 2025 | +76.9% | $1.8M |
| OCOwens Corning Ord | March 31, 2023 | +65.9% | $1.9M |
| RSGRepublic Services Ord | March 31, 2023 | +57.6% | $1.8M |
| GRCGorman Rupp Ord | March 31, 2026 | +47.7% | $606K |
| FSLRFirst Solar Ord | September 30, 2023 | +46.0% | $1.2M |
| WTSWatts Industries Cl A Ord | September 30, 2025 | +40.2% | $159K |
Sold off last quarter
- STKLSunopta Ord was $9.3M
- Hologic OrdCUSIP 436440101 was $8.5M
- Onestream Cl A OrdCUSIP 68278B107 was $6.5M
- EWZIshares Msci Brazil Etf was $6.3M
- VNMVaneck Vietnam Etf was $4.7M
- Desktop Metal Cl A OrdCUSIP 25058X303 was $3.8M
- QTRXQuanterix Ord was $3.5M
- First Foundation OrdCUSIP 32026V104 was $2.6M
- ACIAlbertsons Companies Cl A Ord was $2.3M
- EXCExelon Ord was $1.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −3.7% | +14.8% |
| March 31, 2026 | +7.4% | −4.6% |
| December 31, 2025 | +8.9% | +2.4% |
| September 30, 2025 | +2.8% | +7.8% |
| June 30, 2025 | +0.7% | +10.5% |
| March 31, 2025 | +7.5% | −4.6% |
| December 31, 2024 | −3.7% | +2.1% |
| September 30, 2024 | +10.4% | +5.4% |
| June 30, 2024 | −6.6% | +4.0% |
| March 31, 2024 | +4.0% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −7.1% | −3.6% |
| June 30, 2023 | +2.4% | +8.3% |
| March 31, 2023 | +0.9% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Trium Capital LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1963860&type=13F-HR&dateb=&owner=include&count=40CIK 1963860
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1963860/000196386026000010/Filed July 16, 2026 · accession 0001963860-26-000010