Trium Capital LLP
Trium Capital LLP reported 53 holdings worth US$79.4M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 16, 2026
Trium Capital LLP reported 53 holdings worth US$79.4M as of Sep 30, 2026. Largest: At&t Inc., Simulations Plus, Inc. and Elme Communities. Filed Oct 16, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$79.4M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| At&t Inc. | 1.03M | US$32.1M | 40.5% |
| Simulations Plus, Inc. | 673K | US$12.4M | 15.6% |
| Elme Communities | 2.69M | US$4.67M | 5.9% |
| Genco Shipping & Trading Limited | 175K | US$4.57M | 5.8% |
| Biolife Solutions, Inc. | 76,232 | US$2.96M | 3.7% |
| Snowflake Inc. | 8,700 | US$2.95M | 3.7% |
| Alumis Inc. | 201K | US$1.48M | 1.9% |
| Elemental Royalty Corporation | 64,984 | US$1.25M | 1.6% |
| The Middleby Corporation | 10,063 | US$1.04M | 1.3% |
| Public Service Enterprise Group Incorporated | 15,121 | US$1.02M | 1.3% |
| Darling Ingredients Inc. | 14,595 | US$886K | 1.1% |
| Republic Services, Inc. | 4,126 | US$866K | 1.1% |
| Westinghouse Air Brake Technologies Corporation | 2,763 | US$793K | 1.00% |
| Owens Corning Inc | 5,923 | US$691K | 0.87% |
| Ferguson Enterprises Inc. | 3,072 | US$684K | 0.86% |
| Full Truck Alliance Co. Ltd. | 82,073 | US$679K | 0.85% |
| Utz Brands Inc | 46,429 | US$662K | 0.83% |
| Waste Connections, Inc. | 4,210 | US$648K | 0.82% |
| First Solar, Inc. | 3,378 | US$592K | 0.74% |
| Constellation Energy Corporation | 2,051 | US$521K | 0.66% |
| Veralto Corp | 5,421 | US$511K | 0.64% |
| Atrium Therapeutics, Inc. | 58,382 | US$483K | 0.61% |
| Corteva, Inc. | 5,737 | US$445K | 0.56% |
| Rockwell Automation, Inc. | 1,014 | US$441K | 0.56% |
| Nextera Energy, Inc. | 4,827 | US$366K | 0.46% |
| Advanced Drainage Systems, Inc. | 2,067 | US$262K | 0.33% |
| Mastec, Inc. | 1,155 | US$247K | 0.31% |
| Trimble Inc. | 3,886 | US$222K | 0.28% |
| Nextpower Inc. | 2,487 | US$194K | 0.24% |
| Bentley Systems, Incorporated | 5,857 | US$187K | 0.24% |
| Waste Management, Inc. | 915 | US$187K | 0.23% |
| Solv Energy, Inc. | 7,570 | US$182K | 0.23% |
| Core & Main, Inc. | 4,324 | US$179K | 0.23% |
| Ametek, Inc. | 673 | US$167K | 0.21% |
| Zurn Elkay Water Solutions Corporation | 3,437 | US$160K | 0.20% |
| Enersys | 581 | US$107K | 0.13% |
| Enphase Energy, Inc. | 2,255 | US$74,392 | 0.09% |
| Shoals Technologies Group, Inc. | 8,825 | US$71,482 | 0.09% |
| Datadog, Inc. | 200 | US$54,770 | 0.07% |
| Fervo Energy Company | 3,349 | US$45,513 | 0.06% |
| Star Bulk Carriers Corp. | 100 | US$2,936 | <0.01% |
| Baker Hughes Company | 23 | US$1,263 | <0.01% |
| Excelerate Energy, Inc. | 37 | US$1,189 | <0.01% |
| Banner Corporation | 4 | US$268 | <0.01% |
| Devon Energy Corporation | 4 | US$184 | <0.01% |
Source
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