Fund HoldingsTrium Capital LLP

Total Portfolio Value
$1.24M
Total Bought
$626.3K
Total Sold
$4.89M
Net Transaction
-$4.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PALO ALTO NETWORKS INC(PANW)01,600,000+1,600,000047438.29%+474
RIVIAN AUTO INC0500,000+500,0000614.96%+61
KRANESHARES TR0516,312+516,3120141.13%+14
CHICO'S FAS INC01,437,533+1,437,5330110.88%+11
ISHARES TR0369,205+369,205090.72%+9
MASTERCARD INCORPORATED(MA)015,306+15,306070.53%+7
ACCENTURE PLC IRELAND
SHS CLASS A
017,664+17,664060.50%+6
VERALTO CORP(VLTO)054,394+54,394040.36%+4
COGNIZANT TECH SOLUTIO(CTSH)051,707+51,707040.32%+4
VANECK ETF TRUST
VANECK VIETNAM
0299,451+299,451040.31%+4
NIKE INC(NKE)024,065+24,065030.21%+3
SHOPIFY INC(SHOP)028,622+28,622020.18%+2
TRANSPORTADOR GAS SUR(TGS)0134,608+134,608020.16%+2
LIVE NATION ENTERTAINMENT IN(LYV)5,40626,037+20,631020.20%+2
ISHARES INC028,771+28,771020.15%+2
ULTA BEAUTY INC(ULTA)5,7958,303+2,508240.33%+2
ANSYS INC16,12017,899+1,779560.52%+2
YPF SOCIEDAD ANONIMA(YPF)096,862+96,862020.13%+2
CALIFORNIA RES CORP(CRC)029,306+29,306020.13%+2
ABBOTT LABS89,08691,110+2,0249100.81%+1
ESTEE LAUDER COMPANIES-CL A(EL)08,988+8,988010.11%+1
CENTRAL PUERTO S A(CEPU)0126,125+126,125010.09%+1
TRANE TECHNOLOGIES PLC(TT)04,468+4,468010.09%+1
OTIS WORLDWIDE CORP(OTIS)92,94595,039+2,094790.69%+1
GRACO INC(GGG)82,33779,505-2,832670.56%+1
LINDE PLC(LIN)02,062+2,062010.07%+1
MOODY'S CORP(MCO)16,08714,936-1,151560.47%+1
ADOBE INC(ADBE)8,9038,854-49550.43%+1
PAMPA ENERGIA SA(PAM)014,128+14,128010.06%+1
CORE & MAIN INC-CLASS A(CNM)017,122+17,122010.06%+1
UNITEDHEALTH GROUP INC(UNH)12,70813,380+672670.57%+1
CME GROUP INC(CME)27,85729,374+1,517660.50%+1
FIRST SOLAR INC(FSLR)7603,992+3,232010.06%+1
LOWE'S COS INC(LOW)19,11820,303+1,185450.36%+1
WASTE CONNECTIONS INC(WCN)03,370+3,370010.04%+1
DARLING INGREDIENTS INC(DAR)09,191+9,191000.04%0
STRYKER CORP(SYK)22,50721,926-581670.53%0
ACUITY BRANDS INC(AYI)01,860+1,860000.03%0
BLUEROCK HOMES TRUST INC023,657+23,657000.03%0
CNH INDUSTRIAL NV
SHS
026,434+26,434000.03%0
NEXTERA ENERGY INC(NEE)9,53014,152+4,622110.07%0
REPUBLIC SERVICES INC(RSG)5,8166,725+909110.09%0
WABTEC(WAB)02,087+2,087000.02%0
ARRAY TECHNOLOGIES INC(ARRY)013,034+13,034000.02%0
FLUENCE ENERGY INC(FLNC)07,175+7,175000.01%0
OWENS CORNING NEW(OC)3,0213,803+782010.05%0
AMERICAN WTR WKS CO INC NEW2,0752,973+898000.03%0
DEERE & CO(DE)534818+284000.03%0
CADELER A S(CDLR)06,551+6,551000.01%0
ADVANCED DRAINAGE SYS IN DEL(WMS)1,8191,844+25000.02%0
SHARKNINJA INC(SN)01,000+1,000000.00%0
SIRIUS XM HOLDINGS INC(SIRI)(Call)12,10012,1000000
GOLDEN OCEAN GROUP LTD0100+100000.00%0
SIBANYE-STILLWATER LTD(SBSW)0100+100000.00%0
ELLINGTON FINANCIAL INC(EFC)077+77000.00%0
COMPANHIA PARANAENSE DE ENER(ELPC)025+25000
COMPANHIA PARANAENSE DE ENER1001000000.00%0
ENCORE WIRE CORP770000.00%0
FORTUNA SILVER MINES INC500-50000
GLOBUS MEDICAL INC - A(GMED)30-3000
GOLDEN OCEAN GROUP LTD1000-10000-0
SIBANYE-STILLWATER LTD-ADR(SBSW)1000-10000-0
IVANHOE MINES LTD-CL A1820-18200-0
COMPANHIA DE SANEAMENTO BASI(SBS)53,06141,097-11,964110.05%-0
ENPHASE ENERGY INC(ENPH)1500-15000-0
EXPEDIA GROUP INC(EXPE)1700-17000-0
BROOKFIELD INFRASTRUCTURE-A(BIPC)(Put)1,0000-1,00000-0
HERSHA HOSPITALITY TRUST1,7740-1,77400-0
VISA INC(V)13,72811,884-1,844330.25%-0
SHOALS TECHNOLOGIES GROUP -A(SHLS)5,1010-5,10100-0
ARRAY TECHNOLOGIES INC(ARRY)4,4760-4,47600-0
WASTE MGMT INC DEL(WM)4,8763,588-1,288110.05%-0
NEXTRACKER INC-CL A2,5100-2,51000-0
SCHNITZER STEEL INDS INC-A6,1180-6,11800-0
ALBEMARLE CORP(ALB)000000
FLUENCE ENERGY INC(FLNC)9,7100-9,71000-0
BLUEROCK HOMES TRUST INC23,6570-23,65700-0
LINDE PLC(LIN)1,1040-1,10400-0
XYLEM INC(XYL)46,47429,149-17,325430.27%-1
TRANE TECHNOLOGIES PLC(TT)4,7200-4,72010-1
ROLLINS INC(ROL)137,05288,781-48,271540.31%-1
ECOLAB INC(ECL)42,90230,020-12,882760.48%-1
TRANSALTA RENEWABLES INC167,2000-167,20020-2
PHINIA INC(PHIN)65,4410-65,44120-2
IDEXX LABORATORIES INC(IDXX)4,1110-4,11120-2
KINAXIS INC17,3180-17,31820-2
SHOPIFY INC - CLASS A(SHOP)40,0180-40,01820-2
CIA ENERGETICA DE MINAS GERA(CIG)2,311,6601,457,553-854,107630.27%-2
NIKE INC -CL B(NKE)24,2310-24,23120-2
CNH INDUSTRIAL NV
SHS
224,6460-224,64630-3
CORE & MAIN INC-CLASS A(CNM)99,6180-99,61830-3
ESTEE LAUDER COMPANIES-CL A(EL)19,9640-19,96430-3
HERITAGE-CRYSTAL CLEAN INC63,7480-63,74830-3
SOCIEDAD QUIMICA Y MINERA DE(SQM)49,0430-49,04330-3
COGNIZANT TECH SOLUTIONS-A(CTSH)50,5720-50,57230-3
DENBURY INC43,0650-43,06540-4
ACCENTURE PLC-CL A
SHS CLASS A
18,1550-18,15560-6
ALPHABET INC-CL A(GOOG)43,4290-43,42960-6
NATIONAL INSTRUMENTS CORP98,6460-98,64660-6
CANACCORD GENUITY GROUP INC1,006,4590-1,006,45960-6
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