LongTRMBJun 2026
Trimble, Inc.
Trimble reported strong first-quarter revenue and margin improvement, although full-year guidance implied slower growth during the remainder of 2026. Management highlighted macro…
TRMB
Which hedge funds are long TRMB?
2 published ideas on Trimble, Inc. across 2 funds — 2 long and 0 short.
Trimble hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Trimble: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongTRMBJun 2026
Trimble Inc.
Trimble provides positioning, modeling and data-analytics tools that digitize and automate workflows in construction, agriculture, transportation and geospatial markets. Meridian…