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Trajan Group Holdings Ltd ASX:TRJ

0 opened or increased0 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20252026

30 Jun 2024 to today

Commentary 1 comments

DateManagerActionSummary

30 Jun 2024Renaissance Asset ManagementIncreasedRenaissance Asset Management increased its position in Trajan Group Holdings Ltd because the fund remained confident in its long-term outlook despite the company delivering a half that was better but less than management had guided to, following a period of client destocking. Renaissance Asset Management built a small initial position and added to it below 70 cents per share, and notes the stock has since rebounded somewhat despite ongoing near-term volatility.

Quarterly Report, price recorded $1.02

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on TRJ.

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About Trajan Group Holdings Ltd

Industrials, Life Sciences Tools and Services

Trajan Group (ASX:TRJ), a life sciences and analytical products company, was bought by Renaissance Asset Management after a sharp fall. In June 2024, Renaissance said it purchased Trajan after it had fallen from grace while dealing with client destocking, noting the company had guided to better trading conditions ahead. Trajan Group operates in the Healthcare sector within the Life Sciences Tools and Services industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Renaissance Asset Management. Founded in 2011 and headquartered in Ringwood, Melbourne, Trajan develops and manufactures analytical and life sciences products, including chromatography consumables, sample collection devices and automation systems used in laboratories, pathology and biopharmaceutical research, with operations in Australia, the US, Europe and Asia, and has pursued growth through acquisitions in microsampling and lab automation technologies.

Market cap: $42m
Price to earnings: Loss-making
Return on equity: -0.6%
Dividend yield: 0.0%
Price to book: 0.27x
Net margin: -0.4%
52-week range: $0.14 to $0.87

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Trajan Group Holdings Ltd (ASX:TRJ)?

Fund managers including Renaissance Asset Management have invested in Trajan Group Holdings Ltd (ASX:TRJ).

What opportunities or catalysts do fund managers highlight for Trajan Group Holdings Ltd?

Renaissance highlights an attractive entry point after the share price fall and management's guidance for improving trading conditions as customer destocking eases.

What are the key risks to the Trajan Group Holdings Ltd investment thesis, according to fund managers?

Renaissance notes client destocking hurt Trajan's results, and recovery depends on demand from laboratory and biopharma customers.

What does Trajan Group Holdings Ltd (ASX:TRJ) do?

Trajan Group Holdings Ltd., headquartered in Ringwood, Australia, is a developer and manufacturer of analytical and life sciences products. Founded in 2011, the company operates through two segments: Analytical Products and Life Science Solutions. The Analytical Products segment produces components and consumables for scientific measurement. The Life Science Solutions segment provides pathology, automation workflow, micro-sampling, testing, and data analysis services. Trajan focuses on enhancing human well-being through advanced laboratory technologies and scientific instruments, serving global life science and analytical markets.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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