Trivest Advisors Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.39B
Q ending 2026-03-31
Prior quarter
$2.19B
Q ending 2025-12-31
Change
-36.6% QoQ · +17.8% YoY
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Micron Technology Inc | MU | Shares | $264.9M | 784K |
| Lam Research Corp | LRCX | Shares | $174.3M | 816K |
| Lumentum Holdings Inc | LITE | Shares | $149.0M | 212K |
| Teradyne Inc | TER | Shares | $135.4M | 457K |
| Bloom Energy Corp- A | BE | Shares | $132.8M | 980K |
| Western Digital Corp | WDC | Shares | $93.3M | 345K |
| Seagate Technology Holdings | Shares | $81.5M | 208K | |
| Nvidia Corp | NVDA | Shares | $62.8M | 360K |
| Alphabet Inc-Cl C | GOOG | Shares | $40.8M | 142K |
| Futu Holdings Ltd-Adr | FUTU | Shares | $38.2M | 279K |
| Echostar Corp-A | ECHO | Shares | $28.2M | 241K |
| Corning Inc | GLW | Shares | $23.0M | 169K |
| Amazon.Com Inc | AMZN | Shares | $18.0M | 87K |
| Intel Corp | INTC | Shares | $15.9M | 360K |
| Coherent Corp | COHR | Shares | $14.9M | 62K |
| Macom Technology Solutions H | MTSI | Shares | $14.3M | 64K |
| Tesla Motors Inc | TSLA | Shares | $13.4M | 36K |
| Broadcom Inc | AVGO | Shares | $12.4M | 40K |
| Ipath Series B S&P 500 Vix Hedgefu | VXX | Shares | $11.0M | 309K |
| Meta Platforms Inc | META | Shares | $11.0M | 19K |
| Sandisk Corp | SNDK | Shares | $10.9M | 17K |
| Applied Materials Inc | AMAT | Shares | $10.2M | 30K |
| Trip.Com Group Ltd-Adr | TCOM | Shares | $9.0M | 181K |
| Microsoft Corp | MSFT | Shares | $6.8M | 18K |
| Linde Plc | Shares | $5.4M | 11K | |
| Redwire Corp | RDW | Shares | $5.4M | 635K |
| Ttm Technologies | TTMI | Shares | $3.1M | 32K |
| Stmicroelectronics Nv-Ny Shs | STM | Shares | $2.0M | 59K |
| Zepp Health Corp-Adr | ZEPP | Shares | $369K | 31K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.