EdgeMarket › What Trivest Advisors Ltd reported owning
What Trivest Advisors Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
29Quarter
2026-03-31Shown below
29largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 264.9M | 19.1% | 784.1K | 966.78 | +724.8% |
| LRCX LAM RESEARCH CORP | 174.3M | 12.6% | 815.7K | 314.00 | +216.7% |
| LITE Lumentum Holdings Inc. | 149.0M | 10.7% | 212.0K | 866.71 | +647.9% |
| TER TERADYNE, INC | 135.4M | 9.8% | 456.8K | 375.74 | +243.1% |
| BE Bloom Energy Corp | 132.8M | 9.6% | 980.0K | 201.45 | +352.6% |
| WDC WESTERN DIGITAL CORP | 93.3M | 6.7% | 345.0K | 459.44 | +507.4% |
| STX Seagate Technology Holdings plc | 81.5M | 5.9% | 208.0K | 850.00 | +436.6% |
| NVDA NVIDIA CORP | 62.8M | 4.5% | 360.0K | 214.72 | +22.4% |
| GOOG Alphabet Inc. | 40.8M | 2.9% | 142.2K | 341.75 | +70.7% |
| FUTU Futu Holdings Ltd | 38.2M | 2.7% | 279.0K | 123.64 | -30.8% |
| ECHO EchoStar CORP | 28.2M | 2.0% | 241.0K | 86.81 | +214.0% |
| GLW CORNING INC /NY | 23.0M | 1.7% | 169.2K | 149.84 | +132.0% |
| AMZN AMAZON COM INC | 18.0M | 1.3% | 86.6K | 258.63 | +15.6% |
| INTC INTEL CORP | 15.9M | 1.1% | 360.0K | 90.07 | +282.6% |
| COHR COHERENT CORP. | 14.9M | 1.1% | 62.4K | 289.52 | +234.5% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 14.3M | 1.0% | 64.4K | 266.61 | +120.1% |
| TSLA Tesla, Inc. | 13.4M | 1.0% | 36.0K | 362.86 | +12.0% |
| AVGO Broadcom Inc. | 12.4M | 0.9% | 40.0K | 368.45 | +26.5% |
| VXX BARCLAYS BANK PLC | 11.0M | 0.8% | 309.0K | 18.95 | -51.0% |
| META Meta Platforms, Inc. | 11.0M | 0.8% | 19.2K | 549.90 | -26.5% |
| SNDK Sandisk Corp | 10.9M | 0.8% | 17.2K | 1,596.08 | +3494.8% |
| AMAT APPLIED MATERIALS INC /DE | 10.2M | 0.7% | 30.0K | 492.32 | +205.9% |
| TCOM Trip.com Group Ltd | 9.0M | 0.6% | 181.1K | 46.11 | -27.0% |
| MSFT MICROSOFT CORP | 6.8M | 0.5% | 18.4K | 483.24 | -4.4% |
| LIN LINDE PLC | 5.4M | 0.4% | 10.9K | 487.57 | +1.1% |
| RDW Redwire Corp | 5.4M | 0.4% | 635.0K | 12.02 | +38.2% |
| TTMI TTM TECHNOLOGIES INC | 3.1M | 0.2% | 31.5K | 110.54 | +175.9% |
| STM STMicroelectronics N.V. | 2.0M | 0.1% | 59.0K | 50.56 | +94.5% |
| ZEPP Zepp Health Corp | 369.2K | 0.0% | 30.9K | 5.15 | -86.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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