§ 13F · FUND PROFILE
Trivest Advisors Ltd.
AUM · $3.2B (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$62M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HOLDINGS | 738K | $712M | 22.4% | +255% |
| 2 | MU | MICRON TECHNOLOGY INC | 605K | $698M | 21.9% | −23% |
| 3 | WDC | WESTERN DIGITAL CORP | 983K | $628M | 19.7% | +185% |
| 4 | LRCX | LAM RESEARCH CORP | 860K | $373M | 11.7% | +5% |
| 5 | SNDK | SANDISK CORP | 119K | $270M | 8.5% | +591% |
| 6 | BE | BLOOM ENERGY CORP- A | 788K | $239M | 7.5% | −20% |
| 7 | NVDA | NVIDIA CORP | 444K | $89M | 2.8% | +23% |
| 8 | GOOG | ALPHABET INC-CL C | 144K | $51M | 1.6% | +1% |
| 9 | VXX | IPATH SERIES B S&P 500 VIX HEDGEFUND | 1.33M | $29M | 0.9% | +331% |
| 10 | CIFR | CIPHER DIGITAL INC | 662K | $16M | 0.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIVEST SIGNAL
AC read
Trivest Advisors Ltd is a Other fund managing $3.2 billion in assets. The fund runs a focused portfolio of just 15 positions.
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