§ 13F · FUND PROFILE
Trivest Advisors Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.1B (13F)Positions · 32Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$204M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 784K | $265M | 19.1% | +28% |
| 2 | LRCX | LAM RESEARCH CORP | 816K | $174M | 12.6% | +9% |
| 3 | LITE | LUMENTUM HOLDINGS INC | 212K | $149M | 10.7% | +19% |
| 4 | TER | TERADYNE INC | 457K | $135M | 9.8% | NEW |
| 5 | BE | BLOOM ENERGY CORP- A | 980K | $133M | 9.6% | −13% |
| 6 | WDC | WESTERN DIGITAL CORP | 345K | $93M | 6.7% | −61% |
| 7 | STX | SEAGATE TECHNOLOGY HOLDINGS | 208K | $81M | 5.9% | −36% |
| 8 | NVDA | NVIDIA CORP | 360K | $63M | 4.5% | −74% |
| 9 | GOOG | ALPHABET INC-CL C | 142K | $41M | 2.9% | −35% |
| 10 | FUTU | FUTU HOLDINGS LTD-ADR | 279K | $38M | 2.7% | −48% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIVEST SIGNAL
AC read
Trivest Advisors Ltd is a Other fund managing $3.1 billion in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed