Trivest Advisors Ltd
Filing Date
Global Rank
#1,502
/ 8,623
▼ 326
· as of Mar 2026
Top Industry
Semiconductors
27.9%
3Y Alpha vs SPY
+7.8%
Period ended 4 months ago
Filed May 7, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+100.4%
SPY
+65.3%
Annualised alpha
+7.8%
Max drawdown
−35.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
27 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.8%
+6.3 pts
Top 5
64.1%
+9.6 pts
Top 10
86.8%
+4.9 pts
HHI
1,023
Diversified+203
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 80.4% | $1,075,095,828 |
| Industrials | 10.3% | $138,177,700 |
| Consumer Cyclical | 3.0% | $40,435,902 |
| Communication Services | 2.9% | $39,198,766 |
| Financial Services | 2.9% | $38,156,040 |
| Basic Materials | 0.4% | $5,428,572 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ECHO | EchoStar CORP | +177,200 | 241,000 | $28,213,870 | |
| MU | Micron Technology Inc | +172,100 | 784,100 | $264,900,344 | |
| INTC | Intel Corp | +157,300 | 360,000 | $15,886,800 | |
| LRCX | Lam Research Corp | +65,700 | 815,700 | $174,282,462 | |
| LITE | Lumentum Holdings Inc. | +34,000 | 212,000 | $148,985,120 | |
| TSLA | Tesla, Inc. | +26,000 | 36,000 | $13,383,000 | |
| META | Meta Platforms, Inc. | +9,200 | 19,200 | $10,984,896 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −1,000,000 | 360,000 | $62,784,000 | |
| AVGO | Broadcom Inc. | −690,000 | 40,000 | $12,380,400 | |
| WDC | Western Digital Corp | −530,000 | 345,000 | $93,319,050 | |
| SNDK | Sandisk Corp | −465,430 | 17,200 | $10,927,848 | |
| MSFT | Microsoft Corp | −363,550 | 18,450 | $6,829,636 | |
| TCOM | Trip.com Group Ltd | −325,905 | 181,095 | $9,016,720 | |
| AMZN | Amazon Com Inc | −298,400 | 86,600 | $18,036,182 | |
| FUTU | Futu Holdings Ltd | −261,000 | 279,000 | $38,156,040 | |
| BE | Bloom Energy Corp | −145,000 | 980,000 | $132,780,200 | |
| ZEPP | Zepp Health Corp | −132,012 | 30,892 | $369,159 | |
| STX | Seagate Technology Holdings plc | −116,000 | 208,000 | $81,486,080 | |
| AMAT | Applied Materials Inc /De | −18,026 | 29,974 | $10,244,813 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TER | Teradyne, Inc | 456,800 | $135,422,928 | |
| GLW | Corning Inc /Ny | 169,200 | $23,006,124 | |
| COHR | Coherent Corp. | 62,400 | $14,864,304 | |
| MTSI | MACOM Technology Solutions Holdings, Inc. | 64,400 | $14,301,308 | |
| LIN | Linde PLC | 10,950 | $5,428,572 | |
| RDW | Redwire Corp | 635,000 | $5,397,500 | |
| TTMI | Ttm Technologies Inc | 31,500 | $3,068,730 | |
| STM | STMicroelectronics N.V. | 58,950 | $2,036,722 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 915,700 | $286,614,100 | |
| MS | Morgan Stanley | 96,700 | $17,167,151 | |
| DIS | Walt Disney Co | 122,500 | $13,936,825 | |
| KKR | KKR & Co. Inc. | 78,000 | $9,943,440 | |
| BX | Blackstone Inc. | 45,400 | $6,997,956 | |
| HUT | Hut 8 Corp. | 102,400 | $4,704,256 | |
| WULF | Terawulf Inc. | 401,875 | $4,617,543 | |
| BABA | Alibaba Group Holding Ltd | 24,400 | $3,576,552 | |
| CRWV | CoreWeave, Inc. | 10,000 | $716,100 | |
| No positions match the current search. | ||||
27 tracked positions ·
$1,336,492,808 total
· filing declares
29 positions · $1,388,315,602
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
Added | 784,100 | $264,900,344 | 19.82% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 815,700 | $174,282,462 | 13.04% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Added | 212,000 | $148,985,120 | 11.15% | |
| TER |
Teradyne, Inc
Technology
|
NEW | 456,800 | $135,422,928 | 10.13% | |
| BE |
Bloom Energy Corp
Industrials
|
Reduced | 980,000 | $132,780,200 | 9.93% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 345,000 | $93,319,050 | 6.98% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 208,000 | $81,486,080 | 6.10% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 360,000 | $62,784,000 | 4.70% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
Reduced | 279,000 | $38,156,040 | 2.85% | |
| ECHO |
EchoStar CORP
Communication Services
|
Added | 241,000 | $28,213,870 | 2.11% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 169,200 | $23,006,124 | 1.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 86,600 | $18,036,182 | 1.35% | |
| INTC |
Intel Corp
Technology
|
Added | 360,000 | $15,886,800 | 1.19% | |
| COHR |
Coherent Corp.
Technology
|
NEW | 62,400 | $14,864,304 | 1.11% | |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
NEW | 64,400 | $14,301,308 | 1.07% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 36,000 | $13,383,000 | 1.00% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 40,000 | $12,380,400 | 0.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 19,200 | $10,984,896 | 0.82% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 17,200 | $10,927,848 | 0.82% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 29,974 | $10,244,813 | 0.77% | |
| TCOM |
Trip.com Group Ltd
Consumer Cyclical
|
Reduced | 181,095 | $9,016,720 | 0.67% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 18,450 | $6,829,636 | 0.51% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 10,950 | $5,428,572 | 0.41% | |
| RDW |
Redwire Corp
Industrials
|
NEW | 635,000 | $5,397,500 | 0.40% | |
| TTMI |
Ttm Technologies Inc
Technology
|
NEW | 31,500 | $3,068,730 | 0.23% | |
| STM |
STMicroelectronics N.V.
Technology
|
NEW | 58,950 | $2,036,722 | 0.15% | |
| ZEPP |
Zepp Health Corp
Technology
|
Reduced | 30,892 | $369,159 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.