Trivest Advisors Ltd

Position in AMAT — Applied Materials Inc /De

CIK 1555623 Hong Kong, K3

Position in AMAT

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$10,244,813

-$2,090,707 QoQ

Shares Held

29,974

-37.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Trivest Advisors Ltd holds $319,950,203 across 3 Semiconductor Equipment & Materials names. AMAT ranks #3 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	815,700	$174,282,462
2	TER	Teradyne, Inc	456,800	$135,422,928
3	AMAT	Applied Materials Inc /De This page	29,974	$10,244,813

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,244,813	29,974	-37.6%	Shares	Sole	2026-05-07
2025-12-31	$12,335,520	48,000	+227.2%	Shares	Sole	2026-02-11
2022-12-31	$1,428,369	14,668	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.