Trivest Advisors Ltd

Position in LRCX — Lam Research Corp

CIK 1555623 Hong Kong, K3

Position in LRCX

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

Position Value

$174,282,462

+$45,897,462 QoQ

Shares Held

815,700

+8.8% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

13.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

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. LRCX ranks #1 (54.5% of the industry book) .

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

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$174,282,462	815,700	+8.8%	Shares	Sole	2026-05-07
2025-12-31	$128,385,000	750,000	+900.0%	Shares	Sole	2026-02-11
2025-09-30	$10,042,500	75,000	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.