Trivest Advisors Ltd
Top Portfolio Positions
27 positions ·
$1,336,492,808 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
784,100 | $264,900,344 | 19.82% | |
| LRCX |
Lam Research Corp
Technology
|
815,700 | $174,282,462 | 13.04% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
212,000 | $148,985,120 | 11.15% | |
| TER |
Teradyne, Inc
Technology
|
456,800 | $135,422,928 | 10.13% | |
| BE |
Bloom Energy Corp
Industrials
|
980,000 | $132,780,200 | 9.93% | |
| WDC |
Western Digital Corp
Technology
|
345,000 | $93,319,050 | 6.98% | |
| STX |
Seagate Technology Holdings plc
Technology
|
208,000 | $81,486,080 | 6.10% | |
| NVDA |
Nvidia Corp
Technology
|
360,000 | $62,784,000 | 4.70% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
279,000 | $38,156,040 | 2.85% | |
| ECHO |
EchoStar CORP
Communication Services
|
241,000 | $28,213,870 | 2.11% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TCOM
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,016,720 | 181,095 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $36,458,370 | 507,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $82,720,000 | 1,100,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $58,640,000 | 1,000,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $104,271,200 | 1,640,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $113,769,620 | 1,657,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $62,936,370 | 1,059,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $106,943,800 | 2,275,400 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,268,620 | 758,000 | Shares | Sole | 2024-05-09 | |
| 2023-06-30 | $10,675,000 | 305,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $154,396,898 | 4,098,670 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $549,000 | 20,000 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $231,200 | 10,000 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $2,128,096 | 60,014 | Shares | Sole | 2021-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||