Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trivest Advisors Ltd (CIK 1555623) reported $1.39B across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MU ($264.9M, 19.08%), LRCX ($174.3M, 12.55%), LITE ($149.0M, 10.73%), TER ($135.4M, 9.75%), BE ($132.8M, 9.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $264.9M | 19.08% | 784,100 | Added |
| 2 | LRCX | LAM RESEARCH CORP | $174.3M | 12.55% | 815,700 | Added |
| 3 | LITE | LUMENTUM HOLDINGS INC | $149.0M | 10.73% | 212,000 | Added |
| 4 | TER | TERADYNE INC | $135.4M | 9.75% | 456,800 | New |
| 5 | BE | BLOOM ENERGY CORP- A | $132.8M | 9.56% | 980,000 | Trimmed |
| 6 | WDC | WESTERN DIGITAL CORP | $93.3M | 6.72% | 345,000 | Trimmed |
| 7 | STX | SEAGATE TECHNOLOGY HOLDINGS | $81.5M | 5.87% | 208,000 | Trimmed |
| 8 | NVDA | NVIDIA CORP | $62.8M | 4.52% | 360,000 | Trimmed |
| 9 | GOOG | ALPHABET INC-CL C | $40.8M | 2.94% | 142,200 | Trimmed |
| 10 | FUTU | FUTU HOLDINGS LTD-ADR | $38.2M | 2.75% | 279,000 | Trimmed |
| 11 | SATS | ECHOSTAR CORP-A | $28.2M | 2.03% | 241,000 | Added |
| 12 | GLW | CORNING INC | $23.0M | 1.66% | 169,200 | New |
| 13 | AMZN | AMAZON.COM INC | $18.0M | 1.30% | 86,600 | Trimmed |
| 14 | INTC | INTEL CORP | $15.9M | 1.14% | 360,000 | Added |
| 15 | COHR | COHERENT CORP | $14.9M | 1.07% | 62,400 | New |
| 16 | MTSI | MACOM TECHNOLOGY SOLUTIONS H | $14.3M | 1.03% | 64,400 | New |
| 17 | TSLA | TESLA MOTORS INC | $13.4M | 0.96% | 36,000 | Added |
| 18 | AVGO | BROADCOM INC | $12.4M | 0.89% | 40,000 | Trimmed |
| 19 | META | META PLATFORMS INC | $11.0M | 0.79% | 19,200 | Added |
| 20 | SNDK | SANDISK CORP | $10.9M | 0.79% | 17,200 | Trimmed |
| 21 | VXX | IPATH SERIES B S&P 500 VIX HEDGEFUND | $11.0M | 0.79% | 309,000 | Added |
| 22 | AMAT | APPLIED MATERIALS INC | $10.2M | 0.74% | 29,974 | Trimmed |
| 23 | TCOM | TRIP.COM GROUP LTD-ADR | $9.0M | 0.65% | 181,095 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $6.8M | 0.49% | 18,450 | Trimmed |
| 25 | RDW | REDWIRE CORP | $5.4M | 0.39% | 635,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31