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Latest Trivest Advisors Ltd Stock Portfolio

$1.39Billion | No. of Holdings #29

Trivest Advisors Ltd Performance

2026 Q1+14.00%
YTD+14.00%
2025+31.29%

About Trivest Advisors Ltd and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Trivest Advisors Ltd reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Trivest Advisors Ltd are MU, LRCX, LITE. The fund has invested 19.1% of it's portfolio in MICRON TECHNOLOGY INC and 12.6% of portfolio in LAM RESEARCH CORP. <br><br> The fund managers got completely rid off ALPHABET INC-CL A (GOOG), MORGAN STANLEY (MS) and WALT DISNEY CO/THE (DIS) stocks. They significantly reduced their stock positions in SANDISK CORP, MICROSOFT CORP (MSFT) and BROADCOM INC (AVGO). Trivest Advisors Ltd opened new stock positions in TERADYNE INC (TER), CORNING INC (GLW) and COHERENT CORP (COHR). The fund showed a lot of confidence in some stocks as they added substantially to ECHOSTAR CORP-A (SATS), TESLA MOTORS INC (TSLA) and META PLATFORMS INC (META).
Trivest Advisors Ltd Equity Portfolio Value
Last Reported on: 07 May, 2026
$1.39Billion
  as of May 07, 2026

Trivest Advisors Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Trivest Advisors Ltd made a return of 14% in the last quarter. In trailing 12 months, it's portfolio return was 51.05%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
teradyne inc135,423,000
corning inc23,006,100
coherent corp14,864,300
macom technology solutions h14,301,300
linde plc5,428,570
redwire corp5,397,500
ttm technologies3,068,730
stmicroelectronics nv-ny shs2,036,720
New stocks bought by Trivest Advisors Ltd

Additions

Ticker% Inc.
echostar corp-a277
tesla motors inc260
meta platforms inc92.00
intel corp77.6
ipath series b s&p 500 vix hedgefund54.27
micron technology inc28.12
lumentum holdings inc19.1
lam research corp8.76
Additions to existing portfolio by Trivest Advisors Ltd

Reductions

Ticker% Reduced
sandisk corp-96.44
microsoft corp-95.17
broadcom inc-94.52
zepp health corp-adr-81.04
amazon.com inc-77.51
nvidia corp-73.53
trip.com group ltd-adr-64.28
western digital corp-60.57
Trivest Advisors Ltd reduced stake in above stock

Sold off

Ticker$ Sold
alphabet inc-cl a-286,614,000
terawulf inc-4,617,540
walt disney co/the-13,936,800
hut 8 corp-4,704,260
morgan stanley-17,167,200
kkr & co inc-9,943,440
blackstone inc-6,997,960
alibaba group holding-sp adr-3,576,550
Trivest Advisors Ltd got rid off the above stocks

Sector Distribution

Trivest Advisors Ltd has about 78.5% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Others
  • Communication Services
  • Consumer Cyclical
Sector%
Technology78.5
Industrials10
Others5.2
Communication Services3.7
Consumer Cyclical2.3

Market Cap. Distribution

Trivest Advisors Ltd has about 92.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • NANO-CAP
Category%
LARGE-CAP46.4
MEGA-CAP45.8
UNALLOCATED5.2
NANO-CAP2

Stocks belong to which Index?

About 83% of the stocks held by Trivest Advisors Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50069.8
Others17
RUSSELL 200013.2
Top 5 Winners (%)%
sandisk corp
86.8 %
LITE
lumentum holdings inc
77.7 %
BE
bloom energy corp- a
52.3 %
WDC
western digital corp
39.8 %
STX
seagate technology holdings
34.7 %
Top 5 Winners ($)$
sandisk corp
99.5 M
LITE
lumentum holdings inc
65.2 M
WDC
western digital corp
59.9 M
BE
bloom energy corp- a
51.2 M
MU
micron technology inc
36.6 M
Top 5 Losers (%)%
ZEPP
zepp health corp-adr
-33.1 %
TCOM
trip.com group ltd-adr
-20.9 %
FUTU
futu holdings ltd-adr
-12.7 %
MSFT
microsoft corp
-12.3 %
TSLA
tesla motors inc
-11.8 %
Top 5 Losers ($)$
MSFT
microsoft corp
-22.7 M
AVGO
broadcom inc
-14.1 M
FUTU
futu holdings ltd-adr
-11.2 M
NVDA
nvidia corp
-10.4 M
TCOM
trip.com group ltd-adr
-7.6 M

Trivest Advisors Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Trivest Advisors Ltd

Trivest Advisors Ltd has 29 stocks in it's portfolio. About 84.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for Trivest Advisors Ltd last quarter.

$1.39BTotal Value
38.00Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of Trivest Advisors Ltd, last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BABA
Alibaba Group Holding-Sp Adr

Alibaba Group Holding-Sp Adr

BABA
Trivest Advisors Ltd's holding in Alibaba Group Holding-Sp Adr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
FUTU
Futu Holdings Ltd-Adr

Futu Holdings Ltd-Adr

FUTU
Trivest Advisors Ltd's holding in Futu Holdings Ltd-Adr over time
2.75%279,000
$38.16M
2.75%
decreased 48.33 percentreduced