Investor
Trivest Advisors Ltd
CIK 0001555623 · filed 2026-05-07 · SEC filing
13F book
$1.39B
Positions
29
8 new · 9 sold
Largest name
19.1%
Micron Technology Inc · MU
Est. mark
$214.9M
Price effect on 21 names still held. Flow −$1.02B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Micron Technology Inc | MU | 784.1K | $264.9M | 19.1% | $32.1M | Added$90.2M |
| Lam Research Corp | LRCX | 815.7K | $174.3M | 12.6% | $31.9M | Added$45.9M |
| Lumentum Hldgs Inc | — | 212K | $149M | 10.7% | $59.5M | Added$83.4M |
| Teradyne, Inc | TER | 456.8K | $135.4M | 9.8% | — | New |
| Bloom Energy Corp | BE | 980K | $132.8M | 9.6% | $47.6M | Cut$35M |
| Western Digital Corp | WDC | 345K | $93.3M | 6.7% | $33.9M | Cut−$57.4M |
| Seagate Technology Hldngs Pl | — | 208K | $81.5M | 5.9% | $24.2M | Cut−$7.74M |
| Nvidia Corp | NVDA | 360K | $62.8M | 4.5% | −$4.36M | Cut−$190.9M |
| Alphabet Inc | — | 142.2K | $40.8M | 2.9% | −$3.83M | Cut−$28.2M |
| Futu Hldgs Ltd | — | 279K | $38.2M | 2.7% | −$7.66M | Cut−$50.5M |
| Echostar Corp | ECHO | 241K | $28.2M | 2.0% | $534K | Added$21.3M |
| Corning Inc | — | 169.2K | $23M | 1.7% | — | New |
| Amazon Com Inc | AMZN | 86.6K | $18M | 1.3% | −$1.95M | Cut−$70.8M |
| Intel Corp | INTC | 360K | $15.9M | 1.1% | $1.47M | Added$8.41M |
| Coherent Corp. | COHR | 62.4K | $14.9M | 1.1% | — | New |
| Macom Tech Solutions Hldgs I | — | 64.4K | $14.3M | 1.0% | — | New |
| Tesla, Inc. | TSLA | 36K | $13.4M | 1.0% | −$779.7K | Added$8.89M |
| Broadcom Inc. | AVGO | 40K | $12.4M | 0.9% | −$1.46M | Cut−$240.3M |
| Barclays Bank Plc | — | 309K | $11M | 0.8% | $1.85M | Added$5.73M |
| Meta Platforms, Inc. | META | 19.2K | $11M | 0.8% | −$879.6K | Added$4.38M |
| Sandisk Corp | SNDK | 17.2K | $10.9M | 0.8% | $6.84M | Cut−$103.6M |
| Applied Matls Inc | — | 30K | $10.2M | 0.7% | $2.54M | Cut−$2.09M |
| Trip Com Group Ltd | — | 181.1K | $9.02M | 0.6% | −$4.01M | Cut−$27.4M |
| Microsoft Corp | MSFT | 18.4K | $6.83M | 0.5% | −$2.09M | Cut−$177.9M |
| Linde Plc | LIN | 10.9K | $5.43M | 0.4% | — | New |
| Redwire Corp | RDW | 635K | $5.4M | 0.4% | — | New |
| Ttm Technologies Inc | TTMI | 31.5K | $3.07M | 0.2% | — | New |
| Stmicroelectronics N V | — | 59K | $2.04M | 0.1% | — | New |
| Zepp Health Corp | ZEPP | 30.9K | $369.2K | 0.0% | −$463.1K | Cut−$4.02M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.