Trivest Advisors Ltd
CIK 0001555623 · HONG KONG, null · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.18B
2026 Q2
Positions
15
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
97.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
STX
SEAGATE TECHNOLOGY HOLDINGS
22.4%
MU
MICRON TECHNOLOGY INC
21.9%
WDC
WESTERN DIGITAL CORP
19.7%
LRCX
LAM RESEARCH CORP
11.7%
SNDK
SANDISK CORP
8.5%
BE
BLOOM ENERGY CORP- A
7.5%
NVDA
NVIDIA CORP
2.8%
GOOG
ALPHABET INC-CL C
1.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.