Trivest Advisors Ltd — 13F Holdings

2026 Q1  ·  38 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Trivest Advisors Ltd maintained a portfolio of 38 distinct positions. The most significant new addition was TERADYNE INC, now representing 9.75% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 28.1%. Conversely, Trivest Advisors Ltd completely exited their position in ALPHABET INC-CL A.
Position History hover any row below to update
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Trivest Advisors Ltd Coral Gables, FL RIA / Private Equity Affiliate AUM $1,388M
PCA Score Concentration Risk
Risk ENB
Total Positions
38
Quarter
2026 Q1
Top Holding
MU (19.1%)
Top 10 Concentration
84.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-38 of 38

Trivest Advisors Ltd Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MU
MICRON TECHNOLO...
Technology 19.08% 7.97% #1 4
Prev: #5
8.5
172,100 28.1%
P
S
784,100 $264,900,344 2020 Q4 13F Filing 2026-03-31 2026-05-07
LRCX
LAM RESEARCH CO...
Technology 12.55% 5.86% #2 5
Prev: #7
7.5
65,700 8.8%
P
S
815,700 $174,282,462 2025 Q3 13F Filing 2026-03-31 2026-05-07
LITE
LUMENTUM HOLDIN...
Technology 10.73% 2.99% #3 11
Prev: #14
7.0
34,000 19.1%
P
S
212,000 $148,985,120 2025 Q4 13F Filing 2026-03-31 2026-05-07
TER
TERADYNE INC
Technology 9.75% #4
Prev: #—
7.9
456,800
NEW
456,800 $135,422,928 2026 Q1 13F Filing 2026-03-31 2026-05-07
BE
BLOOM ENERGY CO...
Industrials 9.56% 4.46% #5 4
Prev: #9
4.8
-145,000 -12.9%
P
S
980,000 $132,780,200 2024 Q4 13F Filing 2026-03-31 2026-05-07
WDC
WESTERN DIGITAL...
Technology 6.72% 6.88% #6
Prev: #6
2.7
-530,000 -60.6%
P
S
345,000 $93,319,050 2021 Q2 13F Filing 2026-03-31 2026-05-07
STX
SEAGATE TECHNOL...
Technology 5.87% 4.07% #7 3
Prev: #10
2.3
-116,000 -35.8%
P
S
208,000 $81,486,080 2025 Q3 13F Filing 2026-03-31 2026-05-07
NVDA
NVIDIA CORP
Technology 4.52% 11.58% #8 6
Prev: #2
1.8
-1,000,000 -73.5%
P
S
360,000 $62,784,000 2019 Q4 13F Filing 2026-03-31 2026-05-07
GOOG
ALPHABET INC-CL...
Communication Services 2.94% 3.15% #9 4
Prev: #13
1.2
-77,800 -35.4%
P
S
142,200 $40,791,492 2021 Q1 13F Filing 2026-03-31 2026-05-07
FUTU
FUTU HOLDINGS L...
Financial Services 2.75% 4.05% #10 2
Prev: #12
1.1
-261,000 -48.3%
P
S
279,000 $38,156,040 2024 Q3 13F Filing 2026-03-31 2026-05-07
SATS
ECHOSTAR CORP-A
Communication Services 2.03% 0.32% #11 11
Prev: #22
3.8
177,200 277.7%
P
S
241,000 $28,213,870 2025 Q4 13F Filing 2026-03-31 2026-05-07
GLW
CORNING INC
Technology 1.66% #12
Prev: #—
4.2
169,200
NEW
169,200 $23,006,124 2026 Q1 13F Filing 2026-03-31 2026-05-07
AMZN
AMAZON.COM INC
Consumer Cyclical 1.30% 4.06% #13 2
Prev: #11
0.5
-298,400 -77.5%
P
S
86,600 $18,036,182 2020 Q4 13F Filing 2026-03-31 2026-05-07
INTC
INTEL CORP
Technology 1.14% 0.34% #14 6
Prev: #20
3.5
157,300 77.6%
P
S
360,000 $15,886,800 2021 Q1 13F Filing 2026-03-31 2026-05-07
COHR
COHERENT CORP
Technology 1.07% #15
Prev: #—
3.9
62,400
NEW
62,400 $14,864,304 2026 Q1 13F Filing 2026-03-31 2026-05-07
MTSI
MACOM TECHNOLOG...
Technology 1.03% #16
Prev: #—
3.9
64,400
NEW
64,400 $14,301,308 2026 Q1 13F Filing 2026-03-31 2026-05-07
TSLA
TESLA MOTORS IN...
Consumer Cyclical 0.96% 0.21% #17 10
Prev: #27
3.4
26,000 260.0%
P
S
36,000 $13,383,000 2020 Q2 13F Filing 2026-03-31 2026-05-07
AVGO
BROADCOM INC
Technology 0.89% 11.53% #18 15
Prev: #3
0.4
-690,000 -94.5%
P
S
40,000 $12,380,400 2021 Q4 13F Filing 2026-03-31 2026-05-07
VXX
IPATH SERIES B ...
ETF 0.79% 0.24% #19 5
Prev: #24
3.3
108,700 54.3%
P
S
309,000 $11,031,300 2024 Q3 13F Filing 2026-03-31 2026-05-07
META
META PLATFORMS ...
Communication Services 0.79% 0.30% #20 3
Prev: #23
3.3
9,200 92.0%
P
S
19,200 $10,984,896 2021 Q1 13F Filing 2026-03-31 2026-05-07
SNDK
SANDISK CORP
Technology 0.79% 5.23% #21 13
Prev: #8
0.3
-465,430 -96.4%
P
S
17,200 $10,927,848 2025 Q1 13F Filing 2026-03-31 2026-05-07
AMAT
APPLIED MATERIA...
Technology 0.74% 0.56% #22 4
Prev: #18
0.3
-18,026 -37.6%
P
S
29,974 $10,244,813 2022 Q4 13F Filing 2026-03-31 2026-05-07
TCOM
TRIP.COM GROUP ...
Consumer Cyclical 0.65% 1.66% #23 8
Prev: #15
0.3
-325,905 -64.3%
P
S
181,095 $9,016,720 2021 Q2 13F Filing 2026-03-31 2026-05-07
MSFT
MICROSOFT CORP
Technology 0.49% 8.43% #24 20
Prev: #4
0.2
-363,550 -95.2%
P
S
18,450 $6,829,637 2019 Q4 13F Filing 2026-03-31 2026-05-07
LIN
LINDE PLC
Basic Materials 0.39% #25
Prev: #—
3.7
10,950
NEW
10,950 $5,428,572 2026 Q1 13F Filing 2026-03-31 2026-05-07
RDW
REDWIRE CORP
Industrials 0.39% #26
Prev: #—
3.7
635,000
NEW
635,000 $5,397,500 2026 Q1 13F Filing 2026-03-31 2026-05-07
TTMI
TTM TECHNOLOGIE...
Technology 0.22% #27
Prev: #—
3.6
31,500
NEW
31,500 $3,068,730 2025 Q2 13F Filing 2026-03-31 2026-05-07
STM
STMICROELECTRON...
Technology 0.15% #28
Prev: #—
3.6
58,950
NEW
58,950 $2,036,723 2020 Q4 13F Filing 2026-03-31 2026-05-07
ZEPP
ZEPP HEALTH COR...
Technology 0.03% 0.20% #29 1
Prev: #28
0.0
-132,012 -81.0%
P
S
30,892 $369,159 2025 Q3 13F Filing 2026-03-31 2026-05-07
CRWV
COREWEAVE INC-C...
Technology 0.00% 0.03%
Sold All 😨
(Was: #30)
0.0
-10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2026-03-31 2026-05-07
BABA
ALIBABA GROUP H...
Consumer Cyclical 0.00% 0.16%
Sold All 😨
(Was: #29)
0.0
-24,400 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2026-03-31 2026-05-07
WULF
TERAWULF INC
Financial Services 0.00% 0.21%
Sold All 😨
(Was: #26)
0.0
-401,875 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-03-31 2026-05-07
HUT
HUT 8 CORP
Financial Services 0.00% 0.21%
Sold All 😨
(Was: #25)
0.0
-102,400 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-03-31 2026-05-07
BX
BLACKSTONE INC
Financial Services 0.00% 0.32%
Sold All 😨
(Was: #21)
0.0
-45,400 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-03-31 2026-05-07
KKR
KKR & CO INC
Financial Services 0.00% 0.45%
Sold All 😨
(Was: #19)
0.0
-78,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2026-03-31 2026-05-07
DIS
WALT DISNEY CO/...
Communication Services 0.00% 0.64%
Sold All 😨
(Was: #17)
0.0
-122,500 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2026-03-31 2026-05-07
MS
MORGAN STANLEY
Financial Services 0.00% 0.78%
Sold All 😨
(Was: #16)
0.0
-96,700 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2026-03-31 2026-05-07
GOOGL
ALPHABET INC-CL...
Communication Services 0.00% 13.08%
Sold All 😨
(Was: #1)
0.0
-915,700 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2026-03-31 2026-05-07
Showing 1-38 of 38 holdings

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