Trivest Advisors Ltd reported 15 holdings worth US$3.18B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Trivest Advisors Ltd reported 15 holdings worth US$3.18B as of Jun 30, 2026. Largest: Micron Technology, Inc., Western Digital Corporation and Lam Research Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$3.18B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Micron Technology, Inc. | 605K | US$698M | 21.9% |
| Western Digital Corporation | 983K | US$628M | 19.7% |
| Lam Research Corporation | 860K | US$373M | 11.7% |
| Sandisk Corporation | 119K | US$270M | 8.5% |
| Bloom Energy Corporation | 788K | US$239M | 7.5% |
| Nvidia Corporation | 444K | US$88.9M | 2.8% |
| Alphabet Inc (google) Class C | 142K | US$50.9M | 1.6% |
| Cipher Digital Inc. | 662K | US$16.2M | 0.51% |
| Zoom Communications, Inc. | 183K | US$15.8M | 0.50% |
| Qualcomm Incorporated | 85,000 | US$15.7M | 0.49% |
| Amazon.com, Inc. | 64,960 | US$15.5M | 0.49% |
| Meta Platforms, Inc. | 27,200 | US$15.3M | 0.48% |
| Macom Technology Solutions Holdings, Inc. | 0 | US$0 | 0.00% |
| Redwire Corporation | 0 | US$0 | 0.00% |
| Stmicroelectronics Nv | 0 | US$0 | 0.00% |
| Teradyne, Inc. | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Intel Corporation | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Trip.com Group Ltd. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Ttm Technologies, Inc. | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |