Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trivest Advisors Ltd (CIK 1555623) reported $3.18B across 15 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: STX ($712.0M, 22.38%), MU ($698.0M, 21.94%), WDC ($627.6M, 19.73%), LRCX ($372.7M, 11.72%), SNDK ($270.3M, 8.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HOLDINGS | $712.0M | 22.38% | 737,780 | Added |
| 2 | MU | MICRON TECHNOLOGY INC | $698.0M | 21.94% | 604,700 | Trimmed |
| 3 | WDC | WESTERN DIGITAL CORP | $627.6M | 19.73% | 982,600 | Added |
| 4 | LRCX | LAM RESEARCH CORP | $372.7M | 11.72% | 860,000 | Added |
| 5 | SNDK | SANDISK CORP | $270.3M | 8.50% | 118,865 | Added |
| 6 | BE | BLOOM ENERGY CORP- A | $238.6M | 7.50% | 788,400 | Trimmed |
| 7 | NVDA | NVIDIA CORP | $88.9M | 2.79% | 444,160 | Added |
| 8 | GOOG | ALPHABET INC-CL C | $50.9M | 1.60% | 144,000 | Added |
| 9 | VXX | IPATH SERIES B S&P 500 VIX HEDGEFUND | $29.4M | 0.93% | 1.3M | Added |
| 10 | CIFR | CIPHER DIGITAL INC | $16.2M | 0.51% | 662,200 | New |
| 11 | ZM | ZOOM VIDEO COMMUNICATIONS-A | $15.8M | 0.50% | 182,800 | New |
| 12 | AMZN | AMAZON.COM INC | $15.5M | 0.49% | 64,960 | Trimmed |
| 13 | QCOM | QUALCOMM INC | $15.7M | 0.49% | 85,000 | New |
| 14 | META | META PLATFORMS INC | $15.3M | 0.48% | 27,200 | Added |
| 15 | SQQQ | PROSHARES ULTRAPRO SHORT QQQ HEDGEFUND | $14.2M | 0.45% | 390,900 | New |
| 16 | INTC | INTEL CORP | $0 | 0.00% | 0 | Exited |
| 17 | FUTU | FUTU HOLDINGS LTD-ADR | $0 | 0.00% | 0 | Exited |
| 18 | LITE | LUMENTUM HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 19 | MTSI | MACOM TECHNOLOGY SOLUTIONS H | $0 | 0.00% | 0 | Exited |
| 20 | SATS | ECHOSTAR CORP-A | $0 | 0.00% | 0 | Exited |
| 21 | GLW | CORNING INC | $0 | 0.00% | 0 | Exited |
| 22 | RDW | REDWIRE CORP | $0 | 0.00% | 0 | Exited |
| 23 | COHR | COHERENT CORP | $0 | 0.00% | 0 | Exited |
| 24 | STM | STMICROELECTRONICS NV-NY SHS | $0 | 0.00% | 0 | Exited |
| 25 | TTMI | TTM TECHNOLOGIES | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30