Trivest Advisors LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Trivest Advisors LTD disclosed 29 US equity positions worth $1.4bn in its Q1 2026 13F filing. The largest position was MU at 19.1% of the reported book, followed by LRCX and LITE.
What did Trivest Advisors LTD own in Q1 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MU MICRON TECHNOLOGY INC | Technology | 19.1% | $264.9m | 784,100 | – | |
| 2 | LRCX LAM RESEARCH CORP | Technology | 12.6% | $174.3m | 815,700 | – | |
| 3 | LITE LUMENTUM HOLDINGS INC | Technology | 10.7% | $149.0m | 212,000 | – | |
| 4 | TER TERADYNE INC | Technology | 9.8% | $135.4m | 456,800 | – | |
| 5 | BE BLOOM ENERGY CORP- A | Industrials | 9.6% | $132.8m | 980,000 | – | |
| 6 | WDC WESTERN DIGITAL CORP | Technology | 6.7% | $93.3m | 345,000 | – | |
| 7 | STX SEAGATE TECHNOLOGY HOLDINGS | Technology | 5.9% | $81.5m | 208,000 | – | |
| 8 | NVDA NVIDIA CORP | Technology | 4.5% | $62.8m | 360,000 | – | |
| 9 | GOOG ALPHABET INC-CL C | Communication Services | 2.9% | $40.8m | 142,200 | – | |
| 10 | FUTU FUTU HOLDINGS LTD-ADR | Financial Services | 2.7% | $38.2m | 279,000 | – | |
| 11 | ECHO ECHOSTAR CORP-A | Communication Services | 2.0% | $28.2m | 241,000 | – | |
| 12 | GLW CORNING INC | Technology | 1.7% | $23.0m | 169,200 | – | |
| 13 | AMZN AMAZON.COM INC | Consumer Cyclical | 1.3% | $18.0m | 86,600 | – | |
| 14 | INTC INTEL CORP | Technology | 1.1% | $15.9m | 360,000 | – | |
| 15 | COHR COHERENT CORP | Technology | 1.1% | $14.9m | 62,400 | – | |
| 16 | MTSI MACOM TECHNOLOGY SOLUTIONS H | Technology | 1.0% | $14.3m | 64,400 | – | |
| 17 | TSLA TESLA MOTORS INC | Consumer Cyclical | 1.0% | $13.4m | 36,000 | – | |
| 18 | AVGO BROADCOM INC | Technology | 0.9% | $12.4m | 40,000 | – | |
| 19 | VXX IPATH SERIES B S&P 500 VIX HEDGEFUND | 0.8% | $11.0m | 309,000 | – | ||
| 20 | META META PLATFORMS INC | Communication Services | 0.8% | $11.0m | 19,200 | – | |
| 21 | SNDK SANDISK CORP | Technology | 0.8% | $10.9m | 17,200 | – | |
| 22 | AMAT APPLIED MATERIALS INC | Technology | 0.7% | $10.2m | 29,974 | – | |
| 23 | TCOM TRIP.COM GROUP LTD-ADR | Consumer Cyclical | 0.6% | $9.0m | 181,095 | – | |
| 24 | MSFT MICROSOFT CORP | Technology | 0.5% | $6.8m | 18,450 | – | |
| 25 | LIN LINDE PLC | Basic Materials | 0.4% | $5.4m | 10,950 | – | |
| 26 | RDW REDWIRE CORP | Industrials | 0.4% | $5.4m | 635,000 | – | |
| 27 | TTMI TTM TECHNOLOGIES | Technology | 0.2% | $3.1m | 31,500 | – | |
| 28 | STM STMICROELECTRONICS NV-NY SHS | Technology | 0.1% | $2.0m | 58,950 | – | |
| 29 | ZEPP ZEPP HEALTH CORP-ADR | 0.0% | $369.2k | 30,892 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.