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TRIVEST ADVISORS LTD 13F portfolio summary

TRIVEST ADVISORS LTD of TRIVEST ADVISORS LTD has 15 current stock holdings with a reported portfolio value of $3.18B. The portfolio 1 year return is +164.93%. Top holdings include STX (22.38%), MU (21.94%), WDC (19.73%), LRCX (11.72%), SNDK (8.50%).

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TRIVEST ADVISORS LTD

TRIVEST ADVISORS LTD
Latest filing: 2026-06-30

TRIVEST ADVISORS LTD runs TRIVEST ADVISORS LTD and currently holds 15 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $3.18B. Their top holdings are STX, MU, WDC, LRCX, SNDK. The top five represent 84.3% of reported portfolio weight. TRIVEST ADVISORS LTD ranks #19 out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRIVEST ADVISORS LTD initiated 4 new positions. They added to 8 existing positions. They trimmed 3 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
STX22.4%
MU21.9%
WDC19.7%
LRCX11.7%
SNDK8.5%
Top 5: 84.3%
Portfolio Returns
1 Year
+164.93%
#23/1000
3 Year
+336.49%
#23/1000
5 Year
+399.08%
#19/1000

Portfolio Value

$3.18B

Alpha Score

302.7

#19 of 1000

Holdings

15

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15 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
STX
SEAGATE TECHNOLOGY HOLDINGS
22.38%$759.49$850.00+11.92%
Added
+254.70%
MU
MICRON TECHNOLOGY INC
21.94%$296.92$966.78+225.60%
Trimmed
-22.88%
WDC
WESTERN DIGITAL CORP
19.73%$453.12$459.44+1.39%
Added
+184.81%
LRCX
LAM RESEARCH CORP
11.72%$184.68$314.00+70.02%
Added
+5.43%
SNDK
SANDISK CORP
8.50%$1,972.94$1,596.10-19.10%
Added
+591.08%
BE
BLOOM ENERGY CORP- A
7.50%$80.58$201.42+149.96%
Trimmed
-19.55%
NVDA
NVIDIA CORP
2.79%$171.03$214.76+25.57%
Added
+23.38%
GOOG
ALPHABET INC-CL C
1.60%$179.59$341.75+90.29%
Added
+1.27%
VXX
IPATH SERIES B S&P 500 VIX HEDGEFUND
0.93%$25.35$18.93-25.33%
Added
+331.39%
CIFR
CIPHER DIGITAL INC
0.51%$24.50$15.77-35.65%
New Buy

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