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TRIVEST ADVISORS LTD 13F portfolio summary

TRIVEST ADVISORS LTD of TRIVEST ADVISORS LTD has 29 current stock holdings with a reported portfolio value of $1.39B. The portfolio 1 year return is +56.16%. Top holdings include MU (19.08%), LRCX (12.55%), LITE (10.73%), TER (9.75%), BE (9.56%).

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TRIVEST ADVISORS LTD

TRIVEST ADVISORS LTD
Latest filing: 2026-03-31

TRIVEST ADVISORS LTD runs TRIVEST ADVISORS LTD and currently holds 29 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.39B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TRIVEST ADVISORS LTD ranks #79 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TRIVEST ADVISORS LTD's portfolio at TRIVEST ADVISORS LTD has delivered returns of +56.16%. Their 3-year annualized return is +175.17%. Looking at the 5-year horizon, TRIVEST ADVISORS LTD has achieved +174.15% annualized returns at TRIVEST ADVISORS LTD.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+56.16%
#142/1000
3 Year
+175.17%
#74/1000
5 Year
+174.15%
#76/1000

Portfolio Value

$1.39B

Alpha Score

135.1

#79 of 1000

Holdings

29

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change