Trivest Advisors Ltd
CIK 1555623
13F filing for Q2 2026・No. 1,236
- Holdings
- US$3.18B
- Quarter change
- +US$1.79B
- Entries
- 15
- Net bought (estimate)
- +US$518.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 18
- Cut 3
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
15 stocks worth US$3.18B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STXSEAGATE TECHNOLOGY HOLDINGSORD SHS | Added | 737,780 | US$711.96M | 22.38% |
| MUMicronCOM | Cut | 604,700 | US$698M | 21.94% |
| WDCWESTERN DIGITAL CORPCOM | Added | 982,600 | US$627.61M | 19.73% |
| LRCXLAM RESEARCH CORPCOM NEW | Added | 860,000 | US$372.66M | 11.72% |
| SNDKSANDISK CORPCOM | Added | 118,865 | US$270.27M | 8.50% |
| BEBLOOM ENERGY CORP- ACOM CL A | Cut | 788,400 | US$238.65M | 7.50% |
| NVDANvidiaCOM | Added | 444,160 | US$88.87M | 2.79% |
| GOOGALPHABET INC-CL CCAP STK CL C | Added | 144,000 | US$50.88M | 1.60% |
| IPATH SERIES B S&P 500 VIX HEDGEFUNDIPATH S&P 500 SH | Added | 1,333,000 | US$29.45M | 0.93% |
| CIFRCIPHER DIGITAL INCCOM | New | 662,200 | US$16.22M | 0.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.