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Trivest Advisors Ltd

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13F filer, CIK 1555623, Hong Kong, Hong Kong

Trivest Advisors Ltd reported $2,573,726,956 across 36 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. Its ten largest share positions make up 65.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000929638-25-002882

Period
2025-06-30
Reported value
$2.57B
Holdings
36
Top 10 weight
65.69%
New
22
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+874,500$192M
NVDAadded+1,174,640$186M
AVGOnew+565,000$156M
METAadded+207,100$153M
ORCLadded+650,000$142M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BABAexited-2,233,000-$295M
PDDreduced-1,313,000-$137M
MUreduced-651,300-$80.3M
FUTUreduced-643,863-$79.6M
TCOMreduced-640,000-$37.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000929638-25-002882, largest first. % of portfolio is the value over $2,573,726,956, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,000 shares; 2024Q4: 790,000 shares; 2025Q1: 352,000 shares; 2025Q2: 1,226,500 shares 1,226,500$269M10.45%+874,500Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,000 shares; 2024Q4: 367,000 shares; 2025Q1: 150,000 shares; 2025Q2: 357,100 shares 357,100$264M10.24%+207,100Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 169,300 shares; 2025Q1: 128,000 shares; 2025Q2: 280,700 shares 280,700$215M8.37%+152,700Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475,700 shares; 2024Q4: 380,000 shares; 2025Q1: 165,720 shares; 2025Q2: 1,340,360 shares 1,340,360$212M8.23%+1,174,640Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,500 shares; 2025Q1: not reported; 2025Q2: 565,000 shares 565,000$156M6.05%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 690,000 shares 690,000$151M5.86%+650,000Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 860,500 shares 860,500$122M4.74%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 710,000 shares; 2025Q1: 640,000 shares; 2025Q2: 736,600 shares 736,600$118M4.58%+96,600Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730,500 shares 730,500$93.8M3.64%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,477,800 shares 1,477,800$90.5M3.51%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,950 shares; 2025Q1: not reported; 2025Q2: 255,700 shares 255,700$89.5M3.48%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,000 shares; 2024Q4: 1,525,400 shares; 2025Q1: not reported; 2025Q2: 921,600 shares 921,600$86.3M3.35%newTimeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,427,500 shares; 2025Q1: 2,110,945 shares; 2025Q2: 2,070,000 shares 2,070,000$80.2M3.12%-40,945Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,600 shares; 2024Q4: 182,080 shares; 2025Q1: not reported; 2025Q2: 1,317,400 shares 1,317,400$73M2.84%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,600 shares; 2024Q4: 106,820 shares; 2025Q1: not reported; 2025Q2: 396,900 shares 396,900$70.4M2.74%newTimeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,270,000 shares 1,270,000$60.1M2.34%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059,000 shares; 2024Q4: 1,657,000 shares; 2025Q1: 1,640,000 shares; 2025Q2: 1,000,000 shares 1,000,000$58.6M2.28%-640,000Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172,000 shares 172,000$52.3M2.03%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266,000 shares; 2025Q1: not reported; 2025Q2: 215,000 shares 215,000$48.1M1.87%newTimeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: not reported; 2025Q1: 963,863 shares; 2025Q2: 320,000 shares 320,000$39.5M1.54%-643,863Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,832 shares; 2025Q1: not reported; 2025Q2: 33,000 shares 33,000$33.9M1.32%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 921,300 shares; 2025Q2: 270,000 shares 270,000$33.3M1.29%-651,300Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,000 shares; 2024Q4: 365,000 shares; 2025Q1: not reported; 2025Q2: 50,000 shares 50,000$24.9M0.97%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270,000 shares 270,000$20.9M0.81%newTimeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809,500 shares 809,500$17.8M0.69%newTimeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 430,680 shares; 2025Q1: 132,000 shares; 2025Q2: 107,000 shares 107,000$16.1M0.63%-25,000Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175,000 shares; 2025Q1: not reported; 2025Q2: 188,400 shares 188,400$16M0.62%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,000 shares; 2024Q4: 9,100 shares; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000$13.4M0.52%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,600 shares 221,600$12.3M0.48%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163,300 shares 163,300$10.4M0.41%newTimeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,000 shares 60,000$7.98M0.31%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,375,000 shares; 2025Q1: 634,400 shares; 2025Q2: 219,000 shares 219,000$5.24M0.2%-415,400Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,601 shares 116,601$4.76M0.18%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,980 shares; 2025Q1: not reported; 2025Q2: 11,100 shares 11,100$3.89M0.15%newTimeline
VXXBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,400 shares; 2024Q4: 245,000 shares; 2025Q1: 100,000 shares; 2025Q2: 43,000 shares 43,000$2.07M0.08%-57,000Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233,700 shares; 2024Q4: 460,000 shares; 2025Q1: 1,332,700 shares; 2025Q2: 19,700 shares 19,700$2.06M0.08%-1,313,000Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BABAALIBABA GROUP HLDG LTD2,233,000$295Mshares
BEKEKE HLDGS INC301,000$6.05Mshares
CRMSALESFORCE INC20,292$5.45Mshares
SNDKSANDISK CORP100,100$4.77Mshares
BZKANZHUN LIMITED204,000$3.91Mshares
GEVGE VERNOVA INC10,000$3.05Mshares
SMMTSUMMIT THERAPEUTICS INC47,000$907Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000929638-25-002882 base2025-08-06acceptance time not in the bulk data set