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Trivest Advisors Ltd

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

Trivest Advisors Ltd reported $1,388,315,602 across 29 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 84.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000929638-26-001775

Period
2026-03-31
Reported value
$1.39B
Holdings
29
Top 10 weight
84.48%
New
8
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TERnew+456,800$135M
MUadded+172,100$58.1M
LITEadded+34,000$23.9M
GLWnew+169,200$23M
ECHOadded+177,200$20.7M

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
SNDKreduced-465,430-$296M
GOOGLexited-915,700-$287M
AVGOreduced-690,000-$214M
NVDAreduced-1,000,000-$174M
WDCreduced-530,000-$143M

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, Q1 2026

Share positions as resolved from 13F-HR 0000929638-26-001775, largest first. % of portfolio is the value over $1,388,315,602, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 921,300 shares; 2025Q2: 270,000 shares; 2025Q3: not reported; 2025Q4: 612,000 shares; 2026Q1: 784,100 shares 784,100$265M19.08%+172,100Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,000 shares; 2025Q4: 750,000 shares; 2026Q1: 815,700 shares 815,700$174M12.55%+65,700Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,000 shares; 2026Q1: 212,000 shares 212,000$149M10.73%+34,000Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456,800 shares 456,800$135M9.75%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,375,000 shares; 2025Q1: 634,400 shares; 2025Q2: 219,000 shares; 2025Q3: 3,420,000 shares; 2025Q4: 1,125,000 shares; 2026Q1: 980,000 shares 980,000$133M9.56%-145,000Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163,300 shares; 2025Q3: 920,000 shares; 2025Q4: 875,000 shares; 2026Q1: 345,000 shares 345,000$93.3M6.72%-530,000Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,000 shares; 2025Q4: 324,000 shares; 2026Q1: 208,000 shares 208,000$81.5M5.87%-116,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475,700 shares; 2024Q4: 380,000 shares; 2025Q1: 165,720 shares; 2025Q2: 1,340,360 shares; 2025Q3: 2,340,360 shares; 2025Q4: 1,360,000 shares; 2026Q1: 360,000 shares 360,000$62.8M4.52%-1,000,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,600 shares; 2024Q4: 106,820 shares; 2025Q1: not reported; 2025Q2: 396,900 shares; 2025Q3: 348,900 shares; 2025Q4: 220,000 shares; 2026Q1: 142,200 shares 142,200$40.8M2.94%-77,800Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: not reported; 2025Q1: 963,863 shares; 2025Q2: 320,000 shares; 2025Q3: 526,800 shares; 2025Q4: 540,000 shares; 2026Q1: 279,000 shares 279,000$38.2M2.75%-261,000Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,800 shares; 2026Q1: 241,000 shares 241,000$28.2M2.03%+177,200Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,200 shares 169,200$23M1.66%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538,000 shares; 2024Q4: 790,000 shares; 2025Q1: 352,000 shares; 2025Q2: 1,226,500 shares; 2025Q3: 751,500 shares; 2025Q4: 385,000 shares; 2026Q1: 86,600 shares 86,600$18M1.3%-298,400Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,700 shares; 2026Q1: 360,000 shares 360,000$15.9M1.14%+157,300Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,400 shares 62,400$14.9M1.07%newTimeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,400 shares 64,400$14.3M1.03%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,000 shares; 2024Q4: 283,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 36,000 shares 36,000$13.4M0.96%+26,000Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,500 shares; 2025Q1: not reported; 2025Q2: 565,000 shares; 2025Q3: 572,500 shares; 2025Q4: 730,000 shares; 2026Q1: 40,000 shares 40,000$12.4M0.89%-690,000Timeline
VXXBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,400 shares; 2024Q4: 245,000 shares; 2025Q1: 100,000 shares; 2025Q2: 43,000 shares; 2025Q3: 213,300 shares; 2025Q4: 200,300 shares; 2026Q1: 309,000 shares 309,000$11M0.79%+108,700Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,000 shares; 2024Q4: 367,000 shares; 2025Q1: 150,000 shares; 2025Q2: 357,100 shares; 2025Q3: 203,000 shares; 2025Q4: 10,000 shares; 2026Q1: 19,200 shares 19,200$11M0.79%+9,200Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,100 shares; 2025Q2: not reported; 2025Q3: 163,100 shares; 2025Q4: 482,630 shares; 2026Q1: 17,200 shares 17,200$10.9M0.79%-465,430Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,000 shares; 2026Q1: 29,974 shares 29,974$10.2M0.74%-18,026Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059,000 shares; 2024Q4: 1,657,000 shares; 2025Q1: 1,640,000 shares; 2025Q2: 1,000,000 shares; 2025Q3: 1,100,000 shares; 2025Q4: 507,000 shares; 2026Q1: 181,095 shares 181,095$9.02M0.65%-325,905Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,000 shares; 2024Q4: 365,000 shares; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 490,700 shares; 2025Q4: 382,000 shares; 2026Q1: 18,450 shares 18,450$6.83M0.49%-363,550Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,950 shares 10,950$5.43M0.39%newTimeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635,000 shares 635,000$5.4M0.39%newTimeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,601 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,500 shares 31,500$3.07M0.22%newTimeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,950 shares 58,950$2.04M0.15%newTimeline
ZEPPZEPP HEALTH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294,947 shares; 2025Q4: 162,904 shares; 2026Q1: 30,892 shares 30,892$369K0.03%-132,012Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
GOOGLALPHABET INC915,700$287Mshares
MSMORGAN STANLEY96,700$17.2Mshares
DISDISNEY WALT CO122,500$13.9Mshares
KKRKKR & CO INC78,000$9.94Mshares
BXBLACKSTONE INC45,400$7Mshares
HUTHUT 8 CORP102,400$4.7Mshares
WULFTERAWULF INC401,875$4.62Mshares
BABAALIBABA GROUP HLDG LTD24,400$3.58Mshares
CRWVCOREWEAVE INC10,000$716Kshares

How Q1 2026 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 0000929638-26-001775 base2026-05-07acceptance time not in the bulk data set