Trivest Advisors Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TA Trivest Advisors Ltd | Institutional Filer | ▼ 36.63% | $1.39B | 29 |
Current Portfolio Holdings
Showing all 29 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology, Inc. | Technology | 784K | $264.9M | 19.08% |
| 2 | LRCX | Lam Research Corporation | Technology | 816K | $174.3M | 12.55% |
| 3 | LITE | Lumentum Holdings Inc. | Technology | 212K | $149.0M | 10.73% |
| 4 | TER | Teradyne, Inc. | Technology | 457K | $135.4M | 9.75% |
| 5 | BE | Bloom Energy Corporation | Industrials | 980K | $132.8M | 9.56% |
| 6 | WDC | Western Digital Corporation | Technology | 345K | $93.3M | 6.72% |
| 7 | STX | Seagate Technology Holdings plc | Technology | 208K | $81.5M | 5.87% |
| 8 | NVDA | NVIDIA Corporation | Technology | 360K | $62.8M | 4.52% |
| 9 | GOOG | Alphabet Inc. | Technology | 142K | $40.8M | 2.94% |
| 10 | FUTU | Futu Holdings Limited | Financial Services | 279K | $38.2M | 2.75% |
| 11 | SATS | EchoStar Corporation | Technology | 241K | $28.2M | 2.03% |
| 12 | GLW | Corning Incorporated | Technology | 169K | $23.0M | 1.66% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 87K | $18.0M | 1.30% |
| 14 | INTC | Intel Corporation | Technology | 360K | $15.9M | 1.14% |
| 15 | COHR | Coherent, Inc. | Technology | 62K | $14.9M | 1.07% |
Showing 1 to 15 of 29 holdings