
TRIVEST ADVISORS LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BE | 980K | $132.78M |
![]() | LRCX | 816K | $174.28M |
![]() | MU | 784K | $264.90M |
![]() | RDW | 635K | $5.40M |
![]() | TER | 457K | $135.42M |
![]() | NVDA | 360K | $62.78M |
![]() | INTC | 360K | $15.89M |
![]() | WDC | 345K | $93.32M |
![]() | FUTU | 279K | $38.16M |
![]() | SATS | 241K | $28.21M |
![]() | LITE | 212K | $148.99M |
![]() | STX | 208K | $81.49M |
![]() | TCOM | 181K | $9.02M |
![]() | GLW | 169K | $23.01M |
![]() | GOOG | 142K | $40.79M |
![]() | AMZN | 87K | $18.04M |
![]() | MTSI | 64K | $14.30M |
![]() | COHR | 62K | $14.86M |
![]() | STM | 59K | $2.04M |
![]() | AVGO | 40K | $12.38M |

Bloom Energy Corporation
BE
Shares Held
980K
Value
$132.78M

Lam Research Corporation
LRCX
Shares Held
816K
Value
$174.28M

Micron Technology, Inc.
MU
Shares Held
784K
Value
$264.90M

Redwire Corp
RDW
Shares Held
635K
Value
$5.40M

Teradyne, Inc.
TER
Shares Held
457K
Value
$135.42M

NVIDIA Corporation
NVDA
Shares Held
360K
Value
$62.78M

Intel Corp.
INTC
Shares Held
360K
Value
$15.89M

Western Digital Corporation
WDC
Shares Held
345K
Value
$93.32M

Futu Holdings Limited
FUTU
Shares Held
279K
Value
$38.16M

EchoStar Corporation
SATS
Shares Held
241K
Value
$28.21M

Lumentum Holdings Inc.
LITE
Shares Held
212K
Value
$148.99M

Seagate Technology Holdings plc
STX
Shares Held
208K
Value
$81.49M

Trip.com Group Limited
TCOM
Shares Held
181K
Value
$9.02M

Corning Inc
GLW
Shares Held
169K
Value
$23.01M

Alphabet Inc.
GOOG
Shares Held
142K
Value
$40.79M

Amazon.com, Inc.
AMZN
Shares Held
87K
Value
$18.04M

MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
64K
Value
$14.30M

Coherent, Inc.
COHR
Shares Held
62K
Value
$14.86M

STMicroelectronics N.V.
STM
Shares Held
59K
Value
$2.04M

Broadcom Inc.
AVGO
Shares Held
40K
Value
$12.38M
