Trivest Advisors Ltd

Hong Kong, K3 · CIK 1555623 · 13F filing filed 2026-08-10

Exempt reporting adviser since 2012 · corporation

As an employer

$3.2bn reported value +129.1% vs Q1 2026

15positions

97.6%in top 10

4 new 8 added 3 reduced 18 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	737,780	$712.0m22.38%	22.38%	Added +529.8k	+529,780 254.7%
2	MICRON TECHNOLOGY INC COM MU	MU	604,700	$698.0m21.94%	21.94%	Reduced -179.4k	-179,400 -22.9%
3	WESTERN DIGITAL CORP COM WDC	WDC	982,600	$627.6m19.73%	19.73%	Added +637.6k	+637,600 184.8%
4	LAM RESEARCH CORP COM NEW LRCX	LRCX	860,000	$372.7m11.72%	11.72%	Added +44.3k	+44,300 5.4%
5	SANDISK CORP COM SNDK	SNDK	118,865	$270.3m8.50%	8.50%	Added +101.7k	+101,665 591.1%
6	BLOOM ENERGY CORP COM CL A BE	BE	788,400	$238.6m7.50%	7.50%	Reduced -191.6k	-191,600 -19.6%
7	NVIDIA CORPORATION COM NVDA	NVDA	444,160	$88.9m2.79%	2.79%	Added +84.2k	+84,160 23.4%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	144,000	$50.9m1.60%	1.60%	Added +1.8k	+1,800 1.3%
9	BARCLAYS BANK PLC IPATH S&P 500 SH VXX	VXX	1,333,000	$29.4m0.93%	0.93%	Added +1.0m	+1,024,000 331.4%
10	CIPHER MINING INC COM CIFR	CIFR	662,200	$16.2m0.51%	0.51%	New
11	ZOOM COMMUNICATIONS INC CL A ZM	ZM	182,800	$15.8m0.50%	0.50%	New
12	QUALCOMM INC COM QCOM	QCOM	85,000	$15.7m0.49%	0.49%	New
13	AMAZON COM INC COM AMZN	AMZN	64,960	$15.5m0.49%	0.49%	Reduced -21.6k	-21,640 -25.0%
14	META PLATFORMS INC CL A META	META	27,200	$15.3m0.48%	0.48%	Added +8.0k	+8,000 41.7%
15	PROSHARES TR ULTRAPRO SHORT SQQQ	SQQQ	390,900	$14.2m0.45%	0.45%	New

Security	Ticker	Shares held before	Value then
LUMENTUM HLDGS INC LITE	LITE	212,000	$149.0m212.0k shares
TERADYNE INC TER	TER	456,800	$135.4m456.8k shares
FUTU HLDGS LTD FUTU	FUTU	279,000	$38.2m279.0k shares
ECHOSTAR CORP ECHO	ECHO	241,000	$28.2m241.0k shares
CORNING INC GLW	GLW	169,200	$23.0m169.2k shares
INTEL CORP INTC	INTC	360,000	$15.9m360.0k shares
COHERENT CORP COHR	COHR	62,400	$14.9m62.4k shares
MACOM TECH SOLUTIONS HLDGS I MTSI	MTSI	64,400	$14.3m64.4k shares
TESLA INC TSLA	TSLA	36,000	$13.4m36.0k shares
BROADCOM INC AVGO	AVGO	40,000	$12.4m40.0k shares
APPLIED MATLS INC AMAT	AMAT	29,974	$10.2m30.0k shares
TRIP COM GROUP LTD TCOM	TCOM	181,095	$9.0m181.1k shares
MICROSOFT CORP MSFT	MSFT	18,450	$6.8m18.4k shares
LINDE PLC LIN	LIN	10,950	$5.4m10.9k shares
REDWIRE CORPORATION RDW	RDW	635,000	$5.4m635.0k shares
TTM TECHNOLOGIES INC TTMI	TTMI	31,500	$3.1m31.5k shares
STMICROELECTRONICS N V STM	STM	58,950	$2.0m59.0k shares
ZEPP HEALTH CORPORATION ZEPP	ZEPP	30,892	$369.2k30.9k shares