Trivest Advisors Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Trivest Advisors Ltd reported 27 stock positions worth $2.8 billion. Its top holding was Microsoft (MSFT) at 17.5% of the portfolio, followed by Meta Platforms Class A (META, 15.6%) and Nvidia (NVDA, 14.1%). Compared with Q4 2023, it opened 12 new positions, sold out of 13, added to 8 and reduced 7. The biggest buy was Nvidia (NVDA, shares +247%) and the biggest sale Adobe (ADBE, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- Hong Kong, K3
- CIK
- 0001555623
- Portfolio Value
- $2.8B (Q1 2024)
- SEC Filing
- 0000929638-24-001745 ↗ filed May 9, 2024
Holdings Value
Holdings 27 stocks · $2.8B
| MSFT Microsoft Corp. | 17.45% | 1,180,830 | $496.8M | Add +5.3% |
| META Meta Platforms Inc. Class A | 15.59% | 914,000 | $443.8M | Reduce -8.0% |
| NVDA Nvidia Corp. | 14.09% | 443,770 | $401.0M | Add +246.7% |
| AMZN Amazon.com Inc. | 6.91% | 1,090,100 | $196.6M | Reduce -36.6% |
| VRT Vertiv Holdings Co. Class A | 6.66% | 2,320,600 | $189.5M | Add +3044.4% |
| PDD PDD Holdings Inc. | 6.44% | 1,576,700 | $183.3M | Add +50.9% |
| XYZ Block Inc. | 5.85% | 1,970,000 | $166.6M | Reduce -3.0% |
| UBER Uber Technologies Inc. | 5.25% | 1,940,000 | $149.4M | Add +2377.7% |
| QCOM Qualcomm Inc. | 5.00% | 840,000 | $142.2M | New |
| MU Micron Technology Inc. | 4.22% | 1,020,000 | $120.2M | New |
| CRM Salesforce Inc. | 3.64% | 344,000 | $103.6M | Add +3340.0% |
| TSM Taiwan Semiconductor-SP ADR | 3.23% | 676,000 | $92.0M | New |
| EDU New Oriental Educatio-SP ADR | 1.99% | 652,000 | $56.6M | New |
| TCOM Trip.com Group Ltd.-ADR | 1.17% | 758,000 | $33.3M | New |
| S Sentinelone Inc. Class A | 1.10% | 1,342,000 | $31.3M | Reduce -74.3% |
| NFLX Netflix Inc. | 0.21% | 10,000 | $6.1M | Add +138.1% |
| SNPS Synopsys Inc. | 0.20% | 10,000 | $5.7M | New |
| NOW ServiceNow Inc. | 0.19% | 7,000 | $5.3M | Add +75.0% |
| ADBE Adobe Inc. | 0.18% | 10,000 | $5.0M | Reduce -96.7% |
| AAPL Apple Inc. | 0.12% | 20,000 | $3.4M | New |
| DELL Dell Technologies -C | 0.12% | 30,000 | $3.4M | New |
| PVH PVH Corp. | 0.10% | 20,000 | $2.8M | New |
| AVGO Broadcom Inc. | 0.09% | 2,000 | $2.7M | New |
| SNOW Snowflake Inc. | 0.09% | 15,200 | $2.5M | Reduce -98.3% |
| ZS Zscaler Inc. | 0.06% | 9,000 | $1.7M | Reduce -97.2% |
| TSLA Tesla Inc. | 0.03% | 4,500 | $791K | New |
| LI Li Auto Inc. - ADR | 0.02% | 20,000 | $606K | New |
Portfolio Sells Q4 2023 → Q1 2024
| ADBE Adobe Inc. | Reduce -96.7% | 0.18% | −8.12 |
| SNOW Snowflake Inc. | Reduce -98.3% | 0.09% | −7.81 |
| S Sentinelone Inc. Class A | Reduce -74.3% | 1.10% | −5.42 |
| AMZN Amazon.com Inc. | Reduce -36.6% | 6.91% | −4.98 |
| ZS Zscaler Inc. | Reduce -97.2% | 0.06% | −3.22 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −3.11 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −1.65 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −1.42 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −1.31 |
| XYZ Block Inc. | Reduce -3.0% | 5.85% | −1.29 |
| LKNCY Luckin Coffee Inc. - ADR | Sold out | 0.00% | −1.11 |
| META Meta Platforms Inc. Class A | Reduce -8.0% | 15.59% | −0.40 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.19 |
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −0.12 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.09 |
| NVEI Nuvei Corp.-Subordinate VTG | Sold out | 0.00% | −0.08 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.06 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.06 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.05 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +246.7% | 14.09% | +11.21 |
| VRT Vertiv Holdings Co. Class A | Add +3044.4% | 6.66% | +6.50 |
| UBER Uber Technologies Inc. | Add +2377.7% | 5.25% | +5.03 |
| QCOM Qualcomm Inc. | New | 5.00% | +5.00 |
| MU Micron Technology Inc. | New | 4.22% | +4.22 |
| CRM Salesforce Inc. | Add +3340.0% | 3.64% | +3.52 |
| TSM Taiwan Semiconductor-SP ADR | New | 3.23% | +3.23 |
| EDU New Oriental Educatio-SP ADR | New | 1.99% | +1.99 |
| TCOM Trip.com Group Ltd.-ADR | New | 1.17% | +1.17 |
| SNPS Synopsys Inc. | New | 0.20% | +0.20 |
| AAPL Apple Inc. | New | 0.12% | +0.12 |
| NFLX Netflix Inc. | Add +138.1% | 0.21% | +0.12 |
| DELL Dell Technologies -C | New | 0.12% | +0.12 |
| PVH PVH Corp. | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | New | 0.09% | +0.09 |
| NOW ServiceNow Inc. | Add +75.0% | 0.19% | +0.06 |
| TSLA Tesla Inc. | New | 0.03% | +0.03 |
| LI Li Auto Inc. - ADR | New | 0.02% | +0.02 |
| PDD PDD Holdings Inc. | Add +50.9% | 6.44% | −0.51 |
| MSFT Microsoft Corp. | Add +5.3% | 17.45% | −1.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $3.2B | STX, MU, WDC, LRCX, SNDK |
| Q1 2026 | 29 | $1.4B | MU, LRCX, LITE, TER, BE |
| Q4 2025 | 30 | $2.2B | GOOGL, NVDA, AVGO, MSFT, MU |
| Q3 2025 | 32 | $3.1B | NVDA, BE, MSFT, GOOGL, BABA |
| Q2 2025 | 36 | $2.6B | AMZN, META, SPOT, NVDA, AVGO |
| Q1 2025 | 21 | $1.2B | BABA, PDD, TCOM, FUTU, META |
| Q4 2024 | 45 | $2.2B | META, AMZN, MSFT, TSLA, TCOM |
| Q3 2024 | 35 | $1.8B | META, MSFT, NVDA, PDD, EDU |
| Q2 2024 | 20 | $1.9B | MSFT, NVDA, AMZN, PDD, EDU |
| Q1 2024 | 27 | $2.8B | MSFT, META, NVDA, AMZN, VRT |