Trivest Advisors Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Trivest Advisors Ltd reported 20 stock positions worth $1.9 billion. Its top holding was Microsoft (MSFT) at 19.2% of the portfolio, followed by Nvidia (NVDA, 17.8%) and Amazon.com (AMZN, 17.1%). Compared with Q1 2024, it opened 6 new positions, sold out of 13, added to 6 and reduced 8. The biggest buy was Amazon.com (AMZN, shares +57%) and the biggest sale Meta Platforms Class A (META, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- Hong Kong, K3
- CIK
- 0001555623
- Portfolio Value
- $1.9B (Q2 2024)
- SEC Filing
- 0000929638-24-002766 ↗ filed Aug 13, 2024
Holdings Value
Holdings 20 stocks · $1.9B
| MSFT Microsoft Corp. | 19.18% | 828,000 | $370.1M | Reduce -29.9% |
| NVDA Nvidia Corp. | 17.75% | 2,772,500 | $342.5M | Reduce -37.5% |
| AMZN Amazon.com Inc. | 17.11% | 1,708,280 | $330.1M | Add +56.7% |
| PDD PDD Holdings Inc. | 11.47% | 1,664,160 | $221.3M | Add +5.5% |
| EDU New Oriental Educatio-SP ADR | 9.47% | 2,350,300 | $182.7M | Add +260.5% |
| META Meta Platforms Inc. Class A | 8.75% | 335,000 | $168.9M | Reduce -63.4% |
| AAPL Apple Inc. | 5.82% | 533,360 | $112.3M | Add +2566.8% |
| TCOM Trip.com Group Ltd.-ADR | 5.54% | 2,275,400 | $106.9M | Add +200.2% |
| QCOM Qualcomm Inc. | 2.18% | 211,000 | $42.0M | Reduce -74.9% |
| AVGO Broadcom Inc. | 1.79% | 21,500 | $34.5M | Add +975.0% |
| NFLX Netflix Inc. | 0.17% | 5,000 | $3.4M | Reduce -50.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 15,800 | $2.7M | Reduce -97.7% |
| TCEHY Tencent Holdings Ltd.-Uns ADR | 0.13% | 52,475 | $2.5M | New |
| NOW ServiceNow Inc. | 0.12% | 3,000 | $2.4M | Reduce -57.1% |
| BABA Alibaba Group Holding-SP ADR | 0.11% | 30,000 | $2.2M | New |
| TME Tencent Music Entertainm-ADR | 0.09% | 119,700 | $1.7M | New |
| DELL Dell Technologies -C | 0.07% | 10,000 | $1.4M | Reduce -66.7% |
| YMM Full Truck Alliance -SPN ADR | 0.05% | 125,000 | $1.0M | New |
| RIVN Rivian Automotive Inc. Class A | 0.03% | 40,000 | $537K | New |
| DIDIY Didi Global Inc. | 0.02% | 110,000 | $455K | New |
Portfolio Sells Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Reduce -63.4% | 8.75% | −6.84 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −6.66 |
| XYZ Block Inc. | Sold out | 0.00% | −5.85 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −5.25 |
| MU Micron Technology Inc. | Sold out | 0.00% | −4.22 |
| CRM Salesforce Inc. | Sold out | 0.00% | −3.64 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -97.7% | 0.14% | −3.09 |
| QCOM Qualcomm Inc. | Reduce -74.9% | 2.18% | −2.82 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −1.10 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.20 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.18 |
| PVH PVH Corp. | Sold out | 0.00% | −0.10 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.09 |
| NOW ServiceNow Inc. | Reduce -57.1% | 0.12% | −0.07 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.06 |
| DELL Dell Technologies -C | Reduce -66.7% | 0.07% | −0.05 |
| NFLX Netflix Inc. | Reduce -50.0% | 0.17% | −0.04 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.03 |
| LI Li Auto Inc. - ADR | Sold out | 0.00% | −0.02 |
| MSFT Microsoft Corp. | Reduce -29.9% | 19.18% | +1.72 |
| NVDA Nvidia Corp. | Reduce -37.5% | 17.75% | +3.66 |
Portfolio Buys Q1 2024 → Q2 2024
| AMZN Amazon.com Inc. | Add +56.7% | 17.11% | +10.20 |
| EDU New Oriental Educatio-SP ADR | Add +260.5% | 9.47% | +7.48 |
| AAPL Apple Inc. | Add +2566.8% | 5.82% | +5.70 |
| PDD PDD Holdings Inc. | Add +5.5% | 11.47% | +5.03 |
| TCOM Trip.com Group Ltd.-ADR | Add +200.2% | 5.54% | +4.37 |
| AVGO Broadcom Inc. | Add +975.0% | 1.79% | +1.70 |
| TCEHY Tencent Holdings Ltd.-Uns ADR | New | 0.13% | +0.13 |
| BABA Alibaba Group Holding-SP ADR | New | 0.11% | +0.11 |
| TME Tencent Music Entertainm-ADR | New | 0.09% | +0.09 |
| YMM Full Truck Alliance -SPN ADR | New | 0.05% | +0.05 |
| RIVN Rivian Automotive Inc. Class A | New | 0.03% | +0.03 |
| DIDIY Didi Global Inc. | New | 0.02% | +0.02 |
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 |