Trivest Advisors Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Trivest Advisors Ltd reported 35 stock positions worth $1.8 billion. Its top holding was Meta Platforms Class A (META) at 13.1% of the portfolio, followed by Microsoft (MSFT, 11.4%) and Nvidia (NVDA, 10.2%). Compared with Q2 2024, it opened 24 new positions, sold out of 9, added to 3 and reduced 7. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Amazon.com (AMZN, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- Hong Kong, K3
- CIK
- 0001555623
- Portfolio Value
- $1.8B (Q3 2024)
- SEC Filing
- 0000929638-24-003782 ↗ filed Nov 12, 2024
Holdings Value
Holdings 35 stocks · $1.8B
| META Meta Platforms Inc. Class A | 13.14% | 404,000 | $231.3M | Add +20.6% |
| MSFT Microsoft Corp. | 11.39% | 466,000 | $200.5M | Reduce -43.7% |
| NVDA Nvidia Corp. | 10.18% | 1,475,700 | $179.2M | Reduce -46.8% |
| PDD PDD Holdings Inc. | 9.45% | 1,233,700 | $166.3M | Reduce -25.9% |
| EDU New Oriental Educatio-SP ADR | 7.47% | 1,734,100 | $131.5M | Reduce -26.2% |
| GOOGL Alphabet Inc. Class A | 6.88% | 730,000 | $121.1M | New |
| AMZN Amazon.com Inc. | 5.69% | 538,000 | $100.2M | Reduce -68.5% |
| CRM Salesforce Inc. | 5.60% | 360,000 | $98.5M | New |
| BABA Alibaba Group Holding-SP ADR | 4.76% | 790,000 | $83.8M | Add +2533.3% |
| TCOM Trip.com Group Ltd.-ADR | 3.57% | 1,059,000 | $62.9M | Reduce -53.5% |
| NFLX Netflix Inc. | 3.18% | 79,000 | $56.0M | Add +1480.0% |
| TSLA Tesla Inc. | 2.67% | 180,000 | $47.1M | New |
| ABNB Airbnb Inc. Class A | 2.58% | 358,000 | $45.4M | New |
| AAPL Apple Inc. | 2.54% | 192,000 | $44.7M | Reduce -64.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.07% | 130,000 | $36.5M | New |
| GOOG Alphabet Inc. Class C | 1.53% | 160,600 | $26.9M | New |
| ZS Zscaler Inc. | 1.24% | 128,000 | $21.9M | New |
| IBKR Interactive Brokers Gro Class A | 0.89% | 112,600 | $15.7M | New |
| HOOD Robinhood Markets Inc. Class A | 0.83% | 621,000 | $14.5M | New |
| VXX Ipath Series B S&P 500 Vix filed as BARCLAYS BANK PLC | 0.60% | 214,400 | $10.6M | New |
| ORCL Oracle Corp. | 0.58% | 60,000 | $10.2M | New |
| GS Goldman Sachs Group Inc. | 0.42% | 15,000 | $7.4M | New |
| CAMT Camtek Ltd. | 0.36% | 80,000 | $6.4M | New |
| VZ Verizon Communications Inc. | 0.36% | 140,000 | $6.3M | New |
| PYPL PayPal Holdings Inc. | 0.35% | 80,000 | $6.2M | New |
| SE Sea Ltd.-ADR | 0.32% | 60,000 | $5.7M | New |
| VST Vistra Corp. | 0.32% | 46,800 | $5.5M | New |
| SPOT Spotify Technology SA | 0.21% | 10,000 | $3.7M | New |
| MPNGY Meituan - Unsp ADR | 0.17% | 70,000 | $3.0M | New |
| RDDT Reddit Inc. Class A | 0.15% | 40,000 | $2.6M | New |
| INTU Intuit Inc. | 0.14% | 4,000 | $2.5M | New |
| ZTO Zto Express Cayman Inc.-ADR | 0.14% | 97,600 | $2.4M | New |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.10% | 19,000 | $1.8M | New |
| AOSL Alpha & Omega Semiconductor | 0.08% | 40,000 | $1.5M | New |
| DIDIY Didi Global Inc. | 0.03% | 110,000 | $517K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| AMZN Amazon.com Inc. | Reduce -68.5% | 5.69% | −11.41 |
| MSFT Microsoft Corp. | Reduce -43.7% | 11.39% | −7.79 |
| NVDA Nvidia Corp. | Reduce -46.8% | 10.18% | −7.57 |
| AAPL Apple Inc. | Reduce -64.0% | 2.54% | −3.28 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −2.18 |
| PDD PDD Holdings Inc. | Reduce -25.9% | 9.45% | −2.02 |
| EDU New Oriental Educatio-SP ADR | Reduce -26.2% | 7.47% | −2.00 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -53.5% | 3.57% | −1.97 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.79 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.14 |
| TCEHY Tencent Holdings Ltd.-Uns ADR | Sold out | 0.00% | −0.13 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.12 |
| TME Tencent Music Entertainm-ADR | Sold out | 0.00% | −0.09 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.07 |
| YMM Full Truck Alliance -SPN ADR | Sold out | 0.00% | −0.05 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | New | 6.88% | +6.88 |
| CRM Salesforce Inc. | New | 5.60% | +5.60 |
| BABA Alibaba Group Holding-SP ADR | Add +2533.3% | 4.76% | +4.65 |
| META Meta Platforms Inc. Class A | Add +20.6% | 13.14% | +4.38 |
| NFLX Netflix Inc. | Add +1480.0% | 3.18% | +3.01 |
| TSLA Tesla Inc. | New | 2.67% | +2.67 |
| ABNB Airbnb Inc. Class A | New | 2.58% | +2.58 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 2.07% | +2.07 |
| GOOG Alphabet Inc. Class C | New | 1.53% | +1.53 |
| ZS Zscaler Inc. | New | 1.24% | +1.24 |
| IBKR Interactive Brokers Gro Class A | New | 0.89% | +0.89 |
| HOOD Robinhood Markets Inc. Class A | New | 0.83% | +0.83 |
| VXX Ipath Series B S&P 500 Vix | New | 0.60% | +0.60 |
| ORCL Oracle Corp. | New | 0.58% | +0.58 |
| GS Goldman Sachs Group Inc. | New | 0.42% | +0.42 |
| CAMT Camtek Ltd. | New | 0.36% | +0.36 |
| VZ Verizon Communications Inc. | New | 0.36% | +0.36 |
| PYPL PayPal Holdings Inc. | New | 0.35% | +0.35 |
| SE Sea Ltd.-ADR | New | 0.32% | +0.32 |
| VST Vistra Corp. | New | 0.32% | +0.32 |
| SPOT Spotify Technology SA | New | 0.21% | +0.21 |
| MPNGY Meituan - Unsp ADR | New | 0.17% | +0.17 |
| RDDT Reddit Inc. Class A | New | 0.15% | +0.15 |
| INTU Intuit Inc. | New | 0.14% | +0.14 |
| ZTO Zto Express Cayman Inc.-ADR | New | 0.14% | +0.14 |
| FUTU Futu Holdings Ltd.-ADR | New | 0.10% | +0.10 |
| AOSL Alpha & Omega Semiconductor | New | 0.08% | +0.08 |
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 |