Trivest Advisors
$1.4B Assets Reported
38 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 784,100 | $265M | 19.1% |
| LRCX | LAM RESEARCH CORP | 815,700 | $174M | 12.6% |
| LITE | LUMENTUM HOLDINGS INC | 212,000 | $149M | 10.7% |
| TER | TERADYNE INC | 456,800 | $135M | 9.8% |
| BE | BLOOM ENERGY CORP- A | 980,000 | $133M | 9.6% |
| WDC | WESTERN DIGITAL CORP | 345,000 | $93M | 6.7% |
| STX | SEAGATE TECHNOLOGY HOLDINGS | 208,000 | $81M | 5.9% |
| NVDA | NVIDIA CORP | 360,000 | $63M | 4.5% |
| GOOG | ALPHABET INC-CL C | 142,200 | $41M | 2.9% |
| FUTU | FUTU HOLDINGS LTD-ADR | 279,000 | $38M | 2.7% |
Track Trivest Advisors's 13F portfolio: $1.4B in reported holdings, 38 positions. Top holdings, AUM, and quarterly changes on SentiSense.