13F HOLDINGS REPORT
Trivest Advisors Ltd
Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0000929638-23-001383
Total Value
$1.3M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,345,000 | $285,059 | 22.16% |
| 2 | MICROSOFT CORP | MSFT | 786,130 | $226,641 | 17.62% |
| 3 | NVIDIA CORPORATION | NVDA | 809,000 | $224,716 | 17.47% |
| 4 | PDD HOLDINGS INC | PDD | 2,275,700 | $172,726 | 13.43% |
| 5 | TRIP COM GROUP LTD | TRPCF | 4,098,670 | $154,397 | 12.00% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 790,000 | $77,428 | 6.02% |
| 7 | SALESFORCE INC | CRM | 245,000 | $48,946 | 3.81% |
| 8 | SNOWFLAKE INC | SNOW | 235,000 | $36,258 | 2.82% |
| 9 | DATADOG INC | DDOG | 477,000 | $34,659 | 2.69% |
| 10 | TESLA INC | TSLA | 35,060 | $7,274 | 0.57% |
| 11 | ALIBABA GROUP HLDG LTD | BBAAY | 50,000 | $5,109 | 0.40% |
| 12 | MARVELL TECHNOLOGY INC | MRVL | 75,000 | $3,248 | 0.25% |
| 13 | SERVICENOW INC | NOW | 6,100 | $2,835 | 0.22% |
| 14 | HYATT HOTELS CORP | H | 20,000 | $2,236 | 0.17% |
| 15 | ORACLE CORP | ORCL-PD | 20,000 | $1,858 | 0.14% |
| 16 | ATLASSIAN CORPORATION | TEAM | 10,000 | $1,712 | 0.13% |
| 17 | ZSCALER INC | ZS | 5,000 | $584 | 0.05% |
| 18 | INTEL CORP | INTC | 14,800 | $484 | 0.04% |