13F HOLDINGS REPORT
Trivest Advisors Ltd
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0000929638-25-002882
Total Value
$2.57B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | AMZN | 1,226,500 | $269.1M | 10.45% |
| 2 | META PLATFORMS INC | META | 357,100 | $263.6M | 10.24% |
| 3 | SPOTIFY TECHNOLOGY SA | SPOT | 280,700 | $215.4M | 8.37% |
| 4 | NVIDIA CORP | NVDA | 1,340,360 | $211.8M | 8.23% |
| 5 | BROADCOM INC | AVGO | 565,000 | $155.7M | 6.05% |
| 6 | ORACLE CORP | ORCL-PD | 690,000 | $150.9M | 5.86% |
| 7 | ADVANCED MICRO DEVICES | AMD | 860,500 | $122.1M | 4.74% |
| 8 | SEA LTD-ADR | SE | 736,600 | $117.8M | 4.58% |
| 9 | VERTIV HOLDINGS CO | VRT | 730,500 | $93.8M | 3.64% |
| 10 | ISHARES BITCOIN TRUST ETF HEDGEFUND | IBIT | 1,477,800 | $90.5M | 3.51% |
| 11 | APPLOVIN CORP-CLASS A | APP | 255,700 | $89.5M | 3.48% |
| 12 | ROBINHOOD MARKETS INC - A | 770700102 | 921,600 | $86.3M | 3.35% |
| 13 | AMER SPORTS INC | AS | 2,070,000 | $80.2M | 3.12% |
| 14 | INTERACTIVE BROKERS GRO-CL A | 45841N107 | 1,317,400 | $73.0M | 2.84% |
| 15 | ALPHABET INC-CL C | GOOG | 396,900 | $70.4M | 2.74% |
| 16 | BRITISH AMERICAN TOB-SP ADR | 110448107 | 1,270,000 | $60.1M | 2.34% |
| 17 | TRIP.COM GROUP LTD-ADR | TRPCF | 1,000,000 | $58.6M | 2.28% |
| 18 | SAP SE-SPONSORED ADR | SAPGF | 172,000 | $52.3M | 2.03% |
| 19 | SNOWFLAKE INC-CLASS A | SNOW | 215,000 | $48.1M | 1.87% |
| 20 | FUTU HOLDINGS LTD-ADR | FUTU | 320,000 | $39.5M | 1.54% |
| 21 | SERVICENOW INC | NOW | 33,000 | $33.9M | 1.32% |
| 22 | MICRON TECHNOLOGY INC | MU | 270,000 | $33.3M | 1.29% |
| 23 | MICROSOFT CORP | MSFT | 50,000 | $24.9M | 0.97% |
| 24 | MARVELL TECHNOLOGY INC | MRVL | 270,000 | $20.9M | 0.81% |
| 25 | HESAI GROUP ADR | HSIGF | 809,500 | $17.8M | 0.69% |
| 26 | REDDIT INC-CL A | RDDT | 107,000 | $16.1M | 0.63% |
| 27 | CITIGROUP INC | C-PR | 188,400 | $16.0M | 0.62% |
| 28 | NETFLIX INC | NFLX | 10,000 | $13.4M | 0.52% |
| 29 | NEBIUS GROUP NV | NBIS | 221,600 | $12.3M | 0.48% |
| 30 | WESTERN DIGITAL CORP | WDC | 163,300 | $10.4M | 0.41% |
| 31 | KKR & CO INC | KKRT | 60,000 | $8.0M | 0.31% |
| 32 | BLOOM ENERGY CORP- A | BE | 219,000 | $5.2M | 0.20% |
| 33 | TTM TECHNOLOGIES | TTMI | 116,601 | $4.8M | 0.18% |
| 34 | COINBASE GLOBAL INC -CLASS A | COIN | 11,100 | $3.9M | 0.15% |
| 35 | IPATH SERIES B S&P 500 VIX HEDGEFUND | VXZ | 43,000 | $2.1M | 0.08% |
| 36 | PINDUODUO INC-ADR | PDD | 19,700 | $2.1M | 0.08% |