13F HOLDINGS REPORT
Trivest Advisors Ltd
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0000929638-25-004203
Total Value
$3.13B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 2,340,360 | $436.7M | 13.93% |
| 2 | BLOOM ENERGY CORP- A | BE | 3,420,000 | $289.2M | 9.23% |
| 3 | MICROSOFT CORP | MSFT | 490,700 | $254.2M | 8.11% |
| 4 | ALPHABET INC-CL A | GOOG | 852,000 | $207.1M | 6.61% |
| 5 | ALIBABA GROUP HOLDING-SP ADR | BBAAY | 1,130,900 | $202.1M | 6.45% |
| 6 | BROADCOM INC | AVGO | 572,500 | $188.9M | 6.03% |
| 7 | SEAGATE TECHNOLOGY HOLDINGS | SE | 722,000 | $170.4M | 5.44% |
| 8 | AMAZON.COM INC | AMZN | 751,500 | $165.0M | 5.27% |
| 9 | ORACLE CORP | ORCL-PD | 530,562 | $149.2M | 4.76% |
| 10 | META PLATFORMS INC | META | 203,000 | $149.1M | 4.76% |
| 11 | SEA LTD-ADR | SE | 626,000 | $111.9M | 3.57% |
| 12 | WESTERN DIGITAL CORP | WDC | 920,000 | $110.5M | 3.52% |
| 13 | ROBINHOOD MARKETS INC - A | 770700102 | 760,000 | $108.8M | 3.47% |
| 14 | FUTU HOLDINGS LTD-ADR | FUTU | 526,800 | $91.6M | 2.92% |
| 15 | ALPHABET INC-CL C | GOOG | 348,900 | $85.0M | 2.71% |
| 16 | TRIP.COM GROUP LTD-ADR | TRPCF | 1,100,000 | $82.7M | 2.64% |
| 17 | APPLOVIN CORP-CLASS A | APP | 98,000 | $70.4M | 2.25% |
| 18 | DIDI GLOBAL INC ADR | DIDIY | 10,750,000 | $66.9M | 2.13% |
| 19 | PINDUODUO INC-ADR | PDD | 490,000 | $64.8M | 2.07% |
| 20 | COREWEAVE INC-CL A | CRWV | 139,000 | $19.0M | 0.61% |
| 21 | SANDISK CORP | SNDK | 163,100 | $18.3M | 0.58% |
| 22 | APPLE INC | AAPL | 66,000 | $16.8M | 0.54% |
| 23 | ZEPP HEALTH CORP-ADR | ZEPP | 294,947 | $13.5M | 0.43% |
| 24 | LAM RESEARCH CORP | LRCX | 75,000 | $10.0M | 0.32% |
| 25 | NEBIUS GROUP NV | NBIS | 76,000 | $8.5M | 0.27% |
| 26 | SALESFORCE.COM INC | CRM | 30,000 | $7.1M | 0.23% |
| 27 | IPATH SERIES B S&P 500 VIX HEDGEFUND | VXZ | 213,300 | $7.1M | 0.23% |
| 28 | SNAP INC - A | SNAP | 895,000 | $6.9M | 0.22% |
| 29 | CORE SCIENTIFIC INC | 21874A106 | 365,500 | $6.6M | 0.21% |
| 30 | PALO ALTO NETWORKS INC | PANW | 31,200 | $6.4M | 0.20% |
| 31 | NETFLIX INC | NFLX | 5,200 | $6.2M | 0.20% |
| 32 | SHOPIFY INC - CLASS A | SHOP | 21,000 | $3.1M | 0.10% |