Titelia

Holdings of Trivest Advisors Ltd

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Net assets
-
Positions
27 in 6 countries
Top ten
86.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Micron Technology Inc 784,100264.9M $
2Lam Research Corp 815,700174.3M $
3Lumentum Holdings Inc 212,000149M $
4Teradyne Inc 456,800135.4M $
5Bloom Energy Corp 980,000132.8M $
6Western Digital Corp 345,00093.3M $
7NVIDIA Corp 360,00062.8M $
8Alphabet Inc 142,20040.8M $
9Futu Holdings Ltd 279,00038.2M $
10EchoStar Corp 241,00028.2M $
11Corning Inc 169,20023M $
12Amazon.com Inc 86,60018M $
13Intel Corp 360,00015.9M $
14Coherent Corp 62,40014.9M $
15MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 64,40014.3M $
16Tesla Inc 36,00013.4M $
17Broadcom Inc 40,00012.4M $
18Barclays Bank plc 309,00011M $
19Meta Platforms Inc 19,20011M $
20Sandisk Corp/DE 17,20010.9M $
21Applied Materials Inc 29,97410.2M $
22Trip.com Group Ltd 181,0959M $
23Microsoft Corp 18,4506.8M $
24Redwire Corp 635,0005.4M $
25TTM Technologies Inc 31,5003.1M $
26STMicroelectronics NV 58,9502M $
27Zepp Health Corp 30,892369.2K $

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Sector breakdown

  • Technology 74.0 %
  • Industrials 10.2 %
  • Communication 6.1 %
  • Consumer discretionary 2.4 %
  • Unattributed 7.2 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 95.3 %
  • Hong Kong SAR China 2.9 %
  • United Kingdom 0.8 %
  • Singapore 0.7 %
  • Netherlands 0.2 %
  • Cayman Islands 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States221.2B $95.34 %
2Hong Kong SAR China138.2M $2.93 %
3United Kingdom111M $0.85 %
4Singapore19M $0.69 %
5Netherlands12M $0.16 %
6Cayman Islands1369.2K $0.03 %
Cite this page

Titelia. "Holdings of Trivest Advisors Ltd". https://titelia.com/en/funds/US13F1555623