Filed: 11/10/2025ACC: 0000929638-25-004203
๐ What this filing means
TRIVEST ADVISORS LTD filed this quarterly 13FโHR report disclosing 32 equity positions with a total reported market value of $3.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$3.13B
Total AUM (reported)
29.01M
Total Shares
Allocation by class
COM$1.37B43.6%
COM CL A$487.49M15.6%
SPONSORED ADS$266.89M8.5%
CAP STK CL A$207.12M6.6%
ORD SHS$170.44M5.4%
CL A$155.98M5.0%
SPONSORD ADS$111.88M3.6%
Portfolio Concentration
Top 3$980.05M31.3%
4โ10$1.23B39.3%
11โ25$878.72M28.0%
Rest$43.35M1.4%
Top 3 weight
31.3%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 29.01M
Sole
Full voting authority
29.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings32
Rows:
NVIDIA CORP
SOLEShares2.34M
TypeSH
Market value$436.66M
13.93%
Sole
2.34M
Shared
0.00
None
0.00
BLOOM ENERGY CORP- A
SOLEShares3.42M
TypeSH
Market value$289.23M
9.23%
Sole
3.42M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares490.70K
TypeSH
Market value$254.16M
8.11%
Sole
490.70K
Shared
0.00
None
0.00
ALPHABET INC-CL A
SOLEShares852K
TypeSH
Market value$207.12M
6.61%
Sole
852K
Shared
0.00
None
0.00
ALIBABA GROUP HOLDING-SP ADR
SOLEShares1.13M
TypeSH
Market value$202.13M
6.45%
Sole
1.13M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares572.50K
TypeSH
Market value$188.87M
6.03%
Sole
572.50K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HOLDINGS
SOLEShares722K
TypeSH
Market value$170.44M
5.44%
Sole
722K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares751.50K
TypeSH
Market value$165.01M
5.27%
Sole
751.50K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares530.56K
TypeSH
Market value$149.22M
4.76%
Sole
530.56K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares203K
TypeSH
Market value$149.08M
4.76%
Sole
203K
Shared
0.00
None
0.00
SEA LTD-ADR
SOLEShares626K
TypeSH
Market value$111.88M
3.57%
Sole
626K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares920K
TypeSH
Market value$110.46M
3.52%
Sole
920K
Shared
0.00
None
0.00
ROBINHOOD MARKETS INC - A
SOLEShares760K
TypeSH
Market value$108.82M
3.47%
Sole
760K
Shared
0.00
None
0.00
FUTU HOLDINGS LTD-ADR
SOLEShares526.80K
TypeSH
Market value$91.62M
2.92%
Sole
526.80K
Shared
0.00
None
0.00
ALPHABET INC-CL C
SOLEShares348.90K
TypeSH
Market value$84.97M
2.71%
Sole
348.90K
Shared
0.00
None
0.00
TRIP.COM GROUP LTD-ADR
SOLEShares1.10M
TypeSH
Market value$82.72M
2.64%
Sole
1.10M
Shared
0.00
None
0.00
APPLOVIN CORP-CLASS A
SOLEShares98K
TypeSH
Market value$70.42M
2.25%
Sole
98K
Shared
0.00
None
0.00
DIDI GLOBAL INC ADR
SOLEShares10.75M
TypeSH
Market value$66.86M
2.13%
Sole
10.75M
Shared
0.00
None
0.00
PINDUODUO INC-ADR
SOLEShares490K
TypeSH
Market value$64.76M
2.07%
Sole
490K
Shared
0.00
None
0.00
COREWEAVE INC-CL A
SOLEShares139K
TypeSH
Market value$19.02M
0.61%
Sole
139K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares163.10K
TypeSH
Market value$18.30M
0.58%
Sole
163.10K
Shared
0.00
None
0.00
APPLE INC
SOLEShares66K
TypeSH
Market value$16.81M
0.54%
Sole
66K
Shared
0.00
None
0.00
ZEPP HEALTH CORP-ADR
SOLEShares294.95K
TypeSH
Market value$13.50M
0.43%
Sole
294.95K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares75K
TypeSH
Market value$10.04M
0.32%
Sole
75K
Shared
0.00
None
0.00
NEBIUS GROUP NV
SOLEShares76K
TypeSH
Market value$8.53M
0.27%
Sole
76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 2.34M | SH | $436.66M 13.93% | 2.34M | 0.00 | 0.00 |
BLOOM ENERGY CORP- ASOLE | COM CL A | 3.42M | SH | $289.23M 9.23% | 3.42M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 490.70K | SH | $254.16M 8.11% | 490.70K | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | CAP STK CL A | 852K | SH | $207.12M 6.61% | 852K | 0.00 | 0.00 |
ALIBABA GROUP HOLDING-SP ADRSOLE | SPONSORED ADS | 1.13M | SH | $202.13M 6.45% | 1.13M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 572.50K | SH | $188.87M 6.03% | 572.50K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HOLDINGSSOLE | ORD SHS | 722K | SH | $170.44M 5.44% | 722K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 751.50K | SH | $165.01M 5.27% | 751.50K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 530.56K | SH | $149.22M 4.76% | 530.56K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 203K | SH | $149.08M 4.76% | 203K | 0.00 | 0.00 |
SEA LTD-ADRSOLE | SPONSORD ADS | 626K | SH | $111.88M 3.57% | 626K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 920K | SH | $110.46M 3.52% | 920K | 0.00 | 0.00 |
ROBINHOOD MARKETS INC - ASOLE | COM CL A | 760K | SH | $108.82M 3.47% | 760K | 0.00 | 0.00 |
FUTU HOLDINGS LTD-ADRSOLE | SPON ADS CL A | 526.80K | SH | $91.62M 2.92% | 526.80K | 0.00 | 0.00 |
ALPHABET INC-CL CSOLE | CAP STK CL C | 348.90K | SH | $84.97M 2.71% | 348.90K | 0.00 | 0.00 |
TRIP.COM GROUP LTD-ADRSOLE | ADS | 1.10M | SH | $82.72M 2.64% | 1.10M | 0.00 | 0.00 |
APPLOVIN CORP-CLASS ASOLE | COM CL A | 98K | SH | $70.42M 2.25% | 98K | 0.00 | 0.00 |
DIDI GLOBAL INC ADRSOLE | SPONSORED ADR | 10.75M | SH | $66.86M 2.13% | 10.75M | 0.00 | 0.00 |
PINDUODUO INC-ADRSOLE | SPONSORED ADS | 490K | SH | $64.76M 2.07% | 490K | 0.00 | 0.00 |
COREWEAVE INC-CL ASOLE | COM CL A | 139K | SH | $19.02M 0.61% | 139K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 163.10K | SH | $18.30M 0.58% | 163.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 66K | SH | $16.81M 0.54% | 66K | 0.00 | 0.00 |
ZEPP HEALTH CORP-ADRSOLE | SPONSORED ADR | 294.95K | SH | $13.50M 0.43% | 294.95K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 75K | SH | $10.04M 0.32% | 75K | 0.00 | 0.00 |
NEBIUS GROUP NVSOLE | SHS CLASS A | 76K | SH | $8.53M 0.27% | 76K | 0.00 | 0.00 |
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