TRIVEST ADVISORS LTD

PrivateCIK: 1555623
15
Positions
$3.18B
Total AUM (reported)
7.43M
Total Shares

Allocation by class

TOTAL AUM$3.18B15 positions
COM$1.73B54.5%
ORD SHS$711.96M22.4%
COM NEW$372.66M11.7%
COM CL A$238.65M7.5%
CAP STK CL C$50.88M1.6%
CL A$31.10M1.0%
IPATH S&P 500 SH$29.45M0.9%

Portfolio Concentration

Top 364.1%4–1033.5%11–252.4%TOP 1097.6%0%100%
Top 3$2.04B64.1%
4–10$1.07B33.5%
11–25$76.48M2.4%

Top 3 weight

64.1%

Top 10 weight

97.6%

Voting Authority Distribution

Total shares with voting rights: 7.43M

Sole

Full voting authority

7.43M

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)

Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:

SEAGATE TECHNOLOGY HOLDINGS

SOLE
ORD SHS
Shares737.78K
TypeSH
Market value$711.96M
22.38%
Sole
737.78K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares604.70K
TypeSH
Market value$698.00M
21.94%
Sole
604.70K
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

SOLE
COM
Shares982.60K
TypeSH
Market value$627.61M
19.73%
Sole
982.60K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares860K
TypeSH
Market value$372.66M
11.72%
Sole
860K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares118.86K
TypeSH
Market value$270.27M
8.50%
Sole
118.86K
Shared
0.00
None
0.00

BLOOM ENERGY CORP- A

SOLE
COM CL A
Shares788.40K
TypeSH
Market value$238.65M
7.50%
Sole
788.40K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
COM
Shares444.16K
TypeSH
Market value$88.87M
2.79%
Sole
444.16K
Shared
0.00
None
0.00

ALPHABET INC-CL C

SOLE
CAP STK CL C
Shares144K
TypeSH
Market value$50.88M
1.60%
Sole
144K
Shared
0.00
None
0.00

IPATH SERIES B S&P 500 VIX HEDGEFUND

SOLE
IPATH S&P 500 SH
Shares1.33M
TypeSH
Market value$29.45M
0.93%
Sole
1.33M
Shared
0.00
None
0.00

CIPHER DIGITAL INC

SOLE
COM
Shares662.20K
TypeSH
Market value$16.22M
0.51%
Sole
662.20K
Shared
0.00
None
0.00

ZOOM VIDEO COMMUNICATIONS-A

SOLE
CL A
Shares182.80K
TypeSH
Market value$15.78M
0.50%
Sole
182.80K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares85K
TypeSH
Market value$15.71M
0.49%
Sole
85K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares64.96K
TypeSH
Market value$15.48M
0.49%
Sole
64.96K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares27.20K
TypeSH
Market value$15.32M
0.48%
Sole
27.20K
Shared
0.00
None
0.00

PROSHARES ULTRAPRO SHORT QQQ HEDGEFUND

SOLE
ULTRAPRO SHORT
Shares390.90K
TypeSH
Market value$14.19M
0.45%
Sole
390.90K
Shared
0.00
None
0.00