Trivest Advisors Ltd
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$1.4B
Holdings
29
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MU
MICRON TECHNOLOGY INC
Q1 2026: Exited (was 612.0k shares)
19.1%
02
$LRCX
LAM RESEARCH CORP
Q1 2026: Sold 99.8% (750.0k → 1.7k shares)
12.6%
03
$LITE
LUMENTUM HOLDINGS INC
Q1 2026: Exited (was 178.0k shares)
10.7%
04
$TER
TERADYNE INC
Held since at least Q1 2024
9.8%
05
$BE
BLOOM ENERGY CORP- A
Q1 2026: Exited (was 1.13M shares)
9.6%
06
$WDC
WESTERN DIGITAL CORP
Q1 2026: Sold 99.7% (875.0k → 2.5k shares)
6.7%
07
$STX
SEAGATE TECHNOLOGY HOLDINGS
Q1 2026: Sold 99.3% (324.0k → 2.2k shares)
5.9%
08
$NVDA
NVIDIA CORP
Q1 2026: Sold 98.2% (1.36M → 24.1k shares)
4.5%
09
$GOOG
ALPHABET INC-CL C
Q1 2026: Sold 98.1% (220.0k → 4.2k shares)
2.9%
10
$FUTU
FUTU HOLDINGS LTD-ADR
Q1 2026: Exited (was 540.0k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:36 UTC.