Trivest Advisors Ltd: 13F holdings
CIK 15556232026Q2
| Positions | 15 |
|---|---|
| Reported value | $3.2bn |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SEAGATE TECHNOLOGY HOLDINGS | 737,780 | $712.0m | 22.4% |
| MU MICRON TECHNOLOGY INC | 604,700 | $698.0m | 21.9% |
| WDC WESTERN DIGITAL CORP | 982,600 | $627.6m | 19.7% |
| LRCX LAM RESEARCH CORP | 860,000 | $372.7m | 11.7% |
| SNDK SANDISK CORP | 118,865 | $270.3m | 8.5% |
| BE BLOOM ENERGY CORP- A | 788,400 | $238.6m | 7.5% |
| NVDA NVIDIA CORP | 444,160 | $88.9m | 2.8% |
| GOOG ALPHABET INC-CL C | 144,000 | $50.9m | 1.6% |
| IPATH SERIES B S&P 500 VIX HEDGEFUND | 1,333,000 | $29.4m | 0.9% |
| CIFR CIPHER DIGITAL INC | 662,200 | $16.2m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1555623")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.