Trivest Advisors Ltd Q2 2021 Filing
Filed August 11, 2021
Portfolio Value
$978.2B
Holdings
35
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 1,425,000 | $133.8B | 13.68% | |
| 2 | TSLATESLA INC | 174,500 | $118.6B | 12.13% | |
| 3 | NVDANVIDIA CORPORATION | 133,500 | $106.8B | 10.92% | |
| 4 | NXPINXP SEMICONDUCTORS N V | 429,000 | $88.3B | 9.02% | |
| 5 | SNOWSNOWFLAKE INC | 325,000 | $78.6B | 8.03% | |
| 6 | TWLOTWILIO INC | 190,000 | $74.9B | 7.66% | |
| 7 | MSFTMICROSOFT CORP | 275,000 | $74.5B | 7.62% | |
| 8 | SHOPSHOPIFY INC | 38,700 | $56.5B | 5.78% | |
| 9 | COUPEURCOUPA SOFTWARE INC | 213,000 | $55.8B | 5.71% | |
| 10 | XYZSQUARE INC | 225,000 | $54.9B | 5.61% | |
| 11 | DASHDOORDASH INC | 237,000 | $42.3B | 4.32% | |
| 12 | LILI AUTO INC | 930,000 | $32.5B | 3.32% | |
| 13 | SESEA LTD | 109,000 | $29.9B | 3.06% | |
| 14 | METAFACEBOOK INC | 10,700 | $3.7B | 0.38% | |
| 15 | AMZNAMAZON COM INC | 740 | $2.5B | 0.26% | |
| 16 | COINCOINBASE GLOBAL INC | 9,000 | $2.3B | 0.23% | |
| 17 | CRMSALESFORCE COM INC | 9,000 | $2.2B | 0.22% | |
| 18 | BZKANZHUN LIMITED | 54,113 | $2.1B | 0.22% | |
| 19 | CLVTRIP COM GROUP LTD | 60,014 | $2.1B | 0.22% | |
| 20 | JDJD.COM INC | 25,000 | $2.0B | 0.20% | |
| 21 | NTESNETEASE INC | 12,900 | $1.5B | 0.15% | |
| 22 | WDCWESTERN DIGITAL CORP. | 20,000 | $1.4B | 0.15% | |
| 23 | MUMICRON TECHNOLOGY INC | 15,000 | $1.3B | 0.13% | |
| 24 | GOOGALPHABET INC | 500 | $1.3B | 0.13% | |
| 25 | ABNBAIRBNB INC | 8,000 | $1.2B | 0.13% | |
| 26 | DDOGDATADOG INC | 10,000 | $1.0B | 0.11% | |
| 27 | IQIQIYI INC | 64,100 | $999.0M | 0.10% | |
| 28 | GDSGDS HLDGS LTD | 11,800 | $926.0M | 0.09% | |
| 29 | BEKEKE HLDGS INC | 17,700 | $844.0M | 0.09% | |
| 30 | GTMZOOMINFO TECHNOLOGIES INC | 15,000 | $783.0M | 0.08% | |
| 31 | —DIREXION SHS ETF TR | 100,000 | $707.0M | 0.07% | |
| 32 | NIONIO INC | 10,000 | $532.0M | 0.05% | |
| 33 | LYFTLYFT INC | 8,000 | $484.0M | 0.05% | |
| 34 | VNET21VIANET GROUP INC | 17,000 | $390.0M | 0.04% | |
| 35 | MNSOMINISO GROUP HLDG LTD | 18,200 | $378.0M | 0.04% |