Trivest Advisors Ltd Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$2.6T
Holdings
36
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON.COM INC | 1,226,500 | $269.1B | 10.45% | |
| 2 | METAMETA PLATFORMS INC | 357,100 | $263.6B | 10.24% | |
| 3 | SPOTSPOTIFY TECHNOLOGY SA | 280,700 | $215.4B | 8.37% | |
| 4 | NVDANVIDIA CORP | 1,340,360 | $211.8B | 8.23% | |
| 5 | AVGOBROADCOM INC | 565,000 | $155.7B | 6.05% | |
| 6 | ORCLORACLE CORP | 690,000 | $150.9B | 5.86% | |
| 7 | AMDADVANCED MICRO DEVICES | 860,500 | $122.1B | 4.74% | |
| 8 | SESEA LTD-ADR | 736,600 | $117.8B | 4.58% | |
| 9 | VRTVERTIV HOLDINGS CO | 730,500 | $93.8B | 3.64% | |
| 10 | IBITISHARES BITCOIN TRUST ETF HEDGEFUND | 1,477,800 | $90.5B | 3.51% | |
| 11 | APPAPPLOVIN CORP-CLASS A | 255,700 | $89.5B | 3.48% | |
| 12 | HOODROBINHOOD MARKETS INC - A | 921,600 | $86.3B | 3.35% | |
| 13 | ASAMER SPORTS INC | 2,070,000 | $80.2B | 3.12% | |
| 14 | IBKRINTERACTIVE BROKERS GRO-CL A | 1,317,400 | $73.0B | 2.84% | |
| 15 | GOOGALPHABET INC-CL C | 396,900 | $70.4B | 2.74% | |
| 16 | BMTABRITISH AMERICAN TOB-SP ADR | 1,270,000 | $60.1B | 2.34% | |
| 17 | CLVTRIP.COM GROUP LTD-ADR | 1,000,000 | $58.6B | 2.28% | |
| 18 | SAPSAP SE-SPONSORED ADR | 172,000 | $52.3B | 2.03% | |
| 19 | SNOWSNOWFLAKE INC-CLASS A | 215,000 | $48.1B | 1.87% | |
| 20 | FUTUFUTU HOLDINGS LTD-ADR | 320,000 | $39.5B | 1.54% | |
| 21 | NOWSERVICENOW INC | 33,000 | $33.9B | 1.32% | |
| 22 | MUMICRON TECHNOLOGY INC | 270,000 | $33.3B | 1.29% | |
| 23 | MSFTMICROSOFT CORP | 50,000 | $24.9B | 0.97% | |
| 24 | MRVLMARVELL TECHNOLOGY INC | 270,000 | $20.9B | 0.81% | |
| 25 | HSAIHESAI GROUP ADR | 809,500 | $17.8B | 0.69% | |
| 26 | RDDTREDDIT INC-CL A | 107,000 | $16.1B | 0.63% | |
| 27 | TRVCCITIGROUP INC | 188,400 | $16.0B | 0.62% | |
| 28 | NFLXNETFLIX INC | 10,000 | $13.4B | 0.52% | |
| 29 | NBISNEBIUS GROUP NV | 221,600 | $12.3B | 0.48% | |
| 30 | WDCWESTERN DIGITAL CORP | 163,300 | $10.4B | 0.41% | |
| 31 | KKRKKR & CO INC | 60,000 | $8.0B | 0.31% | |
| 32 | BEBLOOM ENERGY CORP- A | 219,000 | $5.2B | 0.20% | |
| 33 | TTMITTM TECHNOLOGIES | 116,601 | $4.8B | 0.18% | |
| 34 | COINCOINBASE GLOBAL INC -CLASS A | 11,100 | $3.9B | 0.15% | |
| 35 | VXXIPATH SERIES B S&P 500 VIX HEDGEFUND | 43,000 | $2.1B | 0.08% | |
| 36 | PDDPINDUODUO INC-ADR | 19,700 | $2.1B | 0.08% |