Trivest Advisors Ltd Top Holdings and 13F Report (2023) About Trivest Advisors LtdInvestment ActivityTrivest Advisors Ltd has $3.18 billion in total holdings as of December 31, 2022.Trivest Advisors Ltd owns shares of 15 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 40.09% of the portfolio was purchased this quarter.About 23.80% of the portfolio was sold this quarter.This quarter, Trivest Advisors Ltd has purchased 29 new stocks and bought additional shares in 8 stocks.Trivest Advisors Ltd sold shares of 3 stocks and completely divested from 18 stocks this quarter.Largest Holdings Seagate Technology $711,957,700Micron Technology $697,999,163Western Digital $627,606,272LAM RESEARCH CORP $372,663,800SANDISK CORP $270,266,916 Largest New Holdings this Quarter 17253J106 - Cipher Mining $16,223,900 Holding98980L101 - Zoom Communications $15,777,468 Holding747525103 - Qualcomm $15,707,150 Holding74350P675 - PROSHARES ULTRAPRO SHORT QQQ HEDGEFUND $14,193,579 Holding Largest Purchases this Quarter Seagate Technology 529,780 shares (about $511.24M)Western Digital 637,600 shares (about $407.25M)SANDISK CORP 101,665 shares (about $231.16M)IPATH SERIES B S&P 500 VIX HEDGEFUND 1,024,000 shares (about $22.62M)LAM RESEARCH CORP 44,300 shares (about $19.20M) Largest Sales this Quarter Micron Technology 179,400 shares (about $207.08M)Bloom Energy 191,600 shares (about $58.00M)Amazon.com 21,640 shares (about $5.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTrivest Advisors Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTXSeagate Technology$711,957,700$511,237,700 â–²254.7%737,78022.4%TechnologyMUMicron Technology$697,999,163$207,079,626 â–¼-22.9%604,70021.9%TechnologyWDCWestern Digital$627,606,272$407,247,872 â–²184.8%982,60019.7%TechnologyLAM RESEARCH CORP$372,663,800$19,196,519 â–²5.4%860,00011.7%COM NEWSANDISK CORP$270,266,916$231,158,760 â–²591.1%118,8658.5%COMBEBloom Energy$238,648,680$57,997,320 â–¼-19.6%788,4007.5%IndustrialsNVDANVIDIA$88,871,974$16,839,574 â–²23.4%444,1602.8%TechnologyGOOGAlphabet$50,879,520$635,994 â–²1.3%144,0001.6%Communication ServicesIPATH SERIES B S&P 500 VIX HEDGEFUND$29,445,970$22,620,160 â–²331.4%1,333,0000.9%IPATH S&P 500 SHCIFRCipher Mining$16,223,900$16,223,900 â–²New Holding662,2000.5%TechnologyZMZoom Communications$15,777,468$15,777,468 â–²New Holding182,8000.5%TechnologyQCOMQualcomm$15,707,150$15,707,150 â–²New Holding85,0000.5%TechnologyAMZNAmazon.com$15,482,566$5,157,677 â–¼-25.0%64,9600.5%Consumer DiscretionaryMETAMeta Platforms$15,321,488$4,506,320 â–²41.7%27,2000.5%Communication ServicesPROSHARES ULTRAPRO SHORT QQQ HEDGEFUND$14,193,579$14,193,579 â–²New Holding390,9000.4%ULTRAPRO SHORTLITELumentum$0$148,985,120 â–¼-100.0%00.0%TechnologyTERTeradyne$0$135,422,928 â–¼-100.0%00.0%TechnologyFUTUFutu$0$38,156,040 â–¼-100.0%00.0%FinanceECHOSTAR CORP-A$0$28,213,870 â–¼-100.0%00.0%CL AGLWCorning$0$23,006,124 â–¼-100.0%00.0%TechnologyINTCIntel$0$15,886,800 â–¼-100.0%00.0%TechnologyCOHRCoherent$0$14,864,304 â–¼-100.0%00.0%TechnologyMTSIMACOM Technology Solutions$0$14,301,308 â–¼-100.0%00.0%TechnologyTSLATesla$0$13,383,000 â–¼-100.0%00.0%Consumer DiscretionaryAVGOBroadcom$0$12,380,400 â–¼-100.0%00.0%TechnologyAMATApplied Materials$0$10,244,813 â–¼-100.0%00.0%TechnologyTCOMTrip.com Group$0$9,016,720 â–¼-100.0%00.0%Consumer DiscretionaryMSFTMicrosoft$0$6,829,637 â–¼-100.0%00.0%TechnologyLINDE PLC$0$5,428,572 â–¼-100.0%00.0%SHSRDWRedwire$0$5,397,500 â–¼-100.0%00.0%IndustrialsTTMITTM Technologies$0$3,068,730 â–¼-100.0%00.0%TechnologySTMSTMicroelectronics$0$2,036,723 â–¼-100.0%00.0%TechnologyZEPP HEALTH CORP-ADR$0$369,159 â–¼-100.0%00.0%SPONSORED ADRShowing largest 100 holdings. 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