13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001555623
Total reported value
$3.2B
$3.2B
20 檔
45.5%
According to the latest 13F quarterly dataset, Trivest Advisors Ltd managed an equity portfolio of $3.2B at the end of Q2 2024, spanning 20 distinct U.S. exchange-listed positions.
During Q2 2024, Trivest Advisors Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 19.18% | -0.49% | EXIT | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 17.75% | -1.73% | +524.76% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 17.11% | -0.81% | +56.71% | |
| 4 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 11.47% | — | +5.55% | |
| 5 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 9.47% | — | +260.48% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.75% | -0.31% | -63.35% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.82% | — | +2566.80% | |
| 8 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 5.54% | -0.65% | EXIT | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 2.18% | +0.49% | NEW | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.79% | -0.89% | EXIT | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | — | -50.00% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.14% | — | -97.66% | |
| 13 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 0.13% | — | — | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 0.12% | — | -57.14% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.11% | — | — | |
| 16 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.09% | — | — | |
| 17 | DELL | Dell Technologies -c | Stock-Tech | 0.07% | — | -66.67% | |
| 18 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 0.05% | — | — | |
| 19 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.03% | — | — | |
| 20 | DIDIY | Didi Global Inc | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Trivest Advisors Ltd reported a total U.S. public equity portfolio value of $3.2B across 20 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 45.5% of total reported equity market value during Q2 2024.
During Q2 2024, Trivest Advisors Ltd's top holdings by market value included MSFT (19.2%)、NVDA (17.8%)、AMZN (17.1%). The largest single position, MSFT, represented 19.2% of total portfolio value.
In Q2 2024, Trivest Advisors Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.