Trivest Advisors Ltd Q2 2026 Portfolio Changes: Major Buys, Minor Sells
This analysis details observable purchases and sales by Trivest Advisors Ltd during the quarter ending June 30, 2026.
As of June 30, 2026, Trivest Advisors Ltd's portfolio held a total value of $3.14 billion.
The investment firm demonstrated significant buying activity during this quarter, adding substantial positions to several companies and establishing new holdings. Notable increases were observed in STX, the storage technology leader; WDC, Western Digital Corp; SNDK, SanDisk Corporation; and two relatively new positions: CIFR (Cipher Digital Inc) and ZM (Zoom Video Communications). These additions reflect a strategic focus on growth within the technology sector.
In contrast, Trivest also reduced its exposure in certain sectors. The firm decreased its stake in Bloom Energy Corp (BE) by nearly 20%, while significantly trimming its position in Micron Technology Inc (MU). Furthermore, the investor appears to have divested entirely from Amazon.com Inc (AMZN) and exited a small position in QUALCOMM Inc (QCOM). These actions suggest selective selling or disposal of less favored assets.
Additionally, Trivest maintained its investment in NVIDIA Corp (NVDA) and LRCX, with respective increases of 23.38% and 5.43% in their holdings, though these changes were less dramatic than the major purchases.
The portfolio's structure remains heavily concentrated, with Technology being a dominant sector allocation at approximately 46%. However, around 43% consists of positions with unknown sectors or other diversifying elements. The firm holds stakes in companies across various industries including BE (Industrials), CIFR, and others.