13F
中
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Trivest Advisors Ltd

13F equity value
$1.4B
Positions
29
Top 10 concentration
84.5%
Quarters / total new picks
24 / 229
13F equity value over time
$0M$2B$3B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 24 quarters, returned +7.5% per quarter — versus +3.9% per quarter from simply owning every 13F stock. It beat that baseline in only 58.3% of quarters (excess t = 1.50, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+9.1%
t-stat
1.50
Quarterly win rate
58%
Annualized excess
+10.8%
$1 → follow vs universe
$3.94 vs $2.29
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210331: universe 1.72320210630: universe 1.86120210930: universe 1.67020211231: universe 1.42120220331: universe 1.52620220630: universe 1.41420220930: universe 1.51920221231: universe 1.41120230331: universe 1.48620230630: universe 1.43320230930: universe 1.62620231231: universe 1.69920240331: universe 1.73820240630: universe 1.89520240930: universe 1.87920241231: universe 1.75420250331: universe 1.91220250630: universe 1.97220250930: universe 2.21720251231: universe 2.294 20200331: follow 1.61620200630: follow 1.57520200930: follow 2.17120201231: follow 1.73020210331: follow 1.88220210630: follow 2.22320210930: follow 1.69820211231: follow 1.34320220331: follow 1.51520220630: follow 1.37520220930: follow 1.46420221231: follow 1.56320230331: follow 1.69420230630: follow 1.91920230930: follow 2.23020231231: follow 2.00220240331: follow 1.94720240630: follow 1.94620240930: follow 2.10120241231: follow 1.87420250331: follow 2.28320250630: follow 2.60820250930: follow 2.96320251231: follow 3.939 0.92 2.59 4.25 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 29 · 2026 Q1

Ticker Value Weight QoQ
MU $265M
19.1%
ADD
LRCX $174M
12.6%
ADD
LITE $149M
10.7%
ADD
TER $135M
9.8%
NEW
BE $133M
9.6%
TRIM
WDC $93M
6.7%
TRIM
STX $81M
5.9%
TRIM
NVDA $63M
4.5%
TRIM
GOOG $41M
2.9%
TRIM
FUTU $38M
2.8%
TRIM
ECHO $28M
2.0%
ADD
GLW $23M
1.7%
NEW
AMZN $18M
1.3%
TRIM
INTC $16M
1.1%
ADD
COHR $15M
1.1%
NEW
MTSI $14M
1.0%
NEW
TSLA $13M
1.0%
ADD
AVGO $12M
0.9%
TRIM
VXX $11M
0.8%
ADD
META $11M
0.8%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

COHRGLWLINMTSIRDWSTMTERTTMI

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.