Equal-WT
WhaleScore 2.0
?
Trivest Advisors LTD is based out of Hong Kong. Trivest Advisors LTD is a registered investment advisory firm Their last reported 13F filing for Q3 2023 included $1,355,712,000 in managed 13F securities
and a top 10 holdings concentration of 93.33%. Trivest Advisors LTD's largest holding is Microsoft Corp. with shares held of 908,500. Whalewisdom has at least 18 13F filings
2023-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| GOOGL Alphabet Inc. Class | 7.14% |
| PDD Pinduoduo Inc | 6.67% |
| ADBE Adobe Systems, Inc. | 6.51% |
| LKNCY Luckin Coffee Inc | 5.05% |
| UBER Uber Technologies In | 4.27% |
2023-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| AMZN Amazon.com Inc. | 9.43% |
| CRM Salesforce.com Inc. | 6.93% |
| ZS Zscaler Inc | 5.17% |
| ORCL Oracle Corp | 4.77% |
| NVDA NVIDIA Corp. | 3.92% |
2023-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corp. | 21.16% |
| META Meta Platforms Inc | 19.91% |
| NVDA NVIDIA Corp. | 13.54% |
| PDD Pinduoduo Inc | 9.19% |
| GOOGL Alphabet Inc. Class | 7.14% |
2023-09-30
13F Activity
| Market Value | $1.36b, Prior: $2.90b |
| New Purchases | 7 stocks |
| Additional Purchases | 5 stocks |
| Sold out of | 13 stocks |
| Reduced holdings in | 8 stocks |
| Top 10 Holdings % | 93.33% |
| Turnover %[1] | 100% |
| Turnover Alt %[2] | 27.73% |
| Time Held Top 20 | 2.15 quarters |
| Time Held Top 10 | 1.4 quarters |
| Time Held All | 4.95 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-09-30
13F Sector Allocation Over Time
2023-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-09-30