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TRIVEST ADVISORS LTD

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HONG KONG K3 Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Trivest Advisors LTD is based out of Hong Kong. Trivest Advisors LTD is a registered investment advisory firm Their last reported 13F filing for Q4 2024 included $2,203,293,804 in managed 13F securities and a top 10 holdings concentration of 55.4%. Trivest Advisors LTD's largest holding is Meta Platforms Inc with shares held of 367,000. Whalewisdom has at least 23 13F filings

2024-12-31

Top Buys (13F)

Name % Change
CEG Constellation Energy 3.85%
SPOT Spotify Technology S 3.23%
SE Sea Ltd 3.1%
RDDT Reddit Inc 3.05%
TSLA Tesla Inc 2.52%

2024-12-31

Top Sells (13F)

Name % Change
NVDA NVIDIA Corp 7.86%
EDU New Oriental Educati 7.47%
PDD PDD Holdings Inc 7.42%
GOOGL Alphabet Inc. Class 6.22%
BABA Alibaba Group Holdin 4.76%

2024-12-31

13F Holdings Summary

Name $ Change
META Meta Platforms Inc 9.75%
AMZN Amazon.com Inc 7.87%
MSFT Microsoft Corporatio 6.98%
TSLA Tesla Inc 5.2%
TCOM Trip.com Group Ltd 5.16%

2024-12-31

13F Activity

Market Value $2.20b, Prior: $1.76b
Inflows (Outflows) as % of Total MV +11.5114%
New Purchases 22 stocks
Added To 15 stocks
Sold out of 12 stocks
Reduced holdings in 8 stocks
Top 10 Holdings % 55.4%
Turnover %[1] 59.65%
Turnover Alt %[2] 35.48%
Time Held Top 20 2.7 quarters
Time Held Top 10 2.9 quarters
Time Held All 2.76 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.

2024-12-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2024-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31

Portfolio Performance