StockDriftsStockDriftsTop 29 Trivest Advisors Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 19.08% | 784.1K | $264.9M | +28.12%(+172.10K) | $201.85(+383.30%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 12.55% | 815.7K | $174.3M | +8.76%(+65.70K) | $152.36(+130.65%) | 2026-03-31 | |
| LITE | LUMENTUM HOLDINGS INC | 10.73% | 212.0K | $149.0M | +19.10%(+34.00K) | $308.96(+135.74%) | 2026-03-31 | |
| TER | TERADYNE INC | 9.75% | 456.8K | $135.4M | new | $245.01(+50.64%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP- A | 9.56% | 980.0K | $132.8M | -12.89%(-145.00K) | $51.82(+422.75%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 6.72% | 345.0K | $93.3M | -60.57%(-530.00K) | $84.97(+534.31%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HOLDINGS | 5.87% | 208.0K | $81.5M | -35.80%(-116.00K) | $190.19(+331.22%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 4.52% | 360.0K | $62.8M | -73.53%(-1.00M) | $144.83(+34.53%) | 2026-03-31 | |
| GOOG | ALPHABET INC-CL C | 2.94% | 142.2K | $40.8M | -35.36%(-77.80K) | $197.26(+80.56%) | 2026-03-31 | |
| FUTU | FUTU HOLDINGS LTD-ADR | 2.75% | 279.0K | $38.2M | -48.33%(-261.00K) | $115.00(-17.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +32.16% | +130.84% |
| Top 20 Holdings Unweighted | +42.78% | +191.10% |
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