HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
1,121,110 | +212,610 | $421,582 |
| MSFT | 1,121,110 | +212,610 | $421,582 |
| META PLATFORMS INC |
993,850 | +94,850 | $351,783 |
| META | 993,850 | +94,850 | $351,783 |
| AMAZON.COM INC |
1,720,466 | +1,705,466 | $261,408 |
| AMZN | 1,720,466 | +1,705,466 | $261,408 |
| ADOBE INC |
305,895 | +127,895 | $182,497 |
| ADBE | 305,895 | +127,895 | $182,497 |
| SNOWFLAKE INC CLASS A |
873,100 | +873,100 | $173,747 |
| SNOW | 873,100 | +873,100 | $173,747 |
| BLOCK INC |
2,030,000 | +2,030,000 | $157,021 |
| SQ | 2,030,000 | +2,030,000 | $157,021 |
| PINDUODUO INC ADR |
1,045,000 | -224,900 | $152,894 |
| PDD | 1,045,000 | -224,900 | $152,894 |
| SENTINELONE INC CLASS A |
5,221,333 | +5,221,333 | $143,273 |
| S | 5,221,333 | +5,221,333 | $143,273 |
| ZSCALER INC |
325,200 | +325,200 | $72,051 |
| ZS | 325,200 | +325,200 | $72,051 |
| CROWDSTRIKE HOLDINGS INC A |
268,000 | +268,000 | $68,426 |
| CRWD | 268,000 | +268,000 | $68,426 |
| NVIDIA CORP |
128,000 | -293,860 | $63,388 |
| NVDA | 128,000 | -293,860 | $63,388 |
| ATLASSIAN CORP CL A |
152,200 | +152,200 | $36,202 |
| TEAM | 152,200 | +152,200 | $36,202 |
| CONFLUENT INC CLASS A |
1,331,000 | +1,331,000 | $31,145 |
| CFLT | 1,331,000 | +1,331,000 | $31,145 |
| CYBERARK SOFTWARE LTD |
131,755 | +131,755 | $28,861 |
| CYBR | 131,755 | +131,755 | $28,861 |
 LUCKIN COFFEE INC ADR |
$24,336 | ||
| SPONSORED ADR | 892,100 | -1,063,000 | $24,336 |
| UBER TECHNOLOGIES INC |
78,300 | -1,181,700 | $4,821 |
| UBER | 78,300 | -1,181,700 | $4,821 |
| SUPER MICRO COMPUTER INC |
15,000 | -1,000 | $4,264 |
| SMCI | 15,000 | -1,000 | $4,264 |
| VERTIV HOLDINGS CO |
73,800 | -600,900 | $3,545 |
| VRT | 73,800 | -600,900 | $3,545 |
| SERVICENOW INC |
4,000 | -85,000 | $2,826 |
| NOW | 4,000 | -85,000 | $2,826 |
| VARONIS SYSTEMS INC |
60,300 | +60,300 | $2,730 |
| VRNS | 60,300 | +60,300 | $2,730 |
| SALESFORCE.COM INC |
10,000 | +10,000 | $2,631 |
| CRM | 10,000 | +10,000 | $2,631 |
| NETFLIX INC |
4,200 | +4,200 | $2,045 |
| NFLX | 4,200 | +4,200 | $2,045 |
| PALO ALTO NETWORKS INC |
6,400 | +6,400 | $1,887 |
| PANW | 6,400 | +6,400 | $1,887 |
| NUVEI CORP SUBORDINATE VTG |
65,427 | +65,427 | $1,718 |
| NVEI | 65,427 | +65,427 | $1,718 |
| BILL.COM HOLDINGS INC |
17,200 | +17,200 | $1,403 |
| BILL | 17,200 | +17,200 | $1,403 |
| GITLAB INC CL A |
20,700 | +20,700 | $1,303 |
| GTLB | 20,700 | +20,700 | $1,303 |
| ALPHABET INC CL C |
7,350 | -62,650 | $1,036 |
| GOOG | 7,350 | -62,650 | $1,036 |
See Full List: All Stocks Held By Trivest Advisors Ltd
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Trivest Advisors Ltd
|
Size ($ in 1000's)
At 12/31/2023: $2,199,327 At 09/30/2023: $1,355,712 Trivest Advisors Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Trivest Advisors Ltd 13F filings. Link to 13F filings: SEC filings |
