- New Purchases: AMD, TWLO, MSFT, SHOP, COUP, DASH, LI, COIN, BZ, CRM, TCOM, NTES, WDC, ABNB, DDOG, IQ, GDS, BEKE, ZI, LYFT, NIO, VNET, MNSO,
- Added Positions: SNOW, NVDA, SQ, TSLA, SE, FB, NXPI, AMZN, SOXS, MU,
- Reduced Positions: JD, GOOG,
- Sold Out: PDD, ADI, INTC, BILI,
For the details of Trivest Advisors Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/trivest+advisors+ltd/current-portfolio/portfolio
These are the top 5 holdings of Trivest Advisors Ltd- Advanced Micro Devices Inc (AMD) - 1,425,000 shares, 13.68% of the total portfolio. New Position
- Tesla Inc (TSLA) - 174,500 shares, 12.13% of the total portfolio. Shares added by 60.09%
- NVIDIA Corp (NVDA) - 534,000 shares, 10.92% of the total portfolio. Shares added by 134.21%
- NXP Semiconductors NV (NXPI) - 429,000 shares, 9.02% of the total portfolio. Shares added by 2.14%
- Snowflake Inc (SNOW) - 325,000 shares, 8.03% of the total portfolio. Shares added by 21566.67%
Trivest Advisors Ltd initiated holding in Advanced Micro Devices Inc. The purchase prices were between $73.09 and $93.93, with an estimated average price of $80.78. The stock is now traded at around $110.520000. The impact to a portfolio due to this purchase was 13.68%. The holding were 1,425,000 shares as of 2021-06-30.
New Purchase: Twilio Inc (TWLO)Trivest Advisors Ltd initiated holding in Twilio Inc. The purchase prices were between $281.02 and $400.68, with an estimated average price of $346.96. The stock is now traded at around $364.490000. The impact to a portfolio due to this purchase was 7.66%. The holding were 190,000 shares as of 2021-06-30.
New Purchase: Microsoft Corp (MSFT)Trivest Advisors Ltd initiated holding in Microsoft Corp. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $292.000000. The impact to a portfolio due to this purchase was 7.62%. The holding were 275,000 shares as of 2021-06-30.
New Purchase: Shopify Inc (SHOP)Trivest Advisors Ltd initiated holding in Shopify Inc. The purchase prices were between $1047.77 and $1508.44, with an estimated average price of $1229.27. The stock is now traded at around $1491.730000. The impact to a portfolio due to this purchase was 5.78%. The holding were 38,700 shares as of 2021-06-30.
New Purchase: Coupa Software Inc (COUP)Trivest Advisors Ltd initiated holding in Coupa Software Inc. The purchase prices were between $217.36 and $279.31, with an estimated average price of $247.92. The stock is now traded at around $214.650000. The impact to a portfolio due to this purchase was 5.71%. The holding were 213,000 shares as of 2021-06-30.
New Purchase: DoorDash Inc (DASH)Trivest Advisors Ltd initiated holding in DoorDash Inc. The purchase prices were between $112.99 and $183.91, with an estimated average price of $146.25. The stock is now traded at around $190.550000. The impact to a portfolio due to this purchase was 4.32%. The holding were 237,000 shares as of 2021-06-30.
Added: Snowflake Inc (SNOW)Trivest Advisors Ltd added to a holding in Snowflake Inc by 21566.67%. The purchase prices were between $188.24 and $251.25, with an estimated average price of $232.72. The stock is now traded at around $290.480000. The impact to a portfolio due to this purchase was 7.99%. The holding were 325,000 shares as of 2021-06-30.
Added: NVIDIA Corp (NVDA)Trivest Advisors Ltd added to a holding in NVIDIA Corp by 134.21%. The purchase prices were between $133.48 and $200.27, with an estimated average price of $159.58. The stock is now traded at around $201.170000. The impact to a portfolio due to this purchase was 6.26%. The holding were 534,000 shares as of 2021-06-30.
Added: Square Inc (SQ)Trivest Advisors Ltd added to a holding in Square Inc by 11150.00%. The purchase prices were between $197.13 and $273.23, with an estimated average price of $231.68. The stock is now traded at around $267.260000. The impact to a portfolio due to this purchase was 5.56%. The holding were 225,000 shares as of 2021-06-30.
Added: Tesla Inc (TSLA)Trivest Advisors Ltd added to a holding in Tesla Inc by 60.09%. The purchase prices were between $563.46 and $762.32, with an estimated average price of $651.28. The stock is now traded at around $716.700000. The impact to a portfolio due to this purchase was 4.55%. The holding were 174,500 shares as of 2021-06-30.
Added: Sea Ltd (SE)Trivest Advisors Ltd added to a holding in Sea Ltd by 26.74%. The purchase prices were between $202.34 and $289.42, with an estimated average price of $253.07. The stock is now traded at around $305.700000. The impact to a portfolio due to this purchase was 0.65%. The holding were 109,000 shares as of 2021-06-30.
Added: Facebook Inc (FB)Trivest Advisors Ltd added to a holding in Facebook Inc by 256.67%. The purchase prices were between $294.53 and $355.64, with an estimated average price of $320.19. The stock is now traded at around $362.730000. The impact to a portfolio due to this purchase was 0.27%. The holding were 10,700 shares as of 2021-06-30.
Sold Out: Pinduoduo Inc (PDD)Trivest Advisors Ltd sold out a holding in Pinduoduo Inc. The sale prices were between $115.23 and $148.13, with an estimated average price of $130.17.
Sold Out: Analog Devices Inc (ADI)Trivest Advisors Ltd sold out a holding in Analog Devices Inc. The sale prices were between $145.89 and $172.16, with an estimated average price of $160.19.
Sold Out: Intel Corp (INTC)Trivest Advisors Ltd sold out a holding in Intel Corp. The sale prices were between $53.62 and $68.26, with an estimated average price of $58.84.
Sold Out: Bilibili Inc (BILI)Trivest Advisors Ltd sold out a holding in Bilibili Inc. The sale prices were between $87.49 and $126.85, with an estimated average price of $108.38.
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