Trivest Advisors Ltd

Private Equity

Trivest Advisors Ltd is a Private Equity based in Dallas, TX led by Michael Conner Searcy, reporting $8.6B in AUM as of Q3 2025 with 52% Technology concentration, 74% concentrated in top 10 holdings, and 52% technology allocation.

Managing PartnerMichael Conner Searcy

Portfolio Value: $3.0B
Positions: 31
Top Holding: NVDA at 14.54%
Last Reported: Q3 2025

Address2021 Mckinney Avenue, Suite 1200, Dallas, TX, 75201, United States

Top Holdings

Largest long holdings in Trivest Advisors Ltd's portfolio (73.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$436.7M	14.54%	+$186.6M Bought	0.01% 2.3M shares	Q1 2023 Held for 2y 8m
2 Bloom Energy BE	Electrical Equipment & Parts Industrials	$289.2M	9.63%	+$270.7M Bought	1.46% 3.4M shares	Q4 2024 Held for 11 months
3 Microsoft MSFT	Software - Infrastructure Technology	$254.2M	8.46%	+$228.3M Bought	0.01% 490.7K shares	Q4 2019 Held for 5y 11m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$207.1M	6.90%	+$207.1M Bought	0.01% 852.0K shares	Q3 2025 Held for 2 months
5 BABA Alibaba Group Holding Limited BABA	Unknown Unknown	$202.1M	6.73%	+$202.1M Bought	— 1.1M shares	Q3 2024 Held for 1y 2m
6 Broadcom Inc. AVGO	Semiconductors Technology	$188.9M	6.29%	+$2.5M Bought	0.01% 572.5K shares	Q1 2024 Held for 1y 8m
7 Seagate Technology Holdings PLC STX	Computer Hardware Technology	$170.4M	5.68%	+$170.4M New	0.34% 722.0K shares	Q3 2025 Held for 2 months
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$165.0M	5.50%	-$104.3M Sold	0.01% 751.5K shares	Q4 2020 Held for 4y 11m
9 Oracle ORCL	Software - Infrastructure Technology	$149.2M	4.97%	-$44.8M Sold	0.02% 530.6K shares	Q3 2024 Held for 1y 2m
10 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$149.1M	4.96%	-$113.2M Sold	0.01% 203.0K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Trivest Advisors Ltd's latest filing

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Market Value

$3.0B

Prior: $2.5B

Q/Q Change

+19.39%

+$487.6M

Net Flows % of MV

-11.1%

Turnover Ratio

50.47%

New Purchases

6 stocks

$226.5M

Added To

8 stocks

+$882.6M

Sold Out Of

18 stocks

$990.2M

Reduced Holdings

9 stocks

-$452.3M

Increased Positions

Position	Shares Δ	Change
1 Seagate Technology Holdings PLC STX	New	0 → 722.0K +$170.4M
2 CoreWeave, Inc. CRWV	New	0 → 139.0K +$19.0M
3 ZEPP Zepp Health ZEPP	New	0 → 294.9K +$13.5M
4 Lam Research LRCX	New	0 → 75.0K +$10.0M
5 Snap SNAP	New	0 → 895.0K +$6.9M

Decreased Positions

Position	Shares Δ	Change
1 Spotify Technology SPOT	Sold	280.7K → 0 −$215.4M
2 Advanced Micro Devices AMD	Sold	860.5K → 0 −$122.1M
3 Vertiv Holdings Co VRT	Sold	730.5K → 0 −$93.8M
4 iShares Bitcoin Trust IBIT	Sold	1.5M → 0 −$90.5M
5 Amer Sports AS	Sold	2.1M → 0 −$80.2M