DOSSIER · 13F-HR · Q1 2026
Trivest Advisors Ltd
Trivest's pension fund based in New York, NY — $1.4B in tracked AUM across 29 positions as of Q1 2026.
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Trivest·New York, NY·Pension Fund
CIK 0001555623 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Trivest Advisors Ltd SEC 13F Filing (Q3 2025)
Portfolio Overview
As of the report date September 30, 2025, Trivest Advisors Ltd managed a portfolio valued at approximately $2.04 billion, spread across 22 holdings. This represents a significant contraction in portfolio value, decreasing by 20.7% from the previous quarter's $2.57 billion. This reduction is attributed not only to potential market volatility but also to a substantial restructuring strategy...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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