Triveni Capital Investments LP
13F Reported Value
ⓘ$83.8M
Holdings
15
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Triveni Capital Investments LP disclosed 15 positions worth $83.8M in its Form 13F-HR for Q2 2026, led by $V (VISA INC.) at 13.7% of the equity portfolio, followed by $COF and $IBN. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $URI and a full exit from $LEN. The portfolio is most concentrated in Financials (94.3% of disclosed assets). All figures are sourced directly from Triveni Capital Investments LP’s Form 13F-HR filing with the SEC under CIK 2062730.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 82.9#14
Quality
$11.5M33,381 sh - 62.4#712
Quality
$9.5M47,321 sh - —
Quality
$7.6M260,822 sh - 66.8
Quality
$7.2M34,049 sh - 54.3
Quality
$5.6M61,554 sh - 70.7
Quality
$5.6M16,981 sh - 76.1
Quality
$5.2M12,775 sh - 63.9
Quality
$4.8M4,215 sh - 56.4
Quality
$4.8M185,844 sh - 65.0
Quality
$4.4M245,537 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 VISA INC.$V | 82.9#14 | $11.5M | 33,381 |
 CAPITAL ONE FINANCIAL CORP$COF | 62.4#712 | $9.5M | 47,321 |
 ICICI BANK LTD$IBN | — | $7.6M | 260,822 |
 REINSURANCE GROUP OF AMERICA INC$RGA | 66.8 | $7.2M | 34,049 |
 KKR & Co. Inc.$KKR | 54.3 | $5.6M | 61,554 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $5.6M | 16,981 |
 S&P Global Inc.$SPGI | 76.1 | $5.2M | 12,775 |
 UNITED RENTALS, INC.$URI | 63.9 | $4.8M | 4,215 |
 FIRST HORIZON CORP$FHN | 56.4 | $4.8M | 185,844 |
 HUNTINGTON BANCSHARES INC /MD/$HBAN | 65.0 | $4.4M | 245,537 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Triveni Capital Investments LP's 15 positions.
Showing top 10 of 15 holdings.
Sector Allocation
Financials
$79.1M
Industrials
$4.8M
Full Holdings — Triveni Capital Investments LP (Q2 2026)
All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $V | VISA INC. | $11.5M | 13.7% | +20% | 82.9 |
| 2 | $COF | CAPITAL ONE FINANCIAL CORP | $9.5M | 11.3% | -20% | 62.4 |
| 3 | $IBN | ICICI BANK LTD | $7.6M | 9.0% | -51% | — |
| 4 | $RGA | REINSURANCE GROUP OF AMERICA INC | $7.2M | 8.6% | -19% | 66.8 |
| 5 | $KKR | KKR & Co. Inc. | $5.6M | 6.7% | -28% | 54.3 |
| 6 | $JPM | JPMORGAN CHASE & CO | $5.6M | 6.6% | -30% | 70.7 |
| 7 | $SPGI | S&P Global Inc. | $5.2M | 6.2% | -19% | 76.1 |
| 8 | $URI | UNITED RENTALS, INC. | $4.8M | 5.7% | NEW | 63.9 |
| 9 | $FHN | FIRST HORIZON CORP | $4.8M | 5.7% | -35% | 56.4 |
| 10 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $4.4M | 5.2% | -40% | 65 |
| 11 |  $RKT | Rocket Companies, Inc. | $4.2M | 5.0% | +94% | 74.2 |
| 12 |  $XP | XP Inc. | $3.9M | 4.7% | -41% | — |
| 13 |  $UMBF | UMB FINANCIAL CORP | $3.5M | 4.2% | -52% | 77.3 |
| 14 |  $BOH | BANK OF HAWAII CORP | $3.1M | 3.7% | NEW | 56.5 |
| 15 |  $MSCI | MSCI Inc. | $3.1M | 3.6% | -55% | 75.7 |
Exited Positions (1)
$LEN LENNAR CORP /NEW/Browse Top Institutional Investors
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