Triveni Capital Investments LP
13F Reported Value
ⓘ$100.9M
Holdings
14
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Triveni Capital Investments LP disclosed 14 positions worth $100.9M in its Form 13F-HR for Q1 2026, led by $IBN (ICICI BANK LTD) at 13.8% of the equity portfolio, followed by $COF and $RGA. During the quarter the fund opened 2 new positions and exited 4 — including a new stake in $JPM and a full exit from $EFX. The portfolio is most concentrated in Financials (97.6% 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 — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$13.9M537,149 sh - 71.0#278
Quality
$10.9M59,480 sh - 53.3#1,287
Quality
$8.6M42,275 sh - 83.5
Quality
$8.4M27,886 sh - 49.8
Quality
$7.9M85,491 sh - —
Quality
$7.8M411,964 sh - 35.6
Quality
$7.2M24,365 sh - 79.4
Quality
$6.7M15,728 sh - 43.8
Quality
$6.5M284,813 sh - 77.6
Quality
$6.5M12,015 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ICICI BANK LTD$IBN | — | $13.9M | 537,149 |
 CAPITAL ONE FINANCIAL CORP$COF | 71.0#278 | $10.9M | 59,480 |
 REINSURANCE GROUP OF AMERICA INC$RGA | 53.3#1,287 | $8.6M | 42,275 |
 VISA INC.$V | 83.5 | $8.4M | 27,886 |
 KKR & Co. Inc.$KKR | 49.8 | $7.9M | 85,491 |
 XP Inc.$XP | — | $7.8M | 411,964 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $7.2M | 24,365 |
 S&P Global Inc.$SPGI | 79.4 | $6.7M | 15,728 |
 FIRST HORIZON CORP$FHN | 43.8 | $6.5M | 284,813 |
 MSCI Inc.$MSCI | 77.6 | $6.5M | 12,015 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Triveni Capital Investments LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Financials
$98.5M
Industrials
$2.5M
Full Holdings — Triveni Capital Investments LP (Q1 2026)
All 14 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 | $IBN | ICICI BANK LTD | $13.9M | 13.8% | +32% | — |
| 2 | $COF | CAPITAL ONE FINANCIAL CORP | $10.9M | 10.8% | +21% | 71 |
| 3 | $RGA | REINSURANCE GROUP OF AMERICA INC | $8.6M | 8.6% | +1% | 53.3 |
| 4 | $V | VISA INC. | $8.4M | 8.3% | -26% | 83.5 |
| 5 | $KKR | KKR & Co. Inc. | $7.9M | 7.8% | -6% | 49.8 |
| 6 | $XP | XP Inc. | $7.8M | 7.8% | +23% | — |
| 7 | $JPM | JPMORGAN CHASE & CO | $7.2M | 7.1% | NEW | 35.6 |
| 8 | $SPGI | S&P Global Inc. | $6.7M | 6.6% | -11% | 79.4 |
| 9 | $FHN | FIRST HORIZON CORP | $6.5M | 6.4% | +0% | 43.8 |
| 10 | $MSCI | MSCI Inc. | $6.5M | 6.4% | +26% | 77.6 |
| 11 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $6.4M | 6.3% | +28% | 69.4 |
| 12 |  $UMBF | UMB FINANCIAL CORP | $5.7M | 5.7% | +0% | — |
| 13 |  $LEN | LENNAR CORP /NEW/ | $2.5M | 2.4% | -47% | 49.2 |
| 14 |  $RKT | Rocket Companies, Inc. | $1.9M | 1.9% | NEW | — |
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