Triveni Capital Investments LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 2062730) · Explore on the interactive board
Triveni Capital Investments LP disclosed 15 US equity positions worth $83.8m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is V at 13.7% of the reported book, followed by COF, IBN. The top ten holdings are 78.8% of the book, and the portfolio behaves like about 13 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 2, reduced 11 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Triveni Capital Investments LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 2 added, 11 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 13.7% | $11.5m | 33,381 | 20% | added |
| 2 | COF CAPITAL ONE FINL CORP | Financial Services | 11.3% | $9.5m | 47,321 | -20% | reduced |
| 3 | IBN ICICI BANK LIMITED | Financial Services | 9.0% | $7.6m | 260,822 | -51% | reduced |
| 4 | RGA REINSURANCE GROUP AMER INC | Financial Services | 8.6% | $7.2m | 34,049 | -19% | reduced |
| 5 | KKR KKR & CO INC | Financial Services | 6.7% | $5.6m | 61,554 | -28% | reduced |
| 6 | JPM JPMORGAN CHASE & CO | Financial Services | 6.6% | $5.6m | 16,981 | -30% | reduced |
| 7 | SPGI S&P GLOBAL INC | Financial Services | 6.2% | $5.2m | 12,775 | -19% | reduced |
| 8 | URI UNITED RENTALS INC | Industrials | 5.7% | $4.8m | 4,215 | – | new |
| 9 | FHN FIRST HORIZON CORPORATION | Financial Services | 5.7% | $4.8m | 185,844 | -35% | reduced |
| 10 | HBAN HUNTINGTON BANCSHARES INC | Financial Services | 5.2% | $4.4m | 245,537 | -40% | reduced |
| 11 | RKT ROCKET COS INC | Financial Services | 5.0% | $4.2m | 264,921 | 94% | added |
| 12 | XP XP INC | Financial Services | 4.7% | $3.9m | 241,362 | -41% | reduced |
| 13 | UMBF UMB FINL CORP | Financial Services | 4.2% | $3.5m | 24,607 | -52% | reduced |
| 14 | BOH BANK HAWAII CORP | Financial Services | 3.7% | $3.1m | 38,176 | – | new |
| 15 | MSCI MSCI INC | Financial Services | 3.6% | $3.1m | 5,463 | -55% | reduced |
What did Triveni Capital Investments LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| LEN LENNAR CORP | 100.0% | $2.5m |
Sector mix
| Sector | Weight |
|---|---|
| Financial Services | 94.3% |
| Industrials | 5.7% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Triveni Capital Investments LP's portfolio?
Across every quarter Triveni Capital Investments LP has filed, its median largest position is 13.7% of the book and its median top-ten weight is 81.2%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 15.0 positions are still open and their final length is unknown.