TC
Triveni Capital Investments LP
行业集中型趋势追踪型高品质投资策略
申报总市值
US$1.0亿
申报季度: 2026-03-31 · 持股只数: 14
Triveni Capital Investments LP在最新一期 13F 报告中披露了 14 项持股，申报期为 2026-03-31，总持股市值约为 US$1.0亿，季度换手率为 54.2%。
机构性格雪花图
- 集中度
- 33.16
- 持仓稳定性
- 54.19
- 动能／逆势
- 100
- 行业集中度
- 100
- 多样化
- 28
- 仓位均衡度
- 95.84
近期动向
加仓 IBN
+32.5% US$183.1万
加仓 G98239109
+23.4% US$238.1万
加仓 MSCI
+25.9% US$100.3万
加仓 HBAN
+28.4% US$87.4万
加仓 RGA
+0.6% US$7.9万
加仓 COF
+21.4% -US$102.0万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 13.78% | +4.77% | +32.49% | |
| 2 | COF | Capital One Financial CORP | 股票-金融 | 10.75% | +1.90% | +21.43% | |
| 3 | RGA | Reinsurance Group Of America | 股票-金融 | 8.55% | +2.17% | +0.58% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 8.35% | -1.57% | -26.44% | |
| 5 | KKR | Kkr & Co INC | 股票-金融 | 7.83% | -0.78% | -5.55% | |
| 6 | ✓ | Xp INC Class A | 股票-其他 | 7.77% | +3.70% | +23.44% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 7.10% | +7.10% | NEW | |
| 8 | SPGI | S&p Global INC | 股票-金融 | 6.63% | -0.28% | -11.27% | |
| 9 | FHN | First Horizon CORP | 股票-金融 | 6.42% | +1.34% | — | |
| 10 | MSCI | Msci INC | 股票-金融 | 6.42% | +2.34% | +25.94% | |
| 11 | HBAN | Huntington Bancshares INC | 股票-金融 | 6.34% | +2.22% | +28.39% | |
| 12 | UMBF | Umb Financial CORP | 股票-金融 | 5.69% | +1.32% | — | |
| 13 | LEN | Lennar Corp-a | 股票-周期性消费 | 2.44% | -1.66% | -46.92% | |
| 14 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.92% | +1.92% | NEW |
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Triveni Capital Investments LP 在 2026-03-31 最显著的持仓异动： 清仓: Equifax INC (EFX); 清仓: Bank Of America CORP (BAC); 清仓: Fair Isaac CORP (FICO); 新建仓: Jpmorgan Chase & Co (JPM); 清仓: Wex INC (WEX).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBN | Icici Bank Ltd-spon Adr | +4.8% | +32.49% | 加仓 |
| 2 | ✓ | Xp INC Class A | +3.7% | +23.44% | 加仓 |
| 3 | MSCI | Msci INC | +2.3% | +25.94% | 加仓 |
| 4 | HBAN | Huntington Bancshares INC | +2.2% | +28.39% | 加仓 |
| 5 | RGA | Reinsurance Group Of America | +2.2% | +0.58% | 加仓 |
| 6 | COF | Capital One Financial CORP | +1.9% | +21.43% | 加仓 |
| 7 | FHN | First Horizon CORP | +1.3% | — | 不变 |
| 8 | UMBF | Umb Financial CORP | +1.3% | — | 不变 |
| 9 | SPGI | S&p Global INC | -0.3% | -11.27% | 减仓 |
| 10 | KKR | Kkr & Co INC | -0.8% | -5.55% | 减仓 |
| 11 | V | Visa Inc-class A Shares | -1.6% | -26.44% | 减仓 |
| 12 | LEN | Lennar Corp-a | -1.7% | -46.92% | 减仓 |
| 13 | EFX | Equifax INC | — | EXIT | 清仓 |
| 14 | BAC | Bank Of America CORP | — | EXIT | 清仓 |
| 15 | FICO | Fair Isaac CORP | — | EXIT | 清仓 |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | 新建仓 |
| 17 | WEX | Wex INC | — | EXIT | 清仓 |
| 18 | RKT | Rocket Cos Inc-class A | — | NEW | 新建仓 |
FAQ
Triveni Capital Investments LP 是什么机构？属于哪种投资人类型？
Triveni Capital Investments LP 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.0亿，分布在 14 个已申报仓位之中。
Triveni Capital Investments LP 目前前几大持股有哪些？
根据最新 13F 申报，Triveni Capital Investments LP 按市值排列的前几大持股为：
1. Icici Bank Ltd-spon Adr (IBN) — US$1391.2万 (13.8%)
2. Capital One Financial CORP (COF) — US$1085.1万 (10.8%)
3. Reinsurance Group Of America (RGA) — US$863.1万 (8.6%)
4. Visa Inc-class A Shares (V) — US$842.8万 (8.3%)
5. Kkr & Co INC (KKR) — US$790.8万 (7.8%)
Triveni Capital Investments LP 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Triveni Capital Investments LP 共进行了 16 项显著调整：新建仓 2 个仓位、加仓 6 个既有持股、减仓 4 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Equifax INC (EFX); 清仓: Bank Of America CORP (BAC); 清仓: Fair Isaac CORP (FICO); 新建仓: Jpmorgan Chase & Co (JPM); 清仓: Wex INC (WEX)
Triveni Capital Investments LP 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Triveni Capital Investments LP 的主要板块分布如下：
• Financials: 97.3%
• Consumer Discretionary: 2.6%