CIK: 0002062730
Total reported value
$100.9M
Reporting period: 2026-03-31 · Number of holdings: 14
Triveni Capital Investments LP disclosed 14 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $100.9M and a quarterly turnover rate of 54.2%.
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Triveni Capital Investments LP's disclosed holdings carry a Herfindahl concentration index of 0.083 — mathematically equivalent to about 12 equally-sized positions, close to its 14 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.42), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add IBN
+32.5% $1.8M
Add XPEV
+23.4% $2.4M
Add MSCI
+25.9% $1.0M
Add HBAN
+28.4% $873.9K
Add RGA
+0.6% $78.8K
Add COF
+21.4% -$1.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 13.78% | +4.77% | +32.49% | |
| 2 | COF | Capital One Financial CORP | Stock-Financials | 10.75% | +1.90% | +21.43% | |
| 3 | RGA | Reinsurance Group Of America | Stock-Financials | 8.55% | +2.17% | +0.58% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 8.35% | -1.57% | -26.44% | |
| 5 | KKR | Kkr & Co INC | Stock-Financials | 7.83% | -0.78% | -5.55% | |
| 6 | XPEV | Xp INC Class A | Stock-Other | 7.77% | +3.70% | +23.44% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.10% | +7.10% | NEW | |
| 8 | SPGI | S&p Global INC | Stock-Financials | 6.63% | -0.28% | -11.27% | |
| 9 | FHN | First Horizon CORP | Stock-Financials | 6.42% | +1.34% | — | |
| 10 | MSCI | Msci INC | Stock-Financials | 6.42% | +2.34% | +25.94% | |
| 11 | HBAN | Huntington Bancshares INC | Stock-Financials | 6.34% | +2.22% | +28.39% | |
| 12 | UMBF | Umb Financial CORP | Stock-Financials | 5.69% | +1.32% | — | |
| 13 | LEN | Lennar Corp-a | Stock-Consumer Disc | 2.44% | -1.66% | -46.92% | |
| 14 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.92% | +1.92% | NEW |
Performance for Q3 2026
+8.9%
Performance Last 4 Quarters
+8.7%
Based on 5 months of available history
Based on 84% of reported portfolio value with available pricing
Triveni Capital Investments LP's most significant position changes for 2026-03-31: Sold out: Equifax INC (EFX); Sold out: Bank Of America CORP (BAC); Sold out: Fair Isaac CORP (FICO); New buy: Jpmorgan Chase & Co (JPM); Sold out: Wex INC (WEX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBN | Icici Bank Ltd-spon Adr | +4.8% | +32.49% | Add |
| 2 | XPEV | Xp INC Class A | +3.7% | +23.44% | Add |
| 3 | MSCI | Msci INC | +2.3% | +25.94% | Add |
| 4 | HBAN | Huntington Bancshares INC | +2.2% | +28.39% | Add |
| 5 | RGA | Reinsurance Group Of America | +2.2% | +0.58% | Add |
| 6 | COF | Capital One Financial CORP | +1.9% | +21.43% | Add |
| 7 | FHN | First Horizon CORP | +1.3% | — | Unchanged |
| 8 | UMBF | Umb Financial CORP | +1.3% | — | Unchanged |
| 9 | SPGI | S&p Global INC | -0.3% | -11.27% | Trim |
| 10 | KKR | Kkr & Co INC | -0.8% | -5.55% | Trim |
| 11 | V | Visa Inc-class A Shares | -1.6% | -26.44% | Trim |
| 12 | LEN | Lennar Corp-a | -1.7% | -46.92% | Trim |
| 13 | EFX | Equifax INC | — | EXIT | Sold out |
| 14 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 15 | FICO | Fair Isaac CORP | — | EXIT | Sold out |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | WEX | Wex INC | — | EXIT | Sold out |
| 18 | RKT | Rocket Cos Inc-class A | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
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