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Triveni Capital Investments Lp Top Holdings and 13F Report (2026)

About Triveni Capital Investments Lp

Investment Activity

  • Triveni Capital Investments Lp has $100.94 million in total holdings as of March 31, 2026.
  • Triveni Capital Investments Lp owns shares of 14 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 18.55% of the portfolio was purchased this quarter.
  • About 39.00% of the portfolio was sold this quarter.
  • This quarter, Triveni Capital Investments Lp has purchased 16 new stocks and bought additional shares in 6 stocks.
  • Triveni Capital Investments Lp sold shares of 4 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

ICICI Bank
$13,912,159
Visa
$8,428,265
KKR & Co. Inc.
$7,907,918

Largest New Holdings this Quarter

46625H100 - JPMorgan Chase & Co.
$7,167,208 Holding
77311W101 - Rocket Companies
$1,940,964 Holding

Largest Purchases this Quarter

JPMorgan Chase & Co.
24,365 shares (about $7.17M)
ICICI Bank
131,736 shares (about $3.41M)
Rocket Companies
136,208 shares (about $1.94M)
Capital One Financial
10,498 shares (about $1.92M)
XP
78,230 shares (about $1.49M)

Largest Sales this Quarter

Visa
10,024 shares (about $3.03M)
Lennar
25,101 shares (about $2.18M)
S&P Global
1,997 shares (about $849.40K)
KKR & Co. Inc.
5,023 shares (about $464.63K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTriveni Capital Investments Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
ICICI Bank Limited stock logo
IBN
ICICI Bank
$13,912,159$3,411,962 â–²32.5%537,14913.8%Finance
Capital One Financial Corporation stock logo
COF
Capital One Financial
$10,850,936$1,915,150 â–²21.4%59,48010.7%Finance
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$8,630,864$49,407 â–²0.6%42,2758.6%Finance
Visa Inc. stock logo
V
Visa
$8,428,265$3,029,654 â–¼-26.4%27,8868.3%Business Services
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$7,907,918$464,628 â–¼-5.5%85,4917.8%Finance
XP Inc. stock logo
XP
XP
$7,843,795$1,489,499 â–²23.4%411,9647.8%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,167,208$7,167,208 â–²New Holding24,3657.1%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$6,689,748$849,404 â–¼-11.3%15,7286.6%Finance
First Horizon Corporation stock logo
FHN
First Horizon
$6,482,3440.0%284,8136.4%Finance
MSCI Inc stock logo
MSCI
MSCI
$6,476,205$1,334,050 â–²25.9%12,0156.4%Finance
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$6,401,601$1,415,542 â–²28.4%409,0486.3%Finance
UMB Financial Corporation stock logo
UMBF
UMB Financial
$5,744,6200.0%50,9325.7%Finance
Lennar Corporation stock logo
LEN
Lennar
$2,465,474$2,179,770 â–¼-46.9%28,3912.4%Construction
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$1,940,964$1,940,964 â–²New Holding136,2081.9%Finance
Equifax, Inc. stock logo
EFX
Equifax
$0$8,935,019 â–¼-100.0%00.0%Business Services
Bank of America Corporation stock logo
BAC
Bank of America
$0$8,476,600 â–¼-100.0%00.0%Finance
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$0$8,263,751 â–¼-100.0%00.0%Computer and Technology
WEX Inc. stock logo
WEX
WEX
$0$7,164,001 â–¼-100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data