# Triveni Capital Investments LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2062730. Source: https://holderbook.com/funds/2062730-triveni-capital-investments-lp/

- Reported value: $83.8M
- Positions: 15
- Weight of the ten largest: 78.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VISA INC | [V](https://holderbook.com/stocks/V/) | $11.5M | 33,381 | 13.7% | 3 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $9.5M | 47,321 | 11.3% | 3 |
| ICICI BANK LIMITED | [IBN](https://holderbook.com/stocks/IBN/) | $7.6M | 260,822 | 9.0% | 3 |
| REINSURANCE GROUP AMER INC | [RGA](https://holderbook.com/stocks/RGA/) | $7.2M | 34,049 | 8.6% | 3 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $5.6M | 61,554 | 6.7% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.6M | 16,981 | 6.6% | 2 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $5.2M | 12,775 | 6.2% | 3 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $4.8M | 4,215 | 5.7% | 1 |
| FIRST HORIZON CORPORATION | [FHN](https://holderbook.com/stocks/FHN/) | $4.8M | 185,844 | 5.7% | 3 |
| HUNTINGTON BANCSHARES INC | [HBAN](https://holderbook.com/stocks/HBAN/) | $4.4M | 245,537 | 5.2% | 3 |
| ROCKET COS INC | [RKT](https://holderbook.com/stocks/RKT/) | $4.2M | 264,921 | 5.0% | 2 |
| XP INC | [XP](https://holderbook.com/stocks/XP/) | $3.9M | 241,362 | 4.7% | 3 |
| UMB FINL CORP | [UMBF](https://holderbook.com/stocks/UMBF/) | $3.5M | 24,607 | 4.2% | 3 |
| BANK HAWAII CORP | [BOH](https://holderbook.com/stocks/BOH/) | $3.1M | 38,176 | 3.7% | 1 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $3.1M | 5,463 | 3.6% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.3% | +14.8% | -7.6% | 100% |
| Q1 2026 | -13.3% | -4.6% | -8.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $83.8M | 15 |
| Q1 2026 | $100.9M | 14 |
| Q4 2025 | $134.1M | 16 |