Q2 2026 13F · SEC CIK 2062730
Triveni Capital Investments LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $83.8M
- Reported positions
- 15
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $300.9M
Triveni Capital Investments LP is a hedge fund that reported 15 positions worth $83.8M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Visa Inc (V, 13.7%), Capital One Finl Corp (COF, 11.3%), Icici Bk Ltd (IBN, 9.0%).
Triveni Capital Investments LP holdings all 15 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VVisa Inc | 13.7% | +19.7% | $11.5M |
| COFCapital One Finl Corp | 11.3% | -20.4% | $9.5M |
| IBNIcici Bk Ltd | 9.0% | -51.4% | $7.6M |
| RGAReinsurance Group America | 8.6% | -19.5% | $7.2M |
| KKRKkr & Co Inc | 6.7% | -28.0% | $5.6M |
| JPMJpmorgan Chase & Co | 6.6% | -30.3% | $5.6M |
| SPGIS&p Global Inc | 6.2% | -18.8% | $5.2M |
| URIUnited Rentals Inc | 5.7% | — | $4.8M |
| FHNFirst Horizon Corporation | 5.7% | -34.7% | $4.8M |
| HBANHuntington Bancshares Inc | 5.2% | -40.0% | $4.4M |
| RKTRocket Cos Inc | 5.0% | +94.5% | $4.2M |
| XPXp Inc | 4.7% | -41.4% | $3.9M |
| UMBFUmb Finl Corp | 4.2% | -51.7% | $3.5M |
| BOHBank of Hi Corp | 3.7% | — | $3.1M |
| MSCIMsci Inc | 3.6% | -54.5% | $3.1M |
What Triveni Capital Investments LP bought and sold in Q2 2026, against Q1 2026.
New positions
- URI United Rentals Inc5.7% of 13F
- BOH Bank of Hi Corp3.7% of 13F
Added to
- RKT Rocket Cos Inc+94.5% shares
- V Visa Inc+19.7% shares
Reduced
- MSCI Msci Inc-54.5% shares
- UMBF Umb Finl Corp-51.7% shares
- IBN Icici Bk Ltd-51.4% shares
- XP Xp Inc-41.4% shares
- HBAN Huntington Bancshares Inc-40.0% shares
- FHN First Horizon Corporation-34.7% shares
- JPM Jpmorgan Chase & Co-30.3% shares
- KKR Kkr & Co Inc-28.0% shares
Sold out
- LEN Lennar Corpwas 2.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $83.8M | 15 |
| Q1 2026 | $100.9M | 14 |
| Q4 2025 | $134.1M | 16 |
Questions about Triveni Capital Investments LP's portfolio
What stocks does Triveni Capital Investments LP own?
Triveni Capital Investments LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 15 positions worth $83.8M. The largest are Visa Inc (V) at 13.7%, Capital One Finl Corp (COF) at 11.3%, Icici Bk Ltd (IBN) at 9.0%, Reinsurance Group America (RGA) at 8.6% and Kkr & Co Inc (KKR) at 6.7%.
What did Triveni Capital Investments LP buy last quarter?
In Q2 2026, Triveni Capital Investments LP added a new position in United Rentals Inc (URI), a new position in Bank of Hi Corp (BOH), Rocket Cos Inc (RKT) (+94.5% shares) and Visa Inc (V) (+19.7% shares), compared with its Q1 2026 filing.
What did Triveni Capital Investments LP sell last quarter?
In Q2 2026, Triveni Capital Investments LP sold all of Lennar Corp (LEN), Msci Inc (MSCI) (-54.5% shares), Umb Finl Corp (UMBF) (-51.7% shares) and Icici Bk Ltd (IBN) (-51.4% shares), compared with its Q1 2026 filing.
When is Triveni Capital Investments LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Triveni Capital Investments LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Triveni Capital Investments LP manage?
Triveni Capital Investments LP reported $300.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $83.8M.