Triveni Capital Investments LP

CIK

2062730

Location

STAMFORD, CT

Portfolio Value

Micro $83,842,917

Diversification

Diversified

Filing Date

Global Rank

#6,392 / 8,633 ▼ 372

Top Industry

Banks - Regional 27.8%

3Y Alpha vs SPY

-21.1%

Period ended 52 days ago

Filed Aug 14, 2026 · 7d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+1.4%

SPY

+11.9%

Annualised alpha

-21.6%

Max drawdown

−13.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.7%

−0.1 pts

Top 5

49.4%

+0.1 pts

Top 10

78.8%

−4.8 pts

HHI

782

Diversified−47

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	94.3%	$79,067,786	14
Industrials	5.7%	$4,775,131	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	+128,713	264,921	$4,172,505
V	Visa Inc.	+5,495	33,381	$11,452,687
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
IBN	Icici Bank Ltd	−276,327	260,822	$7,571,662
XP	XP Inc.	−170,602	241,362	$3,924,546
HBAN	Huntington Bancshares Inc /Md/	−163,511	245,537	$4,353,371
FHN	First Horizon Corp	−98,969	185,844	$4,765,040
UMBF	Umb Financial Corp	−26,325	24,607	$3,512,895
KKR	KKR & Co. Inc.	−23,937	61,554	$5,649,426
COF	Capital One Financial Corp	−12,159	47,321	$9,493,539
RGA	Reinsurance Group Of America Inc	−8,226	34,049	$7,240,519
JPM	Jpmorgan Chase & Co	−7,384	16,981	$5,558,390
MSCI	MSCI Inc.	−6,552	5,463	$3,059,498
SPGI	S&P Global Inc.	−2,953	12,775	$5,202,746
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
URI	United Rentals, Inc.	4,215	$4,775,131
BOH	Bank Of Hawaii Corp	38,176	$3,110,962
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
LEN	Lennar Corp /New/	28,391	$2,465,474
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 tracked positions · $83,842,917 total · filing declares 15 positions · $83,842,923 · as of Jun 30, 2026

All sectors Financial Services Industrials

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
V	Visa Inc. Financial Services	Added	33,381	+5,495	$11,452,687	+35.9%	13.66%
COF	Capital One Financial Corp Financial Services	Reduced	47,321	-12,159	$9,493,539	−12.5%	11.32%
IBN	Icici Bank Ltd Financial Services	Reduced	260,822	-276,327	$7,571,662	−45.6%	9.03%
RGA	Reinsurance Group Of America Inc Financial Services	Reduced	34,049	-8,226	$7,240,519	−16.1%	8.64%
KKR	KKR & Co. Inc. Financial Services	Reduced	61,554	-23,937	$5,649,426	−28.6%	6.74%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,981	-7,384	$5,558,390	−22.4%	6.63%
SPGI	S&P Global Inc. Financial Services	Reduced	12,775	-2,953	$5,202,746	−22.2%	6.21%
URI	United Rentals, Inc. Industrials	NEW	4,215	NEW	$4,775,131	NEW	5.70%
FHN	First Horizon Corp Financial Services	Reduced	185,844	-98,969	$4,765,040	−26.5%	5.68%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	245,537	-163,511	$4,353,371	−32.0%	5.19%
RKT	Rocket Companies, Inc. Financial Services	Added	264,921	+128,713	$4,172,505	+115.0%	4.98%
XP	XP Inc. Financial Services	Reduced	241,362	-170,602	$3,924,546	−50.0%	4.68%
UMBF	Umb Financial Corp Financial Services	Reduced	24,607	-26,325	$3,512,895	−38.8%	4.19%
BOH	Bank Of Hawaii Corp Financial Services	NEW	38,176	NEW	$3,110,962	NEW	3.71%
MSCI	MSCI Inc. Financial Services	Reduced	5,463	-6,552	$3,059,498	−52.8%	3.65%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.