Triveni Capital Investments LP
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $300,884,141 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $315,633,271 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $201,052,081 | Pooled investment vehicles (100%) |
| Jan 2024 to Mar 2024 | $168,569,564 | Pooled investment vehicles (100%) |
| Aug 2023 to Dec 2023 | $92,000,000 | Pooled investment vehicles (100%) |
| Jun 2023 to Jul 2023 | $117,000,000 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 91.9%; sector active share 83.1% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 94.3% | $79,067,786 |
| Industrials | 5.7% | $4,775,131 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | −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. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LEN | Lennar Corp | 28,391 | $2,465,474 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
Added | 33,381 | $11,452,687 | 13.66% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 47,321 | $9,493,539 | 11.32% | |
| IBN |
Icici Bank Ltd
Financial Services
|
Reduced | 260,822 | $7,571,662 | 9.03% | |
| RGA |
Reinsurance Group Of America Inc
Financial Services
|
Reduced | 34,049 | $7,240,519 | 8.64% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 61,554 | $5,649,426 | 6.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 16,981 | $5,558,390 | 6.63% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 12,775 | $5,202,746 | 6.21% | |
| URI |
United Rentals, Inc.
Industrials
|
NEW | 4,215 | $4,775,131 | 5.70% | |
| FHN |
First Horizon Corp
Financial Services
|
Reduced | 185,844 | $4,765,040 | 5.68% | |
| HBAN |
Huntington Bancshares Inc
Financial Services
|
Reduced | 245,537 | $4,353,371 | 5.19% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Added | 264,921 | $4,172,505 | 4.98% | |
| XP |
XP Inc.
Financial Services
|
Reduced | 241,362 | $3,924,546 | 4.68% | |
| UMBF |
Umb Financial Corp
Financial Services
|
Reduced | 24,607 | $3,512,895 | 4.19% | |
| BOH |
Bank Of Hawaii Corp
Financial Services
|
NEW | 38,176 | $3,110,962 | 3.71% | |
| MSCI |
MSCI Inc.
Financial Services
|
Reduced | 5,463 | $3,059,498 | 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.