Triveni Capital Investments LP

CIK

2062730

Location

STAMFORD, CT

Portfolio Value

Small $100,581,343

Diversification

Diversified

Filing Date

Global Rank

#5,700 / 8,607 ▼ 437 · as of Mar 2026

Top Industry

Banks - Regional 32.4%

3Y Alpha vs SPY

-31.6%

Period ended 3 months ago

Filed May 15, 2026 · 58d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-0.1%

SPY

+11.0%

Annualised alpha

-29.8%

Max drawdown

−13.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.8%

+3.9 pts

Top 5

49.4%

+6.2 pts

Top 10

83.6%

+9.5 pts

HHI

830

Diversified+147

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	97.5%	$98,115,869	13
Consumer Cyclical	2.5%	$2,465,474	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
IBN	Icici Bank Ltd	+131,736	537,149	$13,912,159
HBAN	Huntington Bancshares Inc /Md/	+90,450	409,048	$6,401,601
XP	XP Inc.	+78,230	411,964	$7,843,794
COF	Capital One Financial Corp	+10,498	59,480	$10,850,936
MSCI	MSCI Inc.	+2,475	12,015	$6,476,205
RGA	Reinsurance Group Of America Inc	+242	42,275	$8,630,864
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
LEN	Lennar Corp /New/	−25,101	28,391	$2,465,474
V	Visa Inc.	−10,024	27,886	$8,428,264
KKR	KKR & Co. Inc.	−5,023	85,491	$7,907,917
SPGI	S&P Global Inc.	−1,997	15,728	$6,328,994
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
JPM	Jpmorgan Chase & Co	24,365	$7,167,208
RKT	Rocket Companies, Inc.	136,208	$1,940,964
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
EFX	Equifax Inc	41,179	$8,935,019
BAC	Bank Of America Corp /De/	154,120	$8,476,600
FICO	Fair Isaac Corp	4,888	$8,263,750
WEX	WEX Inc.	48,087	$7,164,001
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $100,581,343 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBN	Icici Bank Ltd Financial Services	Added	537,149	+131,736	$13,912,159	+15.2%	13.83%
COF	Capital One Financial Corp Financial Services	Added	59,480	+10,498	$10,850,936	−8.6%	10.79%
RGA	Reinsurance Group Of America Inc Financial Services	Added	42,275	+242	$8,630,864	+0.9%	8.58%
V	Visa Inc. Financial Services	Reduced	27,886	-10,024	$8,428,264	−36.6%	8.38%
KKR	KKR & Co. Inc. Financial Services	Reduced	85,491	-5,023	$7,907,917	−31.5%	7.86%
XP	XP Inc. Financial Services	Added	411,964	+78,230	$7,843,794	+43.6%	7.80%
JPM	Jpmorgan Chase & Co Financial Services	NEW	24,365	NEW	$7,167,208	NEW	7.13%
FHN	First Horizon Corp Financial Services	Held	284,813	0	$6,482,343	−4.8%	6.44%
MSCI	MSCI Inc. Financial Services	Added	12,015	+2,475	$6,476,205	+18.3%	6.44%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	409,048	+90,450	$6,401,601	+15.8%	6.36%
SPGI	S&P Global Inc. Financial Services	Reduced	15,728	-1,997	$6,328,994	−27.8%	6.29%
UMBF	Umb Financial Corp Financial Services	Held	50,932	0	$5,744,620	−2.0%	5.71%
LEN	Lennar Corp /New/ Consumer Cyclical	Reduced	28,391	-25,101	$2,465,474	−55.2%	2.45%
RKT	Rocket Companies, Inc. Financial Services	NEW	136,208	NEW	$1,940,964	NEW	1.93%