Triveni Capital Investments
Latest statistics and disclosures from Triveni Capital Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are V, COF, IBN, RGA, KKR, and represent 49.39% of Triveni Capital Investments's stock portfolio.
- Added to shares of these 4 stocks: URI, BOH, RKT, V.
- Started 2 new stock positions in URI, BOH.
- Reduced shares in these 10 stocks: IBN (-$8.0M), UMBF, MSCI, HBAN, XP, FHN, LEN, COF, JPM, KKR.
- Sold out of its position in LEN.
- Triveni Capital Investments was a net seller of stock by $-24M.
- Triveni Capital Investments has $84M in assets under management (AUM), dropping by -16.94%.
- Central Index Key (CIK): 0002062730
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Portfolio Holdings for Triveni Capital Investments
Triveni Capital Investments holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Visa Com Cl A (V) | 13.7 | $12M | +19% | 33k | 343.09 |
|
| Capital One Financial (COF) | 11.3 | $9.5M | -20% | 47k | 200.62 |
|
| Icici Bank Adr (IBN) | 9.0 | $7.6M | -51% | 261k | 29.03 |
|
| Reinsurance Group Amer Com New (RGA) | 8.6 | $7.2M | -19% | 34k | 212.65 |
|
| Kkr & Co (KKR) | 6.7 | $5.6M | -27% | 62k | 91.78 |
|
| JPMorgan Chase & Co. (JPM) | 6.6 | $5.6M | -30% | 17k | 327.33 |
|
| S&p Global (SPGI) | 6.2 | $5.2M | -18% | 13k | 407.26 |
|
| United Rentals (URI) | 5.7 | $4.8M | NEW | 4.2k | 1132.89 |
|
| First Horizon National Corporation (FHN) | 5.7 | $4.8M | -34% | 186k | 25.64 |
|
| Huntington Bancshares Incorporated (HBAN) | 5.2 | $4.4M | -39% | 246k | 17.73 |
|
| Rocket Cos Com Cl A (RKT) | 5.0 | $4.2M | +94% | 265k | 15.75 |
|
| XP Cl A (XP) | 4.7 | $3.9M | -41% | 241k | 16.26 |
|
| UMB Financial Corporation (UMBF) | 4.2 | $3.5M | -51% | 25k | 142.76 |
|
| Bank of Hawaii Corporation (BOH) | 3.7 | $3.1M | NEW | 38k | 81.49 |
|
| Msci (MSCI) | 3.6 | $3.1M | -54% | 5.5k | 560.04 |
|
Past Filings by Triveni Capital Investments
SEC 13F filings are viewable for Triveni Capital Investments going back to 2026
- Triveni Capital Investments 2026 Q2 filed Aug. 14, 2026
- Triveni Capital Investments 2026 Q1 filed May 15, 2026