Institutional
Triveni Capital Investments LP
CIK 0002062730
$100.9M
Reported AUM
14
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Triveni Capital Investments LP · Q1 2026
AI · grounded in 13F
Triveni Capital Investments LP exited its position in EFX, reducing its exposure by $8.9M. The fund also closed positions in BAC and FICO, which decreased its holdings by $8.5M and $8.3M respectively. Offsetting these sells, the fund established a new position in JPM worth $7.2M and added RKT with a $1.9M investment. Additionally, the fund increased its share counts in IBN by 32.5% and HBAN by 28.4%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IBN | ICICI BANK LIMITED | $25.95 | -0.54% | -23.48% | 44.36% | $13.9M | 13.78% | +131,736 | +32.5% |
| 2 | COF | CAPITAL ONE FINL CORP | $180.67 | -1.38% | -7.47% | 22.49% | $10.9M | 10.75% | +10,498 | +21.4% |
| 3 | RGA | REINSURANCE GROUP AMER INC | $204.96 | 3.53% | 1.32% | 106.45% | $8.6M | 8.55% | +242 | +0.6% |
| 4 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $8.4M | 8.35% | −10,024 | −26.4% |
| 5 | KKR | KKR & CO INC | $93.40 | -2.16% | -23.81% | 52.81% | $7.9M | 7.83% | −5,023 | −5.5% |
| 6 | XP | XP INC | $15.27 | -0.49% | -21.39% | -58.09% | $7.8M | 7.77% | +78,230 | +23.4% |
| 7 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | 19.84% | 133.52% | $7.2M | 7.10% | +24,365 | NEW |
| 8 | SPGI | S&P GLOBAL INC | $424.44 | 1.03% | -17.59% | 3.23% | $6.7M | 6.63% | −1,997 | −11.3% |
| 9 | FHN | FIRST HORIZON CORPORATION | $24.32 | 0.66% | 21.88% | 84.48% | $6.5M | 6.42% | — | HELD |
| 10 | MSCI | MSCI INC | $615.46 | -0.55% | 9.75% | 9.15% | $6.5M | 6.42% | +2,475 | +25.9% |
| 11 | HBAN | HUNTINGTON BANCSHARES INC | $16.52 | -0.06% | 5.77% | 45.05% | $6.4M | 6.34% | +90,450 | +28.4% |
| 12 | UMBF | UMB FINL CORP | $129.92 | 0.95% | 25.81% | 50.51% | $5.7M | 5.69% | — | HELD |
| 13 | LEN | LENNAR CORP | $89.47 | -1.12% | -15.08% | -4.04% | $2.5M | 2.44% | −25,101 | −46.9% |
| 14 | RKT | ROCKET COS INC | $12.65 | -4.38% | -0.94% | -16.53% | $1.9M | 1.92% | +136,208 | NEW |
| 15 | EFX | EQUIFAX INC | $172.13 | 0.67% | -35.17% | -31.38% | — | — | −41,179 | EXITED |
| 16 | BAC | BANK AMERICA CORP | $53.83 | -0.63% | 23.03% | 58.61% | — | — | −154,120 | EXITED |
| 17 | FICO | FAIR ISAAC CORP | $1172.53 | 3.09% | -35.93% | 117.08% | — | — | −4,888 | EXITED |
| 18 | WEX | WEX INC | $148.21 | 0.91% | 6.95% | -21.88% | — | — | −48,087 | EXITED |
Source: SEC EDGAR · accession 0001214659-26-006430. 13F discloses long positions only — shorts, foreign equities, and options are excluded.