Triveni Capital Investments LP
STAMFORD, CT
$84m in 15 US stocks at the end of 30 June 2026. The top 10 are 78.8% of the money. It changed about 18.4% of the portfolio this quarter.
Value
$84m
Stocks
15
Top 10 share
78.8%
Turnover
18.4%
What changed this quarter
New
Bought for the first time this quarter.
- United RentalsURI5.7% of the fund
- Bank of HawaiiBOH3.7% of the fund
Added
Bought more of a stock they already held.
- VisaV13.7% of the fund+20%
- Rocket CompaniesRKT5.0% of the fund+95%
Cut
Sold some of their stake.
- Capital One FinancialCOF11.3% of the fund-20%
- Icici BankIBN9.0% of the fund-51%
- Reinsurance Group of AmericaRGA8.6% of the fund-19%
- KKRKKR6.7% of the fund-28%
- JPMorgan ChaseJPM6.6% of the fund-30%
- S&P GlobalSPGI6.2% of the fund-19%
- First HorizonFHN5.7% of the fund-35%
- Huntington BancsharesHBAN5.2% of the fund-40%
- XPXP4.7% of the fund-41%
- UMB FinancialUMBF4.2% of the fund-52%
- MsciMSCI3.6% of the fund-55%
Sold out
Sold their entire stake.
- LennarLEN-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| VisaV | 13.7% | $11m | 33,381 | +20% |
| Capital One FinancialCOF | 11.3% | $9m | 47,321 | -20% |
| Icici BankIBN | 9.0% | $8m | 260,822 | -51% |
| Reinsurance Group of AmericaRGA | 8.6% | $7m | 34,049 | -19% |
| KKRKKR | 6.7% | $6m | 61,554 | -28% |
| JPMorgan ChaseJPM | 6.6% | $6m | 16,981 | -30% |
| S&P GlobalSPGI | 6.2% | $5m | 12,775 | -19% |
| United RentalsURI | 5.7% | $5m | 4,215 | New |
| First HorizonFHN | 5.7% | $5m | 185,844 | -35% |
| Huntington BancsharesHBAN | 5.2% | $4m | 245,537 | -40% |
| Rocket CompaniesRKT | 5.0% | $4m | 264,921 | +95% |
| XPXP | 4.7% | $4m | 241,362 | -41% |
| UMB FinancialUMBF | 4.2% | $4m | 24,607 | -52% |
| Bank of HawaiiBOH | 3.7% | $3m | 38,176 | New |
| MsciMSCI | 3.6% | $3m | 5,463 | -55% |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is down 37.5% since 31 December 2025.
Where the money is
Financial services94.3%
Industrials5.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.