Triveni Capital Investments LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Triveni Capital Investments LP reported 14 stock positions worth $100.9 million. Its top holding was Icici Bank Ltd.-Spon ADR (IBN) at 13.8% of the portfolio, followed by Capital One Financial (COF, 10.7%) and Reinsurance Group of America (RGA, 8.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 4, added to 6 and reduced 4. The biggest buy was a new position in JPMorgan Chase (JPM) and the biggest sale an exit from Equifax (EFX).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0002062730
- Portfolio Value
- $100.9M (Q1 2026)
- SEC Filing
- 0001214659-26-006430 ↗ filed May 15, 2026
Holdings Value
Holdings 14 stocks · $100.9M
| IBN Icici Bank Ltd.-Spon ADR | 13.78% | 537,149 | $13.9M | Add +32.5% |
| COF Capital One Financial Corp. | 10.75% | 59,480 | $10.9M | Add +21.4% |
| RGA Reinsurance Group of America | 8.55% | 42,275 | $8.6M | Add +0.6% |
| V Visa Inc. Class A | 8.35% | 27,886 | $8.4M | Reduce -26.4% |
| KKR KKR & Co. Inc. | 7.83% | 85,491 | $7.9M | Reduce -5.5% |
| XP XP Inc. Class A | 7.77% | 411,964 | $7.8M | Add +23.4% |
| JPM JPMorgan Chase & Co. | 7.10% | 24,365 | $7.2M | New |
| SPGI S&P Global Inc. | 6.63% | 15,728 | $6.7M | Reduce -11.3% |
| FHN First Horizon Corp. | 6.42% | 284,813 | $6.5M | No change |
| MSCI MSCI Inc. | 6.42% | 12,015 | $6.5M | Add +25.9% |
| HBAN Huntington Bancshares Inc. | 6.34% | 409,048 | $6.4M | Add +28.4% |
| UMBF Umb Financial Corp. | 5.69% | 50,932 | $5.7M | No change |
| LEN Lennar Corp. Class A | 2.44% | 28,391 | $2.5M | Reduce -46.9% |
| RKT Rocket Cos Inc. Class A | 1.92% | 136,208 | $1.9M | New |
Portfolio Sells Q4 2025 → Q1 2026
| EFX Equifax Inc. | Sold out | 0.00% | −6.66 |
| BAC Bank of America Corp. | Sold out | 0.00% | −6.32 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −6.16 |
| WEX Wex Inc. | Sold out | 0.00% | −5.34 |
| LEN Lennar Corp. Class A | Reduce -46.9% | 2.44% | −1.66 |
| V Visa Inc. Class A | Reduce -26.4% | 8.35% | −1.57 |
| KKR KKR & Co. Inc. | Reduce -5.5% | 7.83% | −0.77 |
| SPGI S&P Global Inc. | Reduce -11.3% | 6.63% | −0.28 |
Portfolio Buys Q4 2025 → Q1 2026
| JPM JPMorgan Chase & Co. | New | 7.10% | +7.10 |
| IBN Icici Bank Ltd.-Spon ADR | Add +32.5% | 13.78% | +4.77 |
| XP XP Inc. Class A | Add +23.4% | 7.77% | +3.70 |
| MSCI MSCI Inc. | Add +25.9% | 6.42% | +2.33 |
| HBAN Huntington Bancshares Inc. | Add +28.4% | 6.34% | +2.22 |
| RGA Reinsurance Group of America | Add +0.6% | 8.55% | +2.17 |
| RKT Rocket Cos Inc. Class A | New | 1.92% | +1.92 |
| COF Capital One Financial Corp. | Add +21.4% | 10.75% | +1.90 |