Institutional Manager · CIK 0002062730
Triveni Capital Investments LP
STAMFORD, CT · File #028-26480
Latest AUM
$134.1M
Positions
16
Top-10 Concentration
74.2%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | VISA INC | V | +37,910 | +$13.3M | $0 |
| NEW | ICICI BANK LIMITED | IBN | +405,413 | +$12.1M | $0 |
| NEW | CAPITAL ONE FINL CORP | 14040H105 | +48,982 | +$11.9M | $0 |
| NEW | KKR & CO INC | KKRT | +90,514 | +$11.5M | $0 |
| NEW | S&P GLOBAL INC | SPGI | +17,725 | +$9.3M | $0 |
| NEW | EQUIFAX INC | EFX | +41,179 | +$8.9M | $0 |
| NEW | REINSURANCE GRP OF AMERICA | 759351604 | +42,033 | +$8.6M | $0 |
| NEW | BANK AMERICA CORP | 060505104 | +154,120 | +$8.5M | $0 |
| NEW | FAIR ISAAC CORP | FICO | +4,888 | +$8.3M | $0 |
| NEW | WEX INC | WEX | +48,087 | +$7.2M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202516 pos · $134.1M
Top 16 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 37,910 | $13.3M | 9.92% |
| 2 | ICICI BANK LIMITED | IBN | 405,413 | $12.1M | 9.01% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 48,982 | $11.9M | 8.85% |
| 4 | KKR & CO INC | KKRT | 90,514 | $11.5M | 8.61% |
| 5 | S&P GLOBAL INC | SPGI | 17,725 | $9.3M | 6.91% |
| 6 | EQUIFAX INC | EFX | 41,179 | $8.9M | 6.66% |
| 7 | REINSURANCE GRP OF AMERICA | 759351604 | 42,033 | $8.6M | 6.38% |
| 8 | BANK AMERICA CORP | 060505104 | 154,120 | $8.5M | 6.32% |
| 9 | FAIR ISAAC CORP | FICO | 4,888 | $8.3M | 6.16% |
| 10 | WEX INC | WEX | 48,087 | $7.2M | 5.34% |
| 11 | FIRST HORIZON CORPORATION | FHN-PH | 284,813 | $6.8M | 5.08% |
| 12 | UMB FINL CORP | 902788108 | 50,932 | $5.9M | 4.37% |
| 13 | HUNTINGTON BANCSHARES INC | HBANZ | 318,598 | $5.5M | 4.12% |
| 14 | LENNAR CORP | LEN-B | 53,492 | $5.5M | 4.10% |
| 15 | MSCI INC | MSCI | 9,540 | $5.5M | 4.08% |
| 16 | XP INC | XP | 333,734 | $5.5M | 4.07% |