☆Triveni Capital Investments LP
Quality Q
0.317
AUM ($M)
84
Positions
15
Turnover
0.18
Top-10 wt
79%
Herfindahl
0.078
History (qtrs)
3
Excess Return
not eligible
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Holdings · 16 positions · portfolio value $84M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆V funds › | VISA INC | ADD | — | 13.7% | +5.3% | 11.5 | 33,381 | +5,495 | 2 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | TRIM | — | 11.3% | +0.6% | 9.5 | 47,321 | -12,159 | 2 | — |
| ☆IBN funds › | ICICI BANK LIMITED | TRIM | — | 9.0% | -4.8% | 7.6 | 260,822 | -276,327 | 2 | — |
| ☆RGA funds › | REINSURANCE GROUP AMER INC | TRIM | — | 8.6% | +0.1% | 7.2 | 34,049 | -8,226 | 2 | — |
| ☆KKR funds › | KKR & CO INC | TRIM | — | 6.7% | -1.1% | 5.6 | 61,554 | -23,937 | 2 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 6.6% | -0.5% | 5.6 | 16,981 | -7,384 | 2 | — |
| ☆SPGI funds › | S&P GLOBAL INC | TRIM | — | 6.2% | -0.4% | 5.2 | 12,775 | -2,953 | 2 | — |
| ☆URI funds › | UNITED RENTALS INC | NEW | — | 5.7% | +5.7% | 4.8 | 4,215 | +4,215 | 1 | — |
| ☆FHN funds › | FIRST HORIZON CORPORATION | TRIM | — | 5.7% | -0.7% | 4.8 | 185,844 | -98,969 | 2 | — |
| ☆HBAN funds › | HUNTINGTON BANCSHARES INC | TRIM | — | 5.2% | -1.1% | 4.4 | 245,537 | -163,511 | 2 | — |
| ☆RKT funds › | ROCKET COS INC | ADD | — | 5.0% | +3.1% | 4.2 | 264,921 | +128,713 | 2 | — |
| ☆XP funds › | XP INC | TRIM | — | 4.7% | -3.1% | 3.9 | 241,362 | -170,602 | 2 | — |
| ☆UMBF funds › | UMB FINL CORP | TRIM | — | 4.2% | -1.5% | 3.5 | 24,607 | -26,325 | 2 | — |
| ☆BOH funds › | BANK HAWAII CORP | NEW | — | 3.7% | +3.7% | 3.1 | 38,176 | +38,176 | 1 | — |
| ☆MSCI funds › | MSCI INC | TRIM | — | 3.6% | -2.8% | 3.1 | 5,463 | -6,552 | 2 | — |
| ☆LEN funds › | LENNAR CORP | EXIT | — | 0.0% | -2.4% | 0.0 | 0 | -28,391 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 84 | 15 | 0.18 | 79% | 0.078 | 0.318 | — | in |
| 2026Q1 | 101 | 14 | 0.29 | 84% | 0.083 | 0.224 | — | entered |
| 2025Q4 | 134 | 16 | 0.00 | 74% | 0.068 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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