2026 Q2 Portfolio Activity
In 2026 Q2, Triveni Capital Investments LP maintained a portfolio of 16 distinct positions. The most significant new addition was UNITED RENTALS INC, now representing 5.70% of the total fund value. They heavily accumulated shares in VISA INC, increasing the position by 19.7%. The fund also reduced its exposure to ICICI BANK LIMITED by 51.4%.
Position History
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Total Positions
16
Quarter
2026 Q2
Top Holding
V (13.7%)
Top 10 Concentration
78.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Triveni Capital Investments LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
V
VISA INC
|
Financial Services | 13.66% | 8.35% |
#1
3
Prev: #4
|
8.0 |
—
|
5,495 | 19.7% |
P
S
|
33,381 | $11,452,687 |
$347.84
+8.0%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 11.32% | 10.75% |
#2
Prev: #2
|
5.5 |
—
|
-12,159 | -20.4% |
P
S
|
47,321 | $9,493,539 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IBN
ICICI BANK LIMI...
|
Financial Services | 9.03% | 13.78% |
#3
2
Prev: #1
|
4.6 |
—
|
-276,327 | -51.4% |
P
S
|
260,822 | $7,571,663 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RGA
REINSURANCE GRO...
|
Financial Services | 8.64% | 8.55% |
#4
1
Prev: #3
|
4.5 |
—
|
-8,226 | -19.5% |
P
S
|
34,049 | $7,240,520 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KKR
KKR & CO INC
|
Financial Services | 6.74% | 7.83% |
#5
Prev: #5
|
3.2 |
—
|
-23,937 | -28.0% |
P
S
|
61,554 | $5,649,426 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 6.63% | 7.10% |
#6
1
Prev: #7
|
2.7 |
—
|
-7,384 | -30.3% |
P
S
|
16,981 | $5,558,391 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 6.21% | 6.63% |
#7
1
Prev: #8
|
3.0 |
—
|
-2,953 | -18.8% |
P
S
|
12,775 | $5,202,747 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 5.70% | — |
#8
Prev: #—
|
5.8 |
—
|
4,215 | — |
NEW
|
4,215 | $4,775,131 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FHN
FIRST HORIZON C...
|
Financial Services | 5.68% | 6.42% |
#9
Prev: #9
|
2.3 |
—
|
-98,969 | -34.7% |
P
S
|
185,844 | $4,765,040 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HBAN
HUNTINGTON BANC...
|
Financial Services | 5.19% | 6.34% |
#10
1
Prev: #11
|
2.1 |
—
|
-163,511 | -40.0% |
P
S
|
245,537 | $4,353,371 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RKT
ROCKET COS INC
|
Financial Services | 4.98% | 1.92% |
#11
3
Prev: #14
|
5.0 |
—
|
128,713 | 94.5% |
P
S
|
264,921 | $4,172,506 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XP
XP INC
|
Financial Services | 4.68% | 7.77% |
#12
6
Prev: #6
|
1.9 |
—
|
-170,602 | -41.4% |
P
S
|
241,362 | $3,924,546 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UMBF
UMB FINL CORP
|
Financial Services | 4.19% | 5.69% |
#13
1
Prev: #12
|
1.7 |
—
|
-26,325 | -51.7% |
P
S
|
24,607 | $3,512,895 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BOH
BANK HAWAII COR...
|
Financial Services | 3.71% | — |
#14
Prev: #—
|
5.0 |
—
|
38,176 | — |
NEW
|
38,176 | $3,110,962 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSCI
MSCI INC
|
Financial Services | 3.65% | 6.42% |
#15
5
Prev: #10
|
1.5 |
—
|
-6,552 | -54.5% |
P
S
|
5,463 | $3,059,499 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 0.00% | 2.44% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-28,391 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-16 of 16 holdings