2026 Q1 Portfolio Activity
In 2026 Q1, Triveni Capital Investments LP maintained a portfolio of 18 distinct positions. The most significant new addition was JPMORGAN CHASE & CO, now representing 7.10% of the total fund value. They heavily accumulated shares in ICICI BANK LIMITED, increasing the position by 32.5%. Conversely, Triveni Capital Investments LP completely exited their position in EQUIFAX INC.
Position History
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Total Positions
18
Quarter
2026 Q1
Top Holding
IBN (13.8%)
Top 10 Concentration
83.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-18 of 18
Triveni Capital Investments LP Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IBN
ICICI BANK LIMI...
|
Financial Services | 13.78% | 9.01% |
#1
1
Prev: #2
|
8.5 |
—
|
131,736 | 32.5% |
P
S
|
537,149 | $13,912,159 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 10.75% | 8.85% |
#2
1
Prev: #3
|
8.0 |
—
|
10,498 | 21.4% |
P
S
|
59,480 | $10,850,936 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RGA
REINSURANCE GRO...
|
Financial Services | 8.55% | 6.38% |
#3
4
Prev: #7
|
4.9 |
—
|
242 | 0.6% |
P
S
|
42,275 | $8,630,864 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 8.35% | 9.92% |
#4
3
Prev: #1
|
3.8 |
—
|
-10,024 | -26.4% |
P
S
|
27,886 | $8,428,265 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KKR
KKR & CO INC
|
Financial Services | 7.83% | 8.61% |
#5
1
Prev: #4
|
4.1 |
—
|
-5,023 | -5.5% |
P
S
|
85,491 | $7,907,918 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XP
XP INC
|
Financial Services | 7.77% | 4.07% |
#6
10
Prev: #16
|
5.6 |
—
|
78,230 | 23.4% |
P
S
|
411,964 | $7,843,795 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 7.10% | — |
#7
Prev: #—
|
6.3 |
—
|
24,365 | — |
NEW
|
24,365 | $7,167,208 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 6.63% | 6.91% |
#8
3
Prev: #5
|
3.2 |
—
|
-1,997 | -11.3% |
P
S
|
15,728 | $6,689,748 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FHN
FIRST HORIZON C...
|
Financial Services | 6.42% | 5.08% |
#9
2
Prev: #11
|
3.6 |
—
|
no change | no change |
P
S
|
284,813 | $6,482,344 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSCI
MSCI INC
|
Financial Services | 6.42% | 4.08% |
#10
5
Prev: #15
|
5.1 |
—
|
2,475 | 25.9% |
P
S
|
12,015 | $6,476,205 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HBAN
HUNTINGTON BANC...
|
Financial Services | 6.34% | 4.12% |
#11
2
Prev: #13
|
5.0 |
—
|
90,450 | 28.4% |
P
S
|
409,048 | $6,401,601 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UMBF
UMB FINL CORP
|
Financial Services | 5.69% | 4.37% |
#12
Prev: #12
|
3.3 |
—
|
no change | no change |
P
S
|
50,932 | $5,744,620 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 2.44% | 4.10% |
#13
1
Prev: #14
|
1.0 |
—
|
-25,101 | -46.9% |
P
S
|
28,391 | $2,465,474 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RKT
ROCKET COS INC
|
Financial Services | 1.92% | — |
#14
Prev: #—
|
4.3 |
—
|
136,208 | — |
NEW
|
136,208 | $1,940,964 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WEX
WEX INC
|
Technology | 0.00% | 5.34% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-48,087 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FICO
FAIR ISAAC CORP
|
Technology | 0.00% | 6.16% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-4,888 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.00% | 6.32% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-154,120 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EFX
EQUIFAX INC
|
Industrials | 0.00% | 6.66% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-41,179 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-18 of 18 holdings