Triveni Capital Investments LP

Q1 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$100,942
Net value change ($000)
-33,129 (-24.7%)
New positions
2
Sold out positions
4
Turnover %
41.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPM 7,167 NEW
XP 2,381 43.6%
RKT 1,941 NEW
IBN 1,831 15.2%
MSCI 1,003 18.3%
HBAN 874 15.8%
RGA 79 0.9%
Top Reduces (Value $000, Stocks/ETFs)
EFX -8,935 -100.0%
BAC -8,477 -100.0%
FICO -8,264 -100.0%
WEX -7,164 -100.0%
V -4,867 -36.6%
KKR -3,631 -31.5%
LEN -3,034 -55.2%
SPGI -2,573 -27.8%
COF -1,020 -8.6%
FHN -325 -4.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type