Triveni Capital Investments LP

Q2 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$83,843
Net value change ($000)
-17,099 (-16.9%)
New positions
2
Sold out positions
1
Turnover %
12.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
URI 4,775 NEW
BOH 3,111 NEW
V 3,025 35.9%
RKT 2,232 115.0%
Top Reduces (Value $000, Stocks/ETFs)
IBN -6,340 -45.6%
XP -3,919 -50.0%
MSCI -3,417 -52.8%
LEN -2,465 -100.0%
KKR -2,259 -28.6%
UMBF -2,232 -38.9%
HBAN -2,049 -32.0%
FHN -1,717 -26.5%
JPM -1,609 -22.5%
SPGI -1,487 -22.2%
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