Triavera Capital LLC — 13F Holdings & Portfolio

CIK 2011325 · latest 13F-HR filed 2026-08-13

Triavera Capital LLC manages $183.8M in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (15.07%), AMZN (14.27%), GOOGL (8.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 2, added to 10, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
60 E. SIR FRANCIS DRAKE BLVD
SUITE 302
LARKSPUR, CA 94939
Phone
(628) 345-4922
Filing Manager
Triavera Capital LLC
LARKSPUR, CA
Signatory
Michael Kahn
Managing Member
Loading holdings…
AUM

$183.8M

Long-equity book

Holdings

15

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+1 / −2 / ↑10 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TAIWAN SEMICONDUCTOR MANUFAC$9.8M +54.9%
  • AMAZON COM INC$5.3M +25.2%
  • ALPHABET INC CAP STK$3.6M +28.5%
  • BOOKING HOLDINGS INC$2.4M +62.2%
  • META PLATFORMS INC$2.2M +20.0%
Show all 10 →

Top Trims

  • S&P GLOBAL INC-$2.6M -28.0%
  • INTERCONTINENTAL EXCHANGE IN-$1.8M -19.7%
Show all 2 →

New Positions

  • TOAST INC$7.8M
Show all 1 →

Exited Positions

  • DISNEY WALT CO$7.9M
  • DANAHER CORP DEL$7.7M
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $27.7M 15.07% 57,996 SH
2 AMAZON COM INC AMZN 023135106 $26.2M 14.27% 110,076 SH
3 ALPHABET INC CAP STK GOOGL 02079K305 $16.1M 8.74% 44,974 SH
4 META PLATFORMS INC META 30303M102 $13.3M 7.23% 23,608 SH
5 TKO GROUP HOLDINGS INC TKO 87256C101 $12.3M 6.68% 60,991 SH
6 FERGUSON ENTERPRISES INC FERG 31488V107 $12.0M 6.50% 50,388 SH
7 CBRE GROUP INC CBRE 12504L109 $11.0M 5.96% 81,326 SH
8 ROCKET COS INC RKT 77311W101 $10.8M 5.85% 683,268 SH
9 KKR & CO INC KKR 48251W104 $9.2M 4.99% 99,956 SH
10 PHILIP MORRIS INTL INC PM 718172109 $9.0M 4.92% 49,986 SH
11 UBER TECHNOLOGIES INC UBER 90353T100 $8.1M 4.42% 112,630 SH
12 TOAST INC TOST 888787108 $7.8M 4.24% 280,000 SH
13 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $7.5M 4.09% 61,043 SH
14 S&P GLOBAL INC SPGI 78409V104 $6.8M 3.69% 16,656 SH
15 BOOKING HOLDINGS INC BKNG 09857L108 $6.2M 3.35% 34,553 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $183.8M 15 0002011325-26-000004
2026-03-31 2026-05-15 $167.3M 16 0002011325-26-000003
2025-12-31 2026-02-17 $209.2M 18 0002011325-26-000002
2025-09-30 2025-11-12 $205.5M 19 0002011325-25-000006