Triavera Capital LLC — 13F Holdings & Portfolio

CIK 2011325 · latest 13F-HR filed 2026-05-15

Triavera Capital LLC manages $167.3M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (12.52%), TSM (10.68%), GOOGL (7.47%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 2, added to 1, and trimmed 9.

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.

Loading holdings…
AUM

$167.3M

Long-equity book

Holdings

16

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −2 / ↑1 / ↓9

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DISNEY WALT CO$1.2M +18.6%
Show all 1

Top Trims

  • BOOKING HOLDINGS INC-$7.5M -66.3%
  • ROCKET COS INC-$5.0M -34.3%
  • S&P GLOBAL INC-$3.4M -26.6%
  • CBRE GROUP INC-$3.3M -24.4%
  • UBER TECHNOLOGIES INC-$3.0M -30.7%
Show all 9

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • SS&C TECHNOLOGIES HLDGS INC$12.5M
  • ROBLOX CORP$3.2M
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 AMAZON COM INC AMZN 023135106 $21.0M 12.52% 100,609 SH
2 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $17.9M 10.68% 52,896 SH
3 ALPHABET INC CAP STK GOOGL 02079K305 $12.5M 7.47% 43,496 SH
4 TKO GROUP HOLDINGS INC TKO 87256C101 $12.0M 7.19% 59,629 SH
5 META PLATFORMS INC META 30303M102 $11.1M 6.62% 19,367 SH
6 FERGUSON ENTERPRISES INC FERG 31488V107 $10.7M 6.41% 45,988 SH
7 CBRE GROUP INC CBRE 12504L109 $10.3M 6.14% 75,863 SH
8 ROCKET COS INC RKT 77311W101 $9.5M 5.68% 666,950 SH
9 S&P GLOBAL INC SPGI 78409V104 $9.4M 5.63% 22,156 SH
10 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $9.4M 5.59% 59,469 SH
11 KKR & CO INC KKR 48251W104 $9.2M 5.53% 99,956 SH
12 PHILIP MORRIS INTL INC PM 718172109 $8.3M 4.94% 49,986 SH
13 DISNEY WALT CO DIS 254687106 $7.9M 4.75% 82,410 SH
14 DANAHER CORP DEL DHR 235851102 $7.7M 4.59% 40,502 SH
15 UBER TECHNOLOGIES INC UBER 90353T100 $6.7M 3.99% 92,800 SH
16 BOOKING HOLDINGS INC BKNG 09857L108 $3.8M 2.27% 902 SH
Filing History
Period Filed AUM Holdings Accession
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