Triveni Capital Investments LP — 13F Holdings & Portfolio
CIK 2062730 · latest 13F-HR filed 2026-08-14
Triveni Capital Investments LP manages $83.8M 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 V (13.66%), COF (11.32%), IBN (9.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 1; 2 existing positions rose in reported value and 11 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 78.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Aug 13, 2026.
10TH FLOOR
STAMFORD, CT 06902
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| SHARMA, SAHUL, NATH Control | FOUNDER, CHIEF COMPLIANCE OFFICER, AND LIMITED PARTNER since May 2022 | 75% or more | Individual |
| TRIVENI CAPITAL INVESTMENTS GP LLC Control | GENERAL PARTNER since May 2022 | Less than 5% | Domestic Entity |
| SHARMA, SAHUL, NATH Control Indirect owner via TRIVENI CAPITAL INVESTMENTS GP LLC | MANAGING MEMBER since May 2022 | 75% or more | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Trims
- ICICI BANK LIMITED-$6.3M -45.6%
- XP INC-$3.9M -50.0%
- MSCI INC-$3.4M -52.8%
- KKR & CO INC-$2.3M -28.6%
- UMB FINL CORP-$2.2M -38.8%
Triveni Capital Investments LP Holdings (2026-06-30)
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 | VISA INC | V | 92826C839 | $11.5M | 13.66% | 33,381 | SH |
| 2 | CAPITAL ONE FINL CORP | COF | 14040H105 | $9.5M | 11.32% | 47,321 | SH |
| 3 | ICICI BANK LIMITED | IBN | 45104G104 | $7.6M | 9.03% | 260,822 | SH |
| 4 | REINSURANCE GROUP AMER INC | RGA | 759351604 | $7.2M | 8.64% | 34,049 | SH |
| 5 | KKR & CO INC | KKR | 48251W104 | $5.6M | 6.74% | 61,554 | SH |
| 6 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.6M | 6.63% | 16,981 | SH |
| 7 | S&P GLOBAL INC | SPGI | 78409V104 | $5.2M | 6.21% | 12,775 | SH |
| 8 | UNITED RENTALS INC | URI | 911363109 | $4.8M | 5.70% | 4,215 | SH |
| 9 | FIRST HORIZON CORPORATION | FHN | 320517105 | $4.8M | 5.68% | 185,844 | SH |
| 10 | HUNTINGTON BANCSHARES INC | HBAN | 446150104 | $4.4M | 5.19% | 245,537 | SH |
| 11 | ROCKET COS INC | RKT | 77311W101 | $4.2M | 4.98% | 264,921 | SH |
| 12 | XP INC | XP | G98239109 | $3.9M | 4.68% | 241,362 | SH |
| 13 | UMB FINL CORP | UMBF | 902788108 | $3.5M | 4.19% | 24,607 | SH |
| 14 | BANK HAWAII CORP | BOH | 062540109 | $3.1M | 3.71% | 38,176 | SH |
| 15 | MSCI INC | MSCI | 55354G100 | $3.1M | 3.65% | 5,463 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $83.8M | 15 | 0001214659-26-010399 |
| 2026-03-31 | 2026-05-15 | $100.9M | 14 | 0001214659-26-006430 |
| 2025-12-31 | 2026-02-17 | $134.1M | 16 | 0001214659-26-001873 |
10TH FLOOR
STAMFORD, CT 06902