Arkolith/Funds/Triveni Capital Investments LP

Triveni Capital Investments LP

CIK 2062730
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Triveni Capital Investments LP holds a focused book of 14 stocks worth $100.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Chase & Co and trimmed Visa Inc-Class A Shares. Their largest long position is Icici Bank Ltd-Spon ADR at 14% of the equity book.

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Use Arkolith to show Triveni Capital Investments LP's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
6
existing
Trimmed
4
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
49%
Top 10 holdings
84%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
98%
Industrials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Triveni Capital Investments LP

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC18 / 14$240.5B
BlackRock, Inc.18 / 14$170.0B
STATE STREET CORP18 / 14$97.8B
VANGUARD PORTFOLIO MANAGEMENT LLC18 / 14$53.9B
GEODE CAPITAL MANAGEMENT, LLC18 / 14$51.5B
MORGAN STANLEY18 / 14$51.0B
FMR LLC18 / 14$41.8B
BANK OF AMERICA CORP /DE/18 / 14$33.2B

Ranked by how many of Triveni Capital Investments LP's top 14 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

14 positions
#SecurityValueShares% PortLast moveHistory
1Icici Bank Limited
ADR
$13.9M537.1K
13.8%
+32%
Added · +132K sh
2Capital One Finl Corp
COM
$10.9M59.5K
10.7%
+21%
Added · +10K sh
3Reinsurance Group Amer Inc
COM NEW
$8.6M42.3K
8.6%
+0.6%
Added · +242 sh
4Visa Inc
COM CL A
$8.4M27.9K
8.3%
−26%
Reduced · −10K sh
5KKR & Co Inc
COM
$7.9M85.5K
7.8%
−5.5%
Reduced · −5K sh
6XP Inc
CL A
$7.8M412.0K
7.8%
+23%
Added · +78K sh
7JPMorgan Chase & Co
COM
$7.2M24.4K
7.1%
New
New position
8S&P Global Inc
COM
$6.7M15.7K
6.6%
−11%
Reduced · −2K sh
9First Horizon Corporation
COM
$6.5M284.8K
6.4%
Held
10Msci Inc
COM
$6.5M12.0K
6.4%
+26%
Added · +2K sh
11Huntington Bancshares Inc
COM
$6.4M409.0K
6.3%
+28%
Added · +90K sh
12Umb Finl Corp
COM
$5.7M50.9K
5.7%
Held
13Lennar Corp
CL A
$2.5M28.4K
2.4%
−47%
Reduced · −25K sh
14Rocket Cos Inc
COM CL A
$1.9M136.2K
1.9%
New
New position
Showing all 14 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202614$100.9M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202616$134.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.