Triveni Capital Investments LP

STAMFORD, CT · CIK 2062730 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2023 · limited partnership

Assets managed$300.9m
Staff6 · 6 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $100.0m gross assets
Form ADV · 2026-08-13SEC adviser record

Legal entityTriveni Capital Investments LP (US)

Kindhedge funds, futures
Others nearbyStamford, CT, Mumbai

As an employer

Offices in2 countries
Private fundshedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Stamford, CT (main office)United States	United States	about 4
MumbaiIndia	India	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$83.8m reported value -16.9% vs Q1 2026

15positions

78.8%in top 10

2 new 2 added 11 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VISA INC COM CL A V	V	33,381	$11.5m13.66%	13.66%	Added +5.5k	+5,495 19.7%
2	CAPITAL ONE FINL CORP COM COF	COF	47,321	$9.5m11.32%	11.32%	Reduced -12.2k	-12,159 -20.4%
3	ICICI BANK LIMITED ADR IBN	IBN	260,822	$7.6m9.03%	9.03%	Reduced -276.3k	-276,327 -51.4%
4	REINSURANCE GRP OF AMERICA I COM NEW RGA	RGA	34,049	$7.2m8.64%	8.64%	Reduced -8.2k	-8,226 -19.5%
5	KKR & CO INC COM KKR	KKR	61,554	$5.6m6.74%	6.74%	Reduced -23.9k	-23,937 -28.0%
6	JPMORGAN CHASE & CO COM JPM	JPM	16,981	$5.6m6.63%	6.63%	Reduced -7.4k	-7,384 -30.3%
7	S&P GLOBAL INC COM SPGI	SPGI	12,775	$5.2m6.21%	6.21%	Reduced -3.0k	-2,953 -18.8%
8	UNITED RENTALS INC COM URI	URI	4,215	$4.8m5.70%	5.70%	New
9	FIRST HORIZON CORPORATION COM FHN	FHN	185,844	$4.8m5.68%	5.68%	Reduced -99.0k	-98,969 -34.8%
10	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	245,537	$4.4m5.19%	5.19%	Reduced -163.5k	-163,511 -40.0%
11	ROCKET COS INC COM CL A RKT	RKT	264,921	$4.2m4.98%	4.98%	Added +128.7k	+128,713 94.5%
12	XP INC CL A XP	XP	241,362	$3.9m4.68%	4.68%	Reduced -170.6k	-170,602 -41.4%
13	UMB FINL CORP COM UMBF	UMBF	24,607	$3.5m4.19%	4.19%	Reduced -26.3k	-26,325 -51.7%
14	BANK HAWAII CORP COM BOH	BOH	38,176	$3.1m3.71%	3.71%	New
15	MSCI INC COM MSCI	MSCI	5,463	$3.1m3.65%	3.65%	Reduced -6.6k	-6,552 -54.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LENNAR CORP LEN	LEN	28,391	$2.5m28.4k shares