The Analysis of Triveni Capital Investments LP's Holdings & P&L

Currently, Triveni Capital Investments LP holds 14 types of securities in its portfolio with a total value $100.9M. In the most recent quarter, they have increased their positions in JPM (+24.4K shares, valued at $7.2M), IBN (+131.7K shares, valued at $3.4M), RKT (+136.2K shares, valued at $1.9M); decreased their positions in V (-10.0K shares, valued at $3.0M), LEN (-25.1K shares, valued at $2.2M), SPGI (-2.0K shares, valued at $849.4K); initiated new positions in JPM (+24.4K shares, valued at $7.2M), RKT (+136.2K shares, valued at $1.9M).

1M P&L

+2.1M+2.09%

3M P&L

+3.7M+3.81%

HY P&L

-1.5M-1.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional32.5M

35.0%

2Credit Services19.3M

20.7%

3Financial Data & Stock Exchanges13.2M

14.2%

Top Industries by Stock Count

1Banks - Regional4 stocks

30.8%

2Credit Services2 stocks

15.4%

3Financial Data & Stock Exchanges2 stocks

15.4%

Sponsored

FHN FIRST HORIZON CORPORATION284.8K shares0.00%2026-03-312026-05-15

MSCI MSCI INC12.0K shares25.94%2026-03-312026-05-15

HBAN HUNTINGTON BANCSHARES INC409.0K shares28.39%2026-03-312026-05-15

UMBF UMB FINL CORP50.9K shares0.00%2026-03-312026-05-15

LEN LENNAR CORP28.4K shares-46.92%2026-03-312026-05-15

RKT ROCKET COS INC136.2K sharesnew addition2026-03-312026-05-15

IBN

ICICI BANK LIMITED

32.49%

Shares537.1K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

21.43%

Shares59.5K

Event2026-03-31

Filed2026-05-15

RGA

REINSURANCE GROUP AMER INC

0.58%

Shares42.3K

Event2026-03-31

Filed2026-05-15

VISA INC

-26.44%

Shares27.9K

Event2026-03-31

Filed2026-05-15

KKR & CO INC

-5.55%

Shares85.5K

Event2026-03-31

Filed2026-05-15

XP INC

23.44%

Shares412.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

New

Shares24.4K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-11.27%

Shares15.7K

Event2026-03-31

Filed2026-05-15

FHN

FIRST HORIZON CORPORATION

0.00%

Shares284.8K

Event2026-03-31

Filed2026-05-15

MSCI

MSCI INC

25.94%

Shares12.0K

Event2026-03-31

Filed2026-05-15

HBAN

HUNTINGTON BANCSHARES INC

28.39%

Shares409.0K

Event2026-03-31

Filed2026-05-15

UMBF

UMB FINL CORP

0.00%

Shares50.9K

Event2026-03-31

Filed2026-05-15

LEN

LENNAR CORP

-46.92%

Shares28.4K

Event2026-03-31

Filed2026-05-15

RKT

ROCKET COS INC

New

Shares136.2K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Triveni Capital Investments LP Institutional Holdings, Portfolio & P&L — TradeFomo