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Triveni Capital Investments Portfolio holdings

AUM $83.8M
This Fund
S&P 500
This Quarter Est. Return
+0.96%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow %
98.66%
Top 10 Hldgs %
74.17%
Holding
16
New
16
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$12.9M
2
IBN icon
ICICI Bank
IBN
+$12.4M
3
KKR icon
KKR & Co
KKR
+$11.3M
4
COF icon
Capital One
COF
+$10.9M
5
EFX icon
Equifax
EFX
+$9.02M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 77.73%
2 Technology 11.51%
3 Industrials 6.66%
4 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
1
Visa
V
$717B
$13.3M 9.92%
+37,910
New +$12.9M
IBN icon
2
ICICI Bank
IBN
$109B
$12.1M 9.01%
+405,413
New +$12.4M
COF icon
3
Capital One
COF
$133B
$11.9M 8.85%
+48,982
New +$10.9M
KKR icon
4
KKR & Co
KKR
$96.6B
$11.5M 8.61%
+90,514
New +$11.3M
SPGI icon
5
S&P Global
SPGI
$128B
$9.26M 6.91%
+17,725
New +$8.77M
EFX icon
6
Equifax
EFX
$22.5B
$8.94M 6.66%
+41,179
New +$9.02M
RGA icon
7
Reinsurance Group of America
RGA
$16B
$8.55M 6.38%
+42,033
New +$8.13M
BAC icon
8
Bank of America
BAC
$437B
$8.48M 6.32%
+154,120
New +$8.15M
FICO icon
9
Fair Isaac
FICO
$24.6B
$8.26M 6.16%
+4,888
New +$8.41M
WEX icon
10
WEX
WEX
$6.81B
$7.16M 5.34%
+48,087
New +$7.25M
FHN icon
11
First Horizon
FHN
$11.6B
$6.81M 5.08%
+284,813
New +$6.35M
UMBF icon
12
UMB Financial
UMBF
$10.9B
$5.86M 4.37%
+50,932
New +$5.77M
HBAN icon
13
Huntington Bancshares
HBAN
$34.2B
$5.53M 4.12%
+318,598
New +$5.23M
LEN icon
14
Lennar Class A
LEN
$21.1B
$5.5M 4.1%
+53,492
New +$6.46M
MSCI icon
15
MSCI
MSCI
$41B
$5.47M 4.08%
+9,540
New +$5.35M
XP icon
16
XP
XP
$9.03B
$5.46M 4.07%
+333,734
New +$5.88M

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N
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VERPA
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Triveni Capital Investments's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Triveni Capital Investments, which disclosed 16 positions worth $134M. Its ten largest holdings account for 74% of the portfolio.

Its largest position is Visa: 37,910 shares worth $13.3M.

By sector, the portfolio is most concentrated in Financials at 78% of assets, followed by Technology and Industrials.

  • Triveni Capital Investments's largest Q4 2025 buy was Visa: 37,910 shares worth $13.3M.
  • Triveni Capital Investments's ten largest holdings make up 74% of its $134M portfolio in Q4 2025.
  • Triveni Capital Investments disclosed 16 positions in Q4 2025, its first 13F filing on record.

Based on Triveni Capital Investments's 13F filing for Q4 2025, filed 17 Feb 2026.