Triavera Capital LLC reported 15 holdings worth US$184M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Triavera Capital LLC reported 15 holdings worth US$184M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$184M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 57,996 | US$27.7M | 15.1% |
| Amazon.com, Inc. | 110K | US$26.2M | 14.3% |
| Alphabet Inc (google) Class C | 44,974 | US$16.1M | 8.7% |
| Meta Platforms, Inc. | 23,608 | US$13.3M | 7.2% |
| Tko Group Holdings, Inc. | 60,991 | US$12.3M | 6.7% |
| Ferguson Enterprises Inc. | 50,388 | US$12M | 6.5% |
| Cbre Group Inc | 81,326 | US$11M | 6.0% |
| Rocket Companies, Inc. | 683K | US$10.8M | 5.9% |
| Kkr & Co. Inc. | 99,956 | US$9.17M | 5.0% |
| Philip Morris International Inc | 49,986 | US$9.04M | 4.9% |
| Uber Technologies, Inc. | 113K | US$8.13M | 4.4% |
| Toast, Inc. | 280K | US$7.79M | 4.2% |
| Intercontinental Exchange Inc. | 61,043 | US$7.52M | 4.1% |
| S&p Global Inc. | 16,656 | US$6.78M | 3.7% |
| Booking Holdings Inc. Common Stock | 34,553 | US$6.16M | 3.3% |
| Danaher Corporation | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |