Holdings
Triavera Capital LLC
As of Jun 30, 2026, Triavera Capital LLC reported 15 positions worth US$184M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 57,996 | US$27.7M | +5,100 | Jun 30, 2026 |
| Amazon.com, Inc. | 110K | US$26.2M | +9,467 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 44,974 | US$16.1M | +1,478 | Jun 30, 2026 |
| Meta Platforms, Inc. | 23,608 | US$13.3M | +4,241 | Jun 30, 2026 |
| Tko Group Holdings, Inc. | 60,991 | US$12.3M | +1,362 | Jun 30, 2026 |
| Ferguson Enterprises Inc. | 50,388 | US$12M | +4,400 | Jun 30, 2026 |
| Cbre Group Inc | 81,326 | US$11M | +5,463 | Jun 30, 2026 |
| Rocket Companies, Inc. | 683K | US$10.8M | +16,318 | Jun 30, 2026 |
| Kkr & Co. Inc. | 99,956 | US$9.17M | no change | Jun 30, 2026 |
| Philip Morris International Inc | 49,986 | US$9.04M | no change | Jun 30, 2026 |