Triavera Capital LLC — 13F holdings

Triavera Capital LLC reported 15 holdings worth $184M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $27.7M (15.1%)
2. AMZN AMAZON COM INC — $26.2M (14.3%)
3. GOOGL ALPHABET INC — $16.1M (8.7%)
4. META META PLATFORMS INC — $13.3M (7.2%)
5. TKO TKO GROUP HOLDINGS INC — $12.3M (6.7%)
6. FERG FERGUSON ENTERPRISES INC — $12.0M (6.5%)
7. CBRE CBRE GROUP INC — $11.0M (6.0%)
8. RKT ROCKET COS INC — $10.8M (5.9%)
9. KKR KKR & CO INC — $9.17M (5.0%)
10. PM PHILIP MORRIS INTL INC — $9.04M (4.9%)