account_balance
Investment manager · 13F filer · SEC CIK 2011325
Triavera Capital LLC
Reported value$185Mas of Sep 30, 2026
Positions15 0 new, 0 sold out
Top 10 weight79.2%AMZN alone is 15%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
14.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
14.3%
METAMeta Platforms, Inc.
9.3%
GOOGLAlphabet Inc.
8.4%
FERGFerguson Enterprises Inc.
6.1%
TKOTKO Group Holdings, Inc.
5.9%
CBRECBRE Group, Inc.
5.6%
ICEIntercontinental Exchange, Inc.
5.0%
KKRKKR & Co. Inc.
4.9%
UBERUber Technologies, Inc
4.9%Added +17%
TOSTToast, Inc.
4.7%Added +6%
PMPhilip Morris International Inc.
4.6%Trimmed −11%
AMZNAmazon.com Inc
14.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
14.3%
METAMeta Platforms, Inc.
9.3%
GOOGLAlphabet Inc.
8.4%
FERGFerguson Enterprises Inc.
6.1%
TKOTKO Group Holdings, Inc.
5.9%
CBRECBRE Group, Inc.
5.6%
ICEIntercontinental Exchange, Inc.
5.0%
KKR4.9%UBER4.9%TOST4.7%PM4.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 14.8% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 14.3% HeldMETA Meta Platforms, Inc. 9.3% HeldGOOGL Alphabet Inc. 8.4% HeldFERG Ferguson Enterprises Inc. 6.1% HeldTKO TKO Group Holdings, Inc. 5.9% HeldCBRE CBRE Group, Inc. 5.6% HeldICE Intercontinental Exchange, Inc. 5.0% HeldKKR KKR & Co. Inc. 4.9% HeldUBER Uber Technologies, Inc 4.9% Added +17%TOST Toast, Inc. 4.7% Added +6%PM Philip Morris International Inc. 4.6% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
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