Rivermont Capital Management LP
CIK 0001965613 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$704.8M
2026 Q2
Positions
20
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
STX
SEAGATE TECHNOLOGY HLDNGS PL
15.6%
SXT
SENSIENT TECHNOLOGIES CORP
9.9%
TTMI
TTM TECHNOLOGIES INC
7.7%
CHRW
C H ROBINSON WORLDWIDE IN
6.2%
WWD
WOODWARD INC
6.1%
FERG
FERGUSON ENTERPRISES INC
5.6%
WDC
WESTERN DIGITAL CORP
4.9%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.