§ 13F · FUND PROFILE
Rivermont Capital Management LP.
AUM · $705M (13F)Positions · 20Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$218M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 114K | $110M | 15.6% | −7% |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | 564K | $70M | 9.9% | +2% |
| 3 | TTMI | TTM TECHNOLOGIES INC | 289K | $54M | 7.7% | +29% |
| 4 | CHRW | C H ROBINSON WORLDWIDE IN | 230K | $43M | 6.2% | +111% |
| 5 | WWD | WOODWARD INC | 101K | $43M | 6.1% | +161% |
| 6 | FERG | FERGUSON ENTERPRISES INC | 167K | $40M | 5.6% | +62% |
| 7 | WDC | WESTERN DIGITAL CORP | 54K | $34M | 4.9% | −53% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 70K | $33M | 4.7% | NEW |
| 9 | CIFR | CIPHER DIGITAL INC | 1.24M | $30M | 4.3% | NEW |
| 10 | VSH | VISHAY INTERTECHNOLOGY INC | 558K | $30M | 4.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIVERMONT SIGNAL
AC read
Rivermont Capital Management LP is a Other fund managing $705 million in assets. The fund runs a focused portfolio of just 20 positions.
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