Institutional Fund
Rivermont Capital Management LP
New York, NYCIK 19656136 filings on record
Portfolio Value
$474.68M
Q1 2026
Holdings
20
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+12.8%
from $420.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Seagate Technology Hldngs Pl10.1%
- Sensient Technologies Corp10.1%
- Western Digital Corp6.6%
- Spotify Technology S A6.5%
- Williams Cos Inc5.7%
- Ross Stores Inc5.6%
- Other55.4%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Seagate Technology Hldngs Pl | 122.1K | $47.84M | 10.1% | +5.6K | Added |
| 2 | Sensient Technologies Corp | 552.4K | $47.75M | 10.1% | +210.5K | Added |
| 3 | Western Digital Corp | 115.7K | $31.29M | 6.6% | −38.6K | Reduced |
| 4 | Spotify Technology S A | 63.9K | $30.97M | 6.5% | +13.1K | Added |
| 5 | Williams Cos Inc | 372.1K | $27.08M | 5.7% | +372.1K | New |
| 6 | Ross Stores Inc | 123.1K | $26.68M | 5.6% | +190 | Added |
| 7 | Lumentum Hldgs Inc | 35.6K | $25.00M | 5.3% | +35.6K | New |
| 8 | Rentokil Initial PLC | 793.5K | $24.98M | 5.3% | +793.5K | New |
| 9 | Ferguson Enterprises Inc | 103.1K | $24.04M | 5.1% | +20.0K | Added |
| 10 | Floor & Decor Hldgs Inc | 450.6K | $22.89M | 4.8% | +232.2K | Added |
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