Rivermont Capital Management LP holds a focused book of 20 stocks worth $704.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed Seagate Technology Holdings. Their largest long position is Seagate Technology Holdings at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Rivermont Capital Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 29 / 20 | $83.2B |
| FMR LLC | 29 / 20 | $54.2B |
| JPMORGAN CHASE & CO | 29 / 20 | $27.3B |
| MORGAN STANLEY | 29 / 20 | $24.2B |
| BANK OF AMERICA CORP /DE/ | 29 / 20 | $18.9B |
| GOLDMAN SACHS GROUP INC | 29 / 20 | $13.1B |
| Bank of New York Mellon Corp | 29 / 20 | $10.9B |
| NORTHERN TRUST CORP | 29 / 20 | $10.9B |
Ranked by how many of Rivermont Capital Management LP's top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Seagate Technology HLDNGS PL ORD SHS | $109.7M | 113.7K | 15.6% | ▼−6.9% Reduced · −8K sh | |
| 2 | Sensient Technologies Corp COM | $69.6M | 564.2K | 9.9% | ▲+2.1% Added · +12K sh | |
| 3 | TTM Technologies Inc COM | $54.1M | 289.2K | 7.7% | ▲+29% Added · +65K sh | |
| 4 | C H Robinson Worldwide In COM NEW | $43.4M | 230.4K | 6.2% | ▲+111% Added · +121K sh | |
| 5 | Woodward Inc COM | $43.0M | 101.0K | 6.1% | ▲+161% Added · +62K sh | |
| 6 | Ferguson Enterprises Inc COMMON STOCK NEW | $39.7M | 167.3K | 5.6% | ▲+62% Added · +64K sh | |
| 7 | Western Digital Corp COM | $34.5M | 54.0K | 4.9% | ▼−53% Reduced · −62K sh | |
| 8 | Taiwan Semiconductor Manufac SPONSORED ADS | $33.3M | 69.7K | 4.7% | ▲New New position | |
| 9 | Cipher Digital Inc COM | $30.4M | 1.24M | 4.3% | ▲New New position | |
| 10 | Vishay Intertechnology Inc COM | $30.0M | 558.2K | 4.3% | ▲New New position | |
| 11 | Floor & Decor Hldgs Inc CL A | $26.9M | 453.9K | 3.8% | ▲+0.7% Added · +3K sh | |
| 12 | Rentokil Initial PLC SPONSORED ADR | $26.3M | 919.9K | 3.7% | ▲+16% Added · +126K sh | |
| 13 | Arrow Electrs Inc COM | $24.6M | 115.1K | 3.5% | ▲New New position | |
| 14 | Waters Corp COM | $24.6M | 65.5K | 3.5% | ▲New New position | |
| 15 | Advance Auto Parts Inc COM | $21.8M | 350.0K | 3.1% | ▲New New position | |
| 16 | Sitime Corp COM | $21.0M | 28.2K | 3.0% | ▲New New position | |
| 17 | Spotify Technology S A SHS | $20.5M | 44.6K | 2.9% | ▼−30% Reduced · −19K sh | |
| 18 | Trex Inc COM | $20.2M | 403.3K | 2.9% | ▲New New position | |
| 19 | Siteone Landscape Supply Inc COM | $19.6M | 171.2K | 2.8% | ▲+23% Added · +31K sh | |
| 20 | Hut 8 Corp COM | $11.7M | 101.1K | 1.7% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965613/holdings"
Use Arkolith to show Rivermont Capital Management LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.