Rivermont Capital Management LP - Portfolio Stock Holdings

Rivermont Capital Management LP disclosed 30 stock positions in a recent SEC 13F filing. $474,052,170 of stock holdings were filed, with the largest holdings including STX, SXT, and WDC. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $617,938,719 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.