Rivermont Capital Management LP - Portfolio Stock Holdings

Rivermont Capital Management LP disclosed 29 stock positions in a recent SEC 13F filing. $704,772,690 of stock holdings were filed, with the largest holdings including STX, SXT, and TTMI. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 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.