Rivermont Capital Management LP
NEW YORK NY · SEC CIK 0001965613
$4.75亿2026Q1 申报市值
20持仓数
65.0%前十大占比 · 第一大 10.1%
7 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WMB 新建仓+$2,708.04万
LITE 新建仓+$2,500.21万
RTO 新建仓+$2,497.79万
LIN 新建仓+$2,130.23万
MKSI 新建仓+$2,011.69万
2026Q1 卖出最多 按季末市值估算
WTW 清仓-$2,179.28万
NWSA 清仓-$2,022.44万
CEG 清仓-$1,800.62万
JHX 清仓-$1,778.64万
CVNA 清仓-$1,615.91万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,784.37万 | 10.08% | 122,125 | 5,629 | 4.8% | $220.52万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $4,775.20万 | 10.06% | 552,429 | 210,461 | 61.5% | $1,819.22万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,128.62万 | 6.59% | 115,665 | -38,644 | -25.0% | -$1,045.28万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,097.02万 | 6.52% | 63,868 | 13,054 | 25.7% | $633.00万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,708.04万 | 5.71% | 372,086 | 372,086 | — | $2,708.04万 | 新建仓 |
| ROST | ROSS STORES INC | $2,667.54万 | 5.62% | 123,138 | 190 | 0.2% | $4.12万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $2,500.21万 | 5.27% | 35,577 | 35,577 | — | $2,500.21万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $2,497.79万 | 5.26% | 793,454 | 793,454 | — | $2,497.79万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $2,404.05万 | 5.06% | 103,063 | 20,031 | 24.1% | $467.24万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,289.30万 | 4.82% | 450,650 | 232,175 | 106.3% | $1,179.45万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $2,186.89万 | 4.61% | 224,481 | -153,413 | -40.6% | -$1,494.55万 | 减仓 |
| LIN | LINDE PLC | $2,130.23万 | 4.49% | 42,969 | 42,969 | — | $2,130.23万 | 新建仓 |
| CLS | CELESTICA INC | $2,092.09万 | 4.41% | 74,272 | -5,621 | -7.0% | -$158.33万 | 减仓 |
| MKSI | MKS INC. | $2,011.69万 | 4.24% | 87,537 | 87,537 | — | $2,011.69万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1,859.57万 | 3.92% | 139,702 | 139,702 | — | $1,859.57万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,815.03万 | 3.82% | 109,293 | 2,884 | 2.7% | $47.89万 | 加仓 |
| WWD | WOODWARD INC | $1,387.01万 | 2.92% | 38,752 | -38,122 | -49.6% | -$1,364.46万 | 减仓 |
| WING | WINGSTOP INC | $1,271.08万 | 2.68% | 82,021 | 20,021 | 32.3% | $310.27万 | 加仓 |
| JBS | JBS N.V. | $987.80万 | 2.08% | 550,000 | -130,978 | -19.2% | -$235.24万 | 重新持有 |
| ONON | ON HLDG AG | $874.14万 | 1.84% | 256,950 | 256,950 | — | $874.14万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -66,320 | -100.0% | -$2,179.28万 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -774,287 | -100.0% | -$2,022.44万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -50,970 | -100.0% | -$1,800.62万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -857,177 | -100.0% | -$1,778.64万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -38,290 | -100.0% | -$1,615.91万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -760,112 | -100.0% | -$1,374.28万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -91,677 | -100.0% | -$1,171.36万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -129,190 | -100.0% | -$1,129.38万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -44,262 | -100.0% | -$1,037.86万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$79.30万 | 清仓 |