Rivermont Capital Management LP
NEW YORK NY · SEC CIK 0001965613
$7.05亿2026Q2 申报市值
20持仓数
69.2%前十大占比 · 第一大 15.6%
9 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TSM 新建仓+$3,329.86万
CIFR 新建仓+$3,043.57万
VSH 新建仓+$3,002.05万
WWD 加仓+$2,649.39万
ARW 新建仓+$2,456.26万
2026Q2 卖出最多 按季末市值估算
WDC 减仓-$3,938.67万
WMB 清仓-$2,708.04万
ROST 清仓-$2,667.54万
LITE 清仓-$2,500.21万
LIN 清仓-$2,130.23万
2026Q2 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 | $1.10亿 | 15.56% | 113,669 | -8,456 | -6.9% | -$816.00万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $6,956.13万 | 9.87% | 564,209 | 11,780 | 2.1% | $145.24万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $5,409.52万 | 7.68% | 289,248 | 64,767 | 28.9% | $1,211.27万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $4,340.09万 | 6.16% | 230,439 | 121,146 | 110.8% | $2,281.66万 | 加仓 |
| WWD | WOODWARD INC | $4,298.05万 | 6.10% | 101,026 | 62,274 | 160.7% | $2,649.39万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3,970.74万 | 5.63% | 167,309 | 64,246 | 62.3% | $1,524.75万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,449.09万 | 4.89% | 54,000 | -61,665 | -53.3% | -$3,938.67万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,329.86万 | 4.72% | 69,725 | 69,725 | — | $3,329.86万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $3,043.57万 | 4.32% | 1,242,274 | 1,242,274 | — | $3,043.57万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $3,002.05万 | 4.26% | 558,209 | 558,209 | — | $3,002.05万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,694.29万 | 3.82% | 453,890 | 3,240 | 0.7% | $19.23万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $2,631.91万 | 3.73% | 919,926 | 126,472 | 15.9% | $361.84万 | 加仓 |
| ARW | ARROW ELECTRS INC | $2,456.26万 | 3.49% | 115,096 | 115,096 | — | $2,456.26万 | 新建仓 |
| WAT | WATERS CORP | $2,455.27万 | 3.48% | 65,467 | 65,467 | — | $2,455.27万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC | $2,177.70万 | 3.09% | 350,000 | 350,000 | — | $2,177.70万 | 新建仓 |
| SITM | SITIME CORP | $2,101.81万 | 2.98% | 28,191 | 28,191 | — | $2,101.81万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,047.90万 | 2.91% | 44,604 | -19,264 | -30.2% | -$884.47万 | 减仓 |
| TREX | TREX INC | $2,017.98万 | 2.86% | 403,273 | 403,273 | — | $2,017.98万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1,958.60万 | 2.78% | 171,191 | 31,489 | 22.5% | $360.27万 | 加仓 |
| HUT | HUT 8 CORP | $1,167.39万 | 1.66% | 101,121 | 101,121 | — | $1,167.39万 | 新建仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -372,086 | -100.0% | -$2,708.04万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -123,138 | -100.0% | -$2,667.54万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -35,577 | -100.0% | -$2,500.21万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -42,969 | -100.0% | -$2,130.23万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -74,272 | -100.0% | -$2,092.09万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -87,537 | -100.0% | -$2,011.69万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -82,021 | -100.0% | -$1,271.08万 | 清仓 |
| JBS | JBS N.V. | $0 | 0.00% | 0 | -550,000 | -100.0% | -$987.80万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -256,950 | -100.0% | -$874.14万 | 清仓 |