Rivermont Capital Management LP: TTM TECHNOLOGIES INC (TTMI): Quarterly 13F Position History
As of Q2 2026, Rivermont Capital Management LP reported 289,248 shares of TTM TECHNOLOGIES INC (TTMI), worth $54.1M and representing 7.7% of its 13F equity book. Quarter-over-quarter share count change: + 64,767 (+28.9%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 289,248Shares Held (Latest Filing)
- $54.1MReported Market Value (Latest Filing)
- 7.7%Portfolio Weight (% of 13F Equity Book)
- +64,767Quarter-over-Quarter Share Change
- +$32.2MQuarter-over-Quarter Value Change
- 377,894Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 289,248 | +64,767 | +28.9% | $54.1M | 7.7% | $187.0 |
| Q1 2026 | 224,481 | 153,413 | -40.6% | $21.9M | 4.6% | $97.4 |
| Q4 2025 | 377,894 | +297,894 | +372.4% | $26.1M | 6.2% | $69.0 |
| Q3 2025 | 80,000 | – | – | $4.6M | 1.2% | $57.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Rivermont Capital Management LP first disclose a TTMI position in 13F-HR filings?
Rivermont Capital Management LP first reported TTM TECHNOLOGIES INC (TTMI) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Rivermont Capital Management LP's most recent quarter-over-quarter share-count change in TTMI?
Between Q1 2026 and Q2 2026, Rivermont Capital Management LP added 64,767 shares of TTMI (+28.9%), bringing the total reported position to 289,248 shares at a market value of $54.1M.
Does the implied price-per-share represent Rivermont Capital Management LP's cost basis in TTMI?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.