Riverstone Advisors, LLC reported 63 positions worth $159.67M for the quarter ended Jun 30, 2026, up 18.5% on the prior quarter. It opened 11 new positions, added to 35, trimmed 14 and exited 1. Its largest holding is Alphabet Inc. at 17.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +3,830 | +15.0% | $766.34K | 3.68% |
| AMD Advanced Micro Devices Inc | +867 | – | $503.65K | 0.315% |
| AAPL Apple Inc. | +1,680 | +13.5% | $486.12K | 2.56% |
| MSFT Microsoft Corp | +906 | +16.4% | $337.95K | 1.5% |
| AMZN Amazon Com Inc | +1,267 | +1.6% | $301.97K | 12.05% |
| MRVL Marvell Technology, Inc. | +1,000 | – | $297.89K | 0.187% |
| GLW Corning Inc | +1,120 | – | $286.08K | 0.179% |
| ANET Arista Networks, Inc. | +1,562 | – | $265.35K | 0.166% |
| A Agilent Technologies, Inc. | +1,959 | – | $260.21K | 0.163% |
| LRCX Lam Research Corp | +596 | – | $258.27K | 0.162% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -3,624 | -21.3% | $495.47K | 1.15% |
| MU Micron Technology Inc | -420 | -15.2% | $484.80K | 1.7% |
| NOW ServiceNow, Inc. | -2,171 | -100.0% | $226.98K | Exited |
| SHOP Shopify Inc. | -1,500 | -39.5% | $171.27K | 0.164% |
| GEV GE Vernova Inc. | -125 | -26.2% | $146.87K | 0.26% |
| PH Parker-Hannifin Corp | -112 | -15.8% | $109.59K | 0.367% |
| META Meta Platforms, Inc. | -193 | -10.4% | $108.74K | 0.585% |
| TSCO Tractor Supply Co | -3,404 | -2.1% | $107.60K | 3.11% |
| TOL Toll Brothers, Inc. | -602 | -0.7% | $99.18K | 9.39% |
| IQV Iqvia Holdings Inc. | -265 | -19.3% | $51.20K | 0.134% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +867 | $503.65K | 0.315% |
| MRVL Marvell Technology, Inc. | +1,000 | $297.89K | 0.187% |
| GLW Corning Inc | +1,120 | $286.08K | 0.179% |
| ANET Arista Networks, Inc. | +1,562 | $265.35K | 0.166% |
| A Agilent Technologies, Inc. | +1,959 | $260.21K | 0.163% |
| LRCX Lam Research Corp | +596 | $258.27K | 0.162% |
| CIEN Ciena Corp | +496 | $243.32K | 0.152% |
| DIS Walt Disney Co | +2,356 | $226.75K | 0.142% |
| MA Mastercard Inc | +434 | $222.90K | 0.14% |
| IBM International Business Machines Corp | +755 | $212.31K | 0.133% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NOW ServiceNow, Inc. | -2,171 | $226.98K | 0.168% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 77.1K | $27.57M | 17.27% | +580 | +0.8% | Added | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 80.7K | $19.24M | 12.05% | +1,267 | +1.6% | Added | 0% |
| 3 | TOL Toll Brothers, Inc. | Consumer Discretionary | 91.0K | $14.99M | 9.39% | -602 | -0.7% | Reduced | 0.1% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 21.4K | $10.72M | 6.71% | +173 | +0.8% | Added | 0% |
| 5 | RTX RTX Corp | Industrials | 53.5K | $10.14M | 6.35% | +208 | +0.4% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 21.1K | $7.98M | 5% | +623 | +3.0% | Added | 0% |
| 7 | DHR Danaher Corp | Healthcare | 35.7K | $6.79M | 4.25% | -59 | -0.2% | Reduced | 0.01% |
| 8 | AMAT Applied Materials Inc | Technology | 8,753 | $6.33M | 3.96% | +177 | +2.1% | Added | 0% |
| 9 | NVDA Nvidia Corp | Technology | 29.4K | $5.88M | 3.68% | +3,830 | +15.0% | Added | 0% |
| 10 | TSCO Tractor Supply Co | Consumer Staples | 157.1K | $4.96M | 3.11% | -3,404 | -2.1% | Reduced | 0.03% |
| 11 | LNG Cheniere Energy, Inc. | Energy | 19.1K | $4.57M | 2.86% | -81 | -0.4% | Reduced | 0.01% |
| 12 | AAPL Apple Inc. | Technology | 14.1K | $4.08M | 2.56% | +1,680 | +13.5% | Added | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 8,720 | $3.08M | 1.93% | +288 | +3.4% | Added | 0% |
| 14 | CRWD CrowdStrike Holdings, Inc. | Technology | 15.1K | $2.87M | 1.8% | +244 | +1.6% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 2,350 | $2.71M | 1.7% | -420 | -15.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Riverstone Advisors.
As of its Q2 2026 13F filing, Riverstone Advisors, LLC’s five largest positions were Alphabet Inc. (GOOGL) at 17.3%, Amazon Com Inc (AMZN) at 12.1%, Toll Brothers, Inc. (TOL) at 9.4%, Berkshire Hathaway Inc (BRK-B) at 6.7%, RTX Corp (RTX) at 6.4% of the reported portfolio.
Riverstone Advisors, LLC reported a 13F portfolio worth $159.67M across 63 positions for Q2 2026. That is up 18.5% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($766.34K), Advanced Micro Devices Inc ($503.65K), Apple Inc. ($486.12K). It opened 11 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($495.47K), Micron Technology Inc ($484.80K), ServiceNow, Inc. ($226.98K). It exited 1 positions entirely.
From the Form 13F-HR reports Riverstone Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.