Back to RIPOSTE CAPITAL LLC
Q2 2026 13F filing
Updated 27 days ago28 disclosed positions worth $450.6M
Portfolio value
$450.6M
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMD ADVANCED MICRO DEVICES INC | $58.1M | 100.0K | 12.89% | — |
| 2 | ? N/A DANAHER CORP DEL | $38.1M | 200.0K | 8.46% | — |
| 3 | M MU MICRON TECHNOLOGY INC | $28.9M | 25.0K | 6.40% | — |
| 4 | R RACE FERRARI N V | $22.3M | 60.0K | 4.96% | — |
| 5 | C CIEN CIENA CORP | $19.6M | 40.0K | 4.36% | — |
| 6 | O ONTO ONTO INNOVATION INC | $18.9M | 50.0K | 4.20% | — |
| 7 | S STMEF STMICROELECTRONICS NV | $18.7M | 250.0K | 4.16% | — |
| 8 | E ENS ENERSYS | $18.7M | 80.0K | 4.15% | — |
| 9 | ? N/A CLOUDFLARE INC | $18.4M | 75.0K | 4.08% | — |
| 10 | S SPOT SPOTIFY TECHNOLOGY S A | $18.4M | 40.0K | 4.08% | — |
| 11 | I INTC INTEL CORP | $17.5M | 125.0K | 3.87% | — |
| 12 | G GLW CORNING INC | $16.6M | 65.0K | 3.68% | — |
| 13 | ? N/A CITIZENS INC | $14.7M | 2.56M | 3.26% | — |
| 14 | M MTZ MASTEC INC | $14.6M | 35.0K | 3.23% | — |
| 15 | N NVDA NVIDIA CORPORATION | $13M | 65.0K | 2.89% | — |
| 16 | T TPB TURNING PT BRANDS INC | $12.7M | 150.0K | 2.82% | — |
| 17 | Q Q QNITY ELECTRONICS INC | $12.2M | 75.0K | 2.72% | — |
| 18 | S SNDK SANDISK CORP | $11.4M | 5.0K | 2.52% | — |
| 19 | P PWR QUANTA SVCS INC | $10.8M | 15.0K | 2.40% | — |
| 20 | E ENTG ENTEGRIS INC | $10.8M | 60.0K | 2.40% | — |
| 21 | A AMKR AMKOR TECHNOLOGY INC | $10.3M | 120.0K | 2.30% | — |
| 22 | K KNX KNIGHT-SWIFT TRANSN HLDGS IN | $9.7M | 125.0K | 2.16% | — |
| 23 | C CBRS CEREBRAS SYSTEMS INC | $8.8M | 40.0K | 1.96% | — |
| 24 | H HUT HUT 8 CORP | $8.1M | 70.0K | 1.79% | — |
| 25 | A AMZN AMAZON COM INC | $7.2M | 30.0K | 1.59% | — |
| 26 | ? N/A HIGHPEAK ENERGY INC | $5.2M | 750.0K | 1.16% | — |
| 27 | ? N/A CITIZENS INC | $4M | 700.0K | 0.89% | — |
| 28 | P PWRL POWERLAW CORP | $2.8M | 190.0K | 0.62% | — |