RIPOSTE CAPITAL LLC
- SEC CIK
- 0001672355
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 21
- +2 vs. Q1 2026
- Total value
- $294.58M
- +$75.88M (+34.7%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| MUMICRON TECHNOLOGY INC COM | Stock | 25,000 | $28.86M | 9.80% | −15,000−37.5% | Reduced | View |
| RACEFERRARI N V | COM | 60,000 | $22.34M | 7.58% | +60,000 | New | View |
| CIENCIENA CORP | COM NEW | 40,000 | $19.62M | 6.66% | +40,000 | New | View |
| ONTOONTO INNOVATION INC | COM | 50,000 | $18.92M | 6.42% | +50,000 | New | View |
| STMSTMICROELECTRONICS N V | NY REGISTRY | 250,000 | $18.72M | 6.36% | +250,000 | New | View |
| ENSENERSYS | COM | 80,000 | $18.71M | 6.35% | +80,000 | New | View |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 40,000 | $18.37M | 6.23% | +40,000 | New | View |
| GLWCORNING INC | COM | 65,000 | $16.6M | 5.64% | −15,000−18.8% | Reduced | View |
| MTZMASTEC INC | COM | 35,000 | $14.56M | 4.94% | −35,000−50.0% | Reduced | View |
| NVDANVIDIA CORPORATION COM | Stock | 65,000 | $13.01M | 4.42% | +65,000 | New | View |
| TPBTURNING PT BRANDS INC | COM | 150,000 | $12.72M | 4.32% | 00.0% | Unchanged | View |
| QQNITY ELECTRONICS INC | COMMON STOCK | 75,000 | $12.25M | 4.16% | +75,000 | New | View |
| SNDKSANDISK CORP | COM | 5,000 | $11.37M | 3.86% | +5,000 | New | View |
| PWRQUANTA SVCS INC | COM | 15,000 | $10.8M | 3.67% | +15,000 | New | View |
| ENTGENTEGRIS INC | COM | 60,000 | $10.79M | 3.66% | +60,000 | New | View |
| AMKRAMKOR TECHNOLOGY INC | COM | 120,000 | $10.35M | 3.51% | +120,000 | New | View |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | CL A | 125,000 | $9.73M | 3.30% | +125,000 | New | View |
| CBRSCEREBRAS SYSTEMS INC | COM CL A | 40,000 | $8.84M | 3.00% | +40,000 | New | View |
| HUTHUT 8 CORP | COM | 70,000 | $8.08M | 2.74% | +70,000 | New | View |
| AMZNAMAZON COM INC COM | Stock | 30,000 | $7.15M | 2.43% | +30,000 | New | View |
| PWRLPOWERLAW CORP | COM *A* | 190,000 | $2.79M | 0.95% | +190,000 | New | View |
Options (6)
Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.
| Security | Class | Puts | Calls |
|---|---|---|---|
| ADVANCED MICRO DEVICES INC007903907 | CALL | – | $58.09M |
| DANAHER CORPORATION235851902 | CALL | – | $38.1M |
| CITIZENS INC174740950 | PUT | $18.71M | – |
| CLOUDFLARE INC18915M907 | CALL | – | $18.4M |
| INTEL CORP458140900 | CALL | – | $17.45M |
| HIGHPEAK ENERGY INC43114Q955 | PUT | $5.24M | – |
Sold out since Q1 2026 (15)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| BIRKBIRKENSTOCK HOLDING PLC | COM SHS | 600,000 | $21.5M | 9.83% |
| QXO INC82846G405 | COM NEW | 900,000 | $17.48M | 7.99% |
| BBARRICK MNG CORP COM SHS | Stock | 350,000 | $14.28M | 6.53% |
| COHRCOHERENT CORP | COM | 55,000 | $13.1M | 5.99% |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 55,000 | $11.75M | 5.37% |
| ONONON HLDG AG NAMEN AKT A | Stock | 325,000 | $11.06M | 5.06% |
| UBERUBER TECHNOLOGIES INC COM | Stock | 150,000 | $10.79M | 4.93% |
| FCXFREEPORT MCMORAN INC CL B | Stock | 175,000 | $10.29M | 4.70% |
| VLOVALERO ENERGY CORP COM | Stock | 40,000 | $9.88M | 4.52% |
| CRSCARPENTER TECHNOLOGY CORP | COM | 25,000 | $9.85M | 4.51% |
| FLUTFLUTTER ENTMT PLC | SHS | 75,000 | $7.65M | 3.50% |
| ALABASTERA LABS INC COM | Stock | 60,000 | $6.58M | 3.01% |
| INDVINDIVIOR PHARMACEUTICALS INC | COM | 200,000 | $6.1M | 2.79% |
| SNAPSNAP INC CL A | Stock | 1,200,000 | $5.52M | 2.52% |
| GLXYGALAXY DIGITAL INC. | CL A | 160,000 | $2.95M | 1.35% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 21 | $294.58M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 19 | $218.7M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 26 | $240.71M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 17 | $207.94M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 19 | $200.64M | vs. Q1 2025 | SEC |
| Q1 2025 | May 6, 2025 | 17 | $156.7M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 11, 2025 | 19 | $189.18M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 15 | $195.63M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 15, 2024Amended | 16 | $392.21M | vs. Q1 2024 | SECSEC |
| Q1 2024 | May 15, 2024 | 19 | $248.09M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 13 | $203.83M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 16 | $217.65M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 22 | $237.69M | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 23 | $219.73M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 20 | $170.47M | – | SEC |