Riposte Capital LLC
- SEC CIK
- 0001672355
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 21
- +2 vs. Q1 2026
- Portfolio value
- $294.6M
- +$75.9M (+34.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 25,000 | $28.9M | 9.8% | −15,000−37.5% | Reduced | History |
| RACEFerrari N.V. | COM | 60,000 | $22.3M | 7.6% | +60,000 | New | History |
| CIENCiena Corp | COM NEW | 40,000 | $19.6M | 6.7% | +40,000 | New | History |
| ONTOOnto Innovation Inc. | COM | 50,000 | $18.9M | 6.4% | +50,000 | New | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 250,000 | $18.7M | 6.4% | +250,000 | New | History |
| ENSEnerSys | COM | 80,000 | $18.7M | 6.4% | +80,000 | New | History |
| SPOTSpotify Technology S.A. | Stock | 40,000 | $18.4M | 6.2% | +40,000 | New | History |
| GLWCorning Inc | COM | 65,000 | $16.6M | 5.6% | −15,000−18.8% | Reduced | History |
| MTZMastec Inc | COM | 35,000 | $14.6M | 4.9% | −35,000−50.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 65,000 | $13.0M | 4.4% | +65,000 | New | History |
| TPBTurning Point Brands, Inc. | COM | 150,000 | $12.7M | 4.3% | 00.0% | Unchanged | History |
| QQnity Electronics, Inc. | COMMON STOCK | 75,000 | $12.2M | 4.2% | +75,000 | New | History |
| SNDKSandisk Corp | COM | 5,000 | $11.4M | 3.9% | +5,000 | New | History |
| PWRQuanta Services, Inc. | COM | 15,000 | $10.8M | 3.7% | +15,000 | New | History |
| ENTGEntegris Inc | COM | 60,000 | $10.8M | 3.7% | +60,000 | New | History |
| AMKRAmkor Technology, Inc. | COM | 120,000 | $10.3M | 3.5% | +120,000 | New | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 125,000 | $9.73M | 3.3% | +125,000 | New | History |
| CBRSCerebras Systems Inc. | COM CL A | 40,000 | $8.84M | 3.0% | +40,000 | New | History |
| HUTHut 8 Corp. | COM | 70,000 | $8.08M | 2.7% | +70,000 | New | History |
| AMZNAmazon Com Inc | Stock | 30,000 | $7.15M | 2.4% | +30,000 | New | History |
| PWRLPowerlaw Corp. | COM *A* | 190,000 | $2.79M | 0.9% | +190,000 | New | History |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Advanced Micro Devices Inc007903907 | CALL | – | $58.1M |
| Danaher Corporation235851902 | CALL | – | $38.1M |
| Citizens Inc174740950 | PUT | $18.7M | – |
| Cloudflare Inc18915M907 | CALL | – | $18.4M |
| Intel Corp458140900 | CALL | – | $17.5M |
| Highpeak Energy Inc43114Q955 | PUT | $5.24M | – |
Sold out since Q1 2026 (15)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| BIRKBirkenstock Holding plc | COM SHS | 600,000 | $21.5M | 9.8% | History |
| QXO, Inc.82846G405 | COM NEW | 900,000 | $17.5M | 8.0% | – |
| BBarrick Mining Corp | Stock | 350,000 | $14.3M | 6.5% | History |
| COHRCoherent Corp. | COM | 55,000 | $13.1M | 6.0% | History |
| LRCXLam Research Corp | Stock | 55,000 | $11.8M | 5.4% | History |
| ONONOn Holding AG | Stock | 325,000 | $11.1M | 5.1% | History |
| UBERUber Technologies, Inc | Stock | 150,000 | $10.8M | 4.9% | History |
| FCXFreeport-McMoran Inc | Stock | 175,000 | $10.3M | 4.7% | History |
| VLOValero Energy Corp | Stock | 40,000 | $9.88M | 4.5% | History |
| CRSCarpenter Technology Corp | COM | 25,000 | $9.85M | 4.5% | History |
| FLUTFlutter Entertainment plc | SHS | 75,000 | $7.65M | 3.5% | History |
| ALABAstera Labs, Inc. | Stock | 60,000 | $6.58M | 3.0% | History |
| INDVIndivior Pharmaceuticals, Inc. | COM | 200,000 | $6.10M | 2.8% | History |
| SNAPSnap Inc | Stock | 1,200,000 | $5.52M | 2.5% | History |
| GLXYGalaxy Digital Inc. | CL A | 160,000 | $2.95M | 1.3% | History |