Holders — by stockHoldings — by fund
RIPOSTE CAPITAL LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001672355
$450.6M
disclosed book value
27
positions
12.9%
largest position share
Positions, as of 2026-06-30
top 27 of 27 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INCCALL | 100,000 | $58.1M | 12.9% |
| 2 | DANAHER CORP DELCALL | 200,000 | $38.1M | 8.5% |
| 3 | MUMICRON TECHNOLOGY INC | 25,000 | $28.9M | 6.4% |
| 4 | FERRARI N V | 60,000 | $22.3M | 5% |
| 5 | CIENCIENA CORP | 40,000 | $19.6M | 4.4% |
| 6 | ONTOONTO INNOVATION INC | 50,000 | $18.9M | 4.2% |
| 7 | STMSTMICROELECTRONICS NV | 250,000 | $18.7M | 4.2% |
| 8 | CITIZENS INCPUT | 3.3M | $18.7M | 4.2% |
| 9 | ENSENERSYS | 80,000 | $18.7M | 4.2% |
| 10 | CLOUDFLARE INCCALL | 75,000 | $18.4M | 4.1% |
| 11 | SPOTIFY TECHNOLOGY S A | 40,000 | $18.4M | 4.1% |
| 12 | INTEL CORPCALL | 125,000 | $17.5M | 3.9% |
| 13 | GLWCORNING INC | 65,000 | $16.6M | 3.7% |
| 14 | MTZMASTEC INC | 35,000 | $14.6M | 3.2% |
| 15 | NVDANVIDIA CORPORATION | 65,000 | $13.0M | 2.9% |
| 16 | TPBTURNING PT BRANDS INC | 150,000 | $12.7M | 2.8% |
| 17 | QQNITY ELECTRONICS INC | 75,000 | $12.2M | 2.7% |
| 18 | SNDKSANDISK CORP | 5,000 | $11.4M | 2.5% |
| 19 | PWRQUANTA SVCS INC | 15,000 | $10.8M | 2.4% |
| 20 | ENTGENTEGRIS INC | 60,000 | $10.8M | 2.4% |
| 21 | AMKRAMKOR TECHNOLOGY INC | 120,000 | $10.3M | 2.3% |
| 22 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 125,000 | $9.7M | 2.2% |
| 23 | CBRSCEREBRAS SYSTEMS INC | 40,000 | $8.8M | 2% |
| 24 | HUTHUT 8 CORP | 70,000 | $8.1M | 1.8% |
| 25 | AMZNAMAZON COM INC | 30,000 | $7.2M | 1.6% |
| 26 | HIGHPEAK ENERGY INCPUT | 750,000 | $5.2M | 1.2% |
| 27 | PWRLPOWERLAW CORP | 190,000 | $2.8M | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.