Riposte Capital LLC
Riposte Capital LLC reported 28 holdings worth US$451M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Riposte Capital LLC reported 28 holdings worth US$451M as of Jun 30, 2026. Largest: Micron Technology, Inc., Ciena Corporation and Onto Innovation Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$451M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 25,000 | US$28.9M | 6.4% |
| Ciena Corporation | 40,000 | US$19.6M | 4.4% |
| Onto Innovation Inc. | 50,000 | US$18.9M | 4.2% |
| Stmicroelectronics Nv | 250K | US$18.7M | 4.2% |
| Enersys | 80,000 | US$18.7M | 4.2% |
| Corning Incorporated | 65,000 | US$16.6M | 3.7% |
| Mastec, Inc. | 35,000 | US$14.6M | 3.2% |
| Nvidia Corporation | 65,000 | US$13M | 2.9% |
| Turning Point Brands, Inc. | 150K | US$12.7M | 2.8% |
| Qnity Electronics, Inc. | 75,000 | US$12.2M | 2.7% |
| Sandisk Corporation | 5,000 | US$11.4M | 2.5% |
| Quanta Services, Inc. | 15,000 | US$10.8M | 2.4% |
| Entegris, Inc. | 60,000 | US$10.8M | 2.4% |
| Amkor Technology, Inc. | 120K | US$10.3M | 2.3% |
| Knight-swift Transportation Holdings Inc. | 125K | US$9.73M | 2.2% |
| Cerebras Systems Inc. | 40,000 | US$8.84M | 2.0% |
| Hut 8 Corp. | 70,000 | US$8.08M | 1.8% |
| Amazon.com, Inc. | 30,000 | US$7.15M | 1.6% |
| Carpenter Technology Corporation | 0 | US$0 | 0.00% |
| Freeport-mcmoran, Inc. | 0 | US$0 | 0.00% |
| Galaxy Digital Inc. | 0 | US$0 | 0.00% |
| Indivior Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Snap Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
| Valero Energy Corporation | 0 | US$0 | 0.00% |
| Astera Labs, Inc. | 0 | US$0 | 0.00% |
| Barrick Mining Corporation | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
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