Holdings
Riposte Capital LLC
As of Jun 30, 2026, Riposte Capital LLC reported 18 positions worth US$251M. Largest: Micron Technology, Inc., Ciena Corporation and Onto Innovation Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 25,000 | US$28.9M | −15,000 | Jun 30, 2026 |
| Ciena Corporation | 40,000 | US$19.6M | new | Jun 30, 2026 |
| Onto Innovation Inc. | 50,000 | US$18.9M | new | Jun 30, 2026 |
| Stmicroelectronics Nv | 250K | US$18.7M | new | Jun 30, 2026 |
| Enersys | 80,000 | US$18.7M | new | Jun 30, 2026 |
| Corning Incorporated | 65,000 | US$16.6M | −15,000 | Jun 30, 2026 |
| Mastec, Inc. | 35,000 | US$14.6M | −35,000 | Jun 30, 2026 |
| Nvidia Corporation | 65,000 | US$13M | new | Jun 30, 2026 |
| Turning Point Brands, Inc. | 150K | US$12.7M | no change | Jun 30, 2026 |
| Qnity Electronics, Inc. | 75,000 | US$12.2M | new | Jun 30, 2026 |