Riposte Capital LLC Top Holdings and 13F Report (2026) About Riposte Capital LLCInvestment ActivityRiposte Capital LLC has $450.57 million in total holdings as of June 30, 2026.Riposte Capital LLC owns shares of 27 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 79.46% of the portfolio was purchased this quarter.About 77.58% of the portfolio was sold this quarter.This quarter, Riposte Capital LLC has purchased 23 new stocks and bought additional shares in 1 stock.Riposte Capital LLC sold shares of 4 stocks and completely divested from 17 stocks this quarter.Largest Holdings ADVANCED MICRO DEVICES INC $58,091,000DANAHER CORP DEL $38,096,000Micron Technology $28,857,250Ferrari $22,337,400Ciena $19,622,400 Largest New Holdings this Quarter 007903907 - ADVANCED MICRO DEVICES INC $58,091,000 Holding235851902 - DANAHER CORP DEL $38,096,000 HoldingN3167Y103 - Ferrari $22,337,400 Holding171779309 - Ciena $19,622,400 Holding683344105 - Onto Innovation $18,922,500 Holding Largest Purchases this Quarter ADVANCED MICRO DEVICES INC 100,000 shares (about $58.09M)DANAHER CORP DEL 200,000 shares (about $38.10M)Ferrari 60,000 shares (about $22.34M)Ciena 40,000 shares (about $19.62M)Onto Innovation 50,000 shares (about $18.92M) Largest Sales this Quarter Micron Technology 15,000 shares (about $17.31M)MasTec 35,000 shares (about $14.56M)HIGHPEAK ENERGY INC 800,000 shares (about $5.59M)Corning 15,000 shares (about $3.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiposte Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADVANCED MICRO DEVICES INC$58,091,000$58,091,000 â–²New Holding100,00012.9%CALLDANAHER CORP DEL$38,096,000$38,096,000 â–²New Holding200,0008.5%CALLMUMicron Technology$28,857,250$17,314,350 â–¼-37.5%25,0006.4%TechnologyRACEFerrari$22,337,400$22,337,400 â–²New Holding60,0005.0%Consumer DiscretionaryCIENCiena$19,622,400$19,622,400 â–²New Holding40,0004.4%TechnologyONTOOnto Innovation$18,922,500$18,922,500 â–²New Holding50,0004.2%TechnologySTMSTMicroelectronics$18,722,500$18,722,500 â–²New Holding250,0004.2%TechnologyCITIZENS INC$18,712,400$4,161,500 â–²28.6%3,260,0004.2%PUTENSEnersys$18,705,600$18,705,600 â–²New Holding80,0004.2%IndustrialsCLOUDFLARE INC$18,396,000$18,396,000 â–²New Holding75,0004.1%CALLSPOTSpotify Technology$18,365,200$18,365,200 â–²New Holding40,0004.1%Communication ServicesINTEL CORP$17,453,750$17,453,750 â–²New Holding125,0003.9%CALLGLWCorning$16,602,950$3,831,450 â–¼-18.8%65,0003.7%TechnologyMTZMasTec$14,562,100$14,562,100 â–¼-50.0%35,0003.2%IndustrialsNVDANVIDIA$13,005,850$13,005,850 â–²New Holding65,0002.9%TechnologyTPBTurning Point Brands$12,721,5000.0%150,0002.8%Consumer StaplesQNITY ELECTRONICS INC$12,248,250$12,248,250 â–²New Holding75,0002.7%COMMON STOCKSANDISK CORP$11,368,650$11,368,650 â–²New Holding5,0002.5%COMPWRQuanta Services$10,800,600$10,800,600 â–²New Holding15,0002.4%IndustrialsENTGEntegris$10,791,600$10,791,600 â–²New Holding60,0002.4%TechnologyAMKRAmkor Technology$10,347,600$10,347,600 â–²New Holding120,0002.3%TechnologyKNXKnight-Swift Transportation$9,733,750$9,733,750 â–²New Holding125,0002.2%IndustrialsCEREBRAS SYSTEMS INC$8,840,000$8,840,000 â–²New Holding40,0002.0%COM CL AHUT 8 CORP$8,081,150$8,081,150 â–²New Holding70,0001.8%COMAMZNAmazon.com$7,150,200$7,150,200 â–²New Holding30,0001.6%Consumer DiscretionaryHIGHPEAK ENERGY INC$5,242,500$5,592,000 â–¼-51.6%750,0001.2%PUTPOWERLAW CORP$2,789,200$2,789,200 â–²New Holding190,0000.6%COMSPDR S&P 500 ETF TR$0$107,799,000 â–¼-100.0%00.0%PUTISHARES TR$0$41,695,500 â–¼-100.0%00.0%PUTBIRKENSTOCK HOLDING PLC$0$21,498,000 â–¼-100.0%00.0%COM SHSQXO INC$0$17,478,000 â–¼-100.0%00.0%COM NEWBARRICK MNG CORP$0$14,276,500 â–¼-100.0%00.0%COM SHSCOHRCoherent$0$13,101,550 â–¼-100.0%00.0%TechnologyLAM RESEARCH CORP$0$11,751,300 â–¼-100.0%00.0%COM NEWONONON$0$11,056,500 â–¼-100.0%00.0%Consumer DiscretionaryUBERUber Technologies$0$10,789,500 â–¼-100.0%00.0%IndustrialsFCXFreeport-McMoRan$0$10,286,500 â–¼-100.0%00.0%MaterialsVLOValero Energy$0$9,883,200 â–¼-100.0%00.0%EnergyCRSCarpenter Technology$0$9,853,750 â–¼-100.0%00.0%IndustrialsFLUTTER ENTMT PLC$0$7,646,250 â–¼-100.0%00.0%SHSASTERA LABS INC$0$6,576,000 â–¼-100.0%00.0%COMINDIVIOR PHARMCEUTICALS INC$0$6,096,000 â–¼-100.0%00.0%COMSNAPSnap$0$5,520,000 â–¼-100.0%00.0%Communication ServicesGALAXY DIGITAL INC.$0$2,952,000 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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