Riposte Capital LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Riposte Capital LLC disclosed 21 US equity positions worth $294.6m in its Q2 2026 13F filing. The largest position was MU at 9.8% of the reported book, followed by RACE and CIEN. Against the Q1 2026 filing, it opened 17 new positions, added to 0 and reduced 3 among the top 21 holdings.
What did Riposte Capital LLC own in Q2 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MU MICRON TECHNOLOGY INC | Technology | 9.8% | $28.9m | 25,000 | -38% | reduced |
| 2 | RACE FERRARI N V | Consumer Cyclical | 7.6% | $22.3m | 60,000 | – | new |
| 3 | CIEN CIENA CORP | Technology | 6.7% | $19.6m | 40,000 | – | new |
| 4 | ONTO ONTO INNOVATION INC | Technology | 6.4% | $18.9m | 50,000 | – | new |
| 5 | STM STMICROELECTRONICS NV | Technology | 6.4% | $18.7m | 250,000 | – | new |
| 6 | ENS ENERSYS | Industrials | 6.4% | $18.7m | 80,000 | – | new |
| 7 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 6.2% | $18.4m | 40,000 | – | new |
| 8 | GLW CORNING INC | Technology | 5.6% | $16.6m | 65,000 | -19% | reduced |
| 9 | MTZ MASTEC INC | Industrials | 4.9% | $14.6m | 35,000 | -50% | reduced |
| 10 | NVDA NVIDIA CORPORATION | Technology | 4.4% | $13.0m | 65,000 | – | new |
| 11 | TPB TURNING PT BRANDS INC | Consumer Defensive | 4.3% | $12.7m | 150,000 | 0% | held |
| 12 | Q QNITY ELECTRONICS INC | Technology | 4.2% | $12.2m | 75,000 | – | new |
| 13 | SNDK SANDISK CORP | Technology | 3.9% | $11.4m | 5,000 | – | new |
| 14 | PWR QUANTA SVCS INC | Industrials | 3.7% | $10.8m | 15,000 | – | new |
| 15 | ENTG ENTEGRIS INC | Technology | 3.7% | $10.8m | 60,000 | – | new |
| 16 | AMKR AMKOR TECHNOLOGY INC | Technology | 3.5% | $10.3m | 120,000 | – | new |
| 17 | KNX KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 3.3% | $9.7m | 125,000 | – | new |
| 18 | CBRS CEREBRAS SYSTEMS INC | Technology | 3.0% | $8.8m | 40,000 | – | new |
| 19 | HUT HUT 8 CORP | Financial Services | 2.7% | $8.1m | 70,000 | – | new |
| 20 | AMZN AMAZON COM INC | Consumer Cyclical | 2.4% | $7.2m | 30,000 | – | new |
| 21 | POWERLAW CORP | 0.9% | $2.8m | 190,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.