Filed: 8/14/2026ACC: 0001672355-26-000006
📋 What this filing means
RIPOSTE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $450.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$450.57M
Total AUM (reported)
6.10M
Total Shares
Allocation by class
COM$207.04M46.0%
CALL$132.04M29.3%
PUT$23.95M5.3%
COM NEW$19.62M4.4%
NY REGISTRY$18.72M4.2%
SHS$18.37M4.1%
COMMON STOCK$12.25M2.7%
Portfolio Concentration
Top 3$125.04M27.8%
4–10$135.42M30.1%
11–25$182.07M40.4%
Rest$8.03M1.8%
Top 3 weight
27.8%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 5.60M
Sole
Full voting authority
5.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
ADVANCED MICRO DEVICES INC
SOLEShares100K
TypeSH
Market value$58.09M
12.89%
Sole
0.00
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares200K
TypeSH
Market value$38.10M
8.46%
Sole
0.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares25K
TypeSH
Market value$28.86M
6.40%
Sole
25K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares60K
TypeSH
Market value$22.34M
4.96%
Sole
60K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares40K
TypeSH
Market value$19.62M
4.36%
Sole
40K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares50K
TypeSH
Market value$18.92M
4.20%
Sole
50K
Shared
0.00
None
0.00
STMICROELECTRONICS NV
SOLEShares250K
TypeSH
Market value$18.72M
4.16%
Sole
250K
Shared
0.00
None
0.00
CITIZENS INC
SOLEShares3.26M
TypeSH
Market value$18.71M
4.15%
Sole
3.26M
Shared
0.00
None
0.00
ENERSYS
SOLEShares80K
TypeSH
Market value$18.71M
4.15%
Sole
80K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares75K
TypeSH
Market value$18.40M
4.08%
Sole
0.00
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares40K
TypeSH
Market value$18.37M
4.08%
Sole
40K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares125K
TypeSH
Market value$17.45M
3.87%
Sole
0.00
Shared
0.00
None
0.00
CORNING INC
SOLEShares65K
TypeSH
Market value$16.60M
3.68%
Sole
65K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares35K
TypeSH
Market value$14.56M
3.23%
Sole
35K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares65K
TypeSH
Market value$13.01M
2.89%
Sole
65K
Shared
0.00
None
0.00
TURNING PT BRANDS INC
SOLEShares150K
TypeSH
Market value$12.72M
2.82%
Sole
150K
Shared
0.00
None
0.00
QNITY ELECTRONICS INC
SOLEShares75K
TypeSH
Market value$12.25M
2.72%
Sole
75K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares5K
TypeSH
Market value$11.37M
2.52%
Sole
5K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares15K
TypeSH
Market value$10.80M
2.40%
Sole
15K
Shared
0.00
None
0.00
ENTEGRIS INC
SOLEShares60K
TypeSH
Market value$10.79M
2.40%
Sole
60K
Shared
0.00
None
0.00
AMKOR TECHNOLOGY INC
SOLEShares120K
TypeSH
Market value$10.35M
2.30%
Sole
120K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares125K
TypeSH
Market value$9.73M
2.16%
Sole
125K
Shared
0.00
None
0.00
CEREBRAS SYSTEMS INC
SOLEShares40K
TypeSH
Market value$8.84M
1.96%
Sole
40K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares70K
TypeSH
Market value$8.08M
1.79%
Sole
70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares30K
TypeSH
Market value$7.15M
1.59%
Sole
30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | CALL | 100K | SH | $58.09M 12.89% | 0.00 | 0.00 | 0.00 |
DANAHER CORP DELSOLE | CALL | 200K | SH | $38.10M 8.46% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 25K | SH | $28.86M 6.40% | 25K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 60K | SH | $22.34M 4.96% | 60K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 40K | SH | $19.62M 4.36% | 40K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 50K | SH | $18.92M 4.20% | 50K | 0.00 | 0.00 |
STMICROELECTRONICS NVSOLE | NY REGISTRY | 250K | SH | $18.72M 4.16% | 250K | 0.00 | 0.00 |
CITIZENS INCSOLE | PUT | 3.26M | SH | $18.71M 4.15% | 3.26M | 0.00 | 0.00 |
ENERSYSSOLE | COM | 80K | SH | $18.71M 4.15% | 80K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CALL | 75K | SH | $18.40M 4.08% | 0.00 | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 40K | SH | $18.37M 4.08% | 40K | 0.00 | 0.00 |
INTEL CORPSOLE | CALL | 125K | SH | $17.45M 3.87% | 0.00 | 0.00 | 0.00 |
CORNING INCSOLE | COM | 65K | SH | $16.60M 3.68% | 65K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 35K | SH | $14.56M 3.23% | 35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 65K | SH | $13.01M 2.89% | 65K | 0.00 | 0.00 |
TURNING PT BRANDS INCSOLE | COM | 150K | SH | $12.72M 2.82% | 150K | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COMMON STOCK | 75K | SH | $12.25M 2.72% | 75K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 5K | SH | $11.37M 2.52% | 5K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 15K | SH | $10.80M 2.40% | 15K | 0.00 | 0.00 |
ENTEGRIS INCSOLE | COM | 60K | SH | $10.79M 2.40% | 60K | 0.00 | 0.00 |
AMKOR TECHNOLOGY INCSOLE | COM | 120K | SH | $10.35M 2.30% | 120K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 125K | SH | $9.73M 2.16% | 125K | 0.00 | 0.00 |
CEREBRAS SYSTEMS INCSOLE | COM CL A | 40K | SH | $8.84M 1.96% | 40K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 70K | SH | $8.08M 1.79% | 70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 30K | SH | $7.15M 1.59% | 30K | 0.00 | 0.00 |
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