RIPOSTE CAPITAL LLC
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1672355.
- Reported value$450.6m
- Positions27
Holdings: 27 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 28 lines; lines for the same security and option type are added together here.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Advanced Micro Devices Inc | CALL | 007903907 | 58.1 | 12.9% | 100,000 | Call | New+100,000 |
| Danaher Corp Del | CALL | 235851902 | 38.1 | 8.5% | 200,000 | Call | New+200,000 |
| Micron Technology IncMU | COM | 595112103 | 28.9 | 6.4% | 25,000 | Reduced−15,000 | |
| Ferrari N V | COM | N3167Y103 | 22.3 | 5.0% | 60,000 | New+60,000 | |
| Ciena CorpCIEN | COM NEW | 171779309 | 19.6 | 4.4% | 40,000 | New+40,000 | |
| Onto Innovation IncONTO | COM | 683344105 | 18.9 | 4.2% | 50,000 | New+50,000 | |
| Stmicroelectronics NVSTM | NY REGISTRY | 861012102 | 18.7 | 4.2% | 250,000 | New+250,000 | |
| Citizens Inc | PUT | 174740950 | 18.7 | 4.2% | 3,260,000 | Put | Added+725,000 |
| EnersysENS | COM | 29275Y102 | 18.7 | 4.2% | 80,000 | New+80,000 | |
| Cloudflare Inc | CALL | 18915M907 | 18.4 | 4.1% | 75,000 | Call | New+75,000 |
| Spotify Technology S a | SHS | L8681T102 | 18.4 | 4.1% | 40,000 | New+40,000 | |
| Intel Corp | CALL | 458140900 | 17.5 | 3.9% | 125,000 | Call | New+125,000 |
| Corning IncGLW | COM | 219350105 | 16.6 | 3.7% | 65,000 | Reduced−15,000 | |
| Mastec IncMTZ | COM | 576323109 | 14.6 | 3.2% | 35,000 | Reduced−35,000 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 13.0 | 2.9% | 65,000 | New+65,000 | |
| Turning PT Brands IncTPB | COM | 90041L105 | 12.7 | 2.8% | 150,000 | Unchanged | |
| Qnity Electronics IncQ | COMMON STOCK | 74743L100 | 12.2 | 2.7% | 75,000 | New+75,000 | |
| Sandisk CorpSNDK | COM | 80004C200 | 11.4 | 2.5% | 5,000 | New+5,000 | |
| Quanta SVCS IncPWR | COM | 74762E102 | 10.8 | 2.4% | 15,000 | New+15,000 | |
| Entegris IncENTG | COM | 29362U104 | 10.8 | 2.4% | 60,000 | New+60,000 | |
| Amkor Technology IncAMKR | COM | 031652100 | 10.3 | 2.3% | 120,000 | New+120,000 | |
| Knight-Swift Transn Holdings inKNX | CL A | 499049104 | 9.7 | 2.2% | 125,000 | New+125,000 | |
| Cerebras Systems IncCBRS | COM CL A | 15675D103 | 8.8 | 2.0% | 40,000 | New+40,000 | |
| HUT 8 CorpHUT | COM | 44812J104 | 8.1 | 1.8% | 70,000 | New+70,000 | |
| Amazon Com IncAMZN | COM | 023135106 | 7.2 | 1.6% | 30,000 | New+30,000 | |
| Highpeak Energy Inc | PUT | 43114Q955 | 5.2 | 1.2% | 750,000 | Put | Reduced−800,000 |
| Powerlaw CorpPWRL | COM | 738922103 | 2.8 | 0.6% | 190,000 | New+190,000 |
Sold out: 17 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Astera Labs IncALAB | COM | 04626A103 | 0.0 | 0.0% | 0 | Sold out−60,000 | |
| Barrick MNG CorpB | COM SHS | 06849F108 | 0.0 | 0.0% | 0 | Sold out−350,000 | |
| Birkenstock Holding plc | COM SHS | M20295104 | 0.0 | 0.0% | 0 | Sold out−600,000 | |
| Carpenter Technology CorpCRS | COM | 144285103 | 0.0 | 0.0% | 0 | Sold out−25,000 | |
| Coherent CorpCOHR | COM | 19247G107 | 0.0 | 0.0% | 0 | Sold out−55,000 | |
| Flutter Entmt plc | SHS | G3643J108 | 0.0 | 0.0% | 0 | Sold out−75,000 | |
| Freeport McMoran IncFCX | CL B | 35671D857 | 0.0 | 0.0% | 0 | Sold out−175,000 | |
| Galaxy Digital Inc.GLXY | CL A | 36317J209 | 0.0 | 0.0% | 0 | Sold out−160,000 | |
| Indivior Pharmceuticals IncINDV | COM | 45579U109 | 0.0 | 0.0% | 0 | Sold out−200,000 | |
| Ishares TR | PUT | 464287955 | 0.0 | 0.0% | 0 | Put | Sold out−150,000 |
| LAM Research CorpLRCX | COM NEW | 512807306 | 0.0 | 0.0% | 0 | Sold out−55,000 | |
| On HLDG AG | NAMEN AKT A | H5919C104 | 0.0 | 0.0% | 0 | Sold out−325,000 | |
| QXO Inc | COM NEW | 82846G405 | 0.0 | 0.0% | 0 | Sold out−900,000 | |
| Snap IncSNAP | CL A | 83304A106 | 0.0 | 0.0% | 0 | Sold out−1,200,000 | |
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 0.0 | 0.0% | 0 | Put | Sold out−150,000 |
| Uber Technologies IncUBER | COM | 90353T100 | 0.0 | 0.0% | 0 | Sold out−150,000 | |
| Valero Energy CorpVLO | COM | 91913Y100 | 0.0 | 0.0% | 0 | Sold out−40,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001672355-26-000006 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.