# RIPOSTE CAPITAL LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1672355.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $450.6m
- Positions: 27 (28 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1672355/000167235526000006/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ADVANCED MICRO DEVICES INC | CALL | $58.1m | 12.9% | 100,000 | Call | New +100,000 |
| DANAHER CORP DEL | CALL | $38.1m | 8.5% | 200,000 | Call | New +200,000 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $28.9m | 6.4% | 25,000 |  | Reduced −15,000 |
| FERRARI N V | COM | $22.3m | 5.0% | 60,000 |  | New +60,000 |
| [CIENA CORP (CIEN)](/companies/cien.md) | COM NEW | $19.6m | 4.4% | 40,000 |  | New +40,000 |
| [ONTO INNOVATION INC (ONTO)](/companies/onto.md) | COM | $18.9m | 4.2% | 50,000 |  | New +50,000 |
| [STMICROELECTRONICS NV (STM)](/companies/stm.md) | NY REGISTRY | $18.7m | 4.2% | 250,000 |  | New +250,000 |
| CITIZENS INC | PUT | $18.7m | 4.2% | 3,260,000 | Put | Added +725,000 |
| [ENERSYS (ENS)](/companies/ens.md) | COM | $18.7m | 4.2% | 80,000 |  | New +80,000 |
| CLOUDFLARE INC | CALL | $18.4m | 4.1% | 75,000 | Call | New +75,000 |
| SPOTIFY TECHNOLOGY S A | SHS | $18.4m | 4.1% | 40,000 |  | New +40,000 |
| INTEL CORP | CALL | $17.5m | 3.9% | 125,000 | Call | New +125,000 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $16.6m | 3.7% | 65,000 |  | Reduced −15,000 |
| [MASTEC INC (MTZ)](/companies/mtz.md) | COM | $14.6m | 3.2% | 35,000 |  | Reduced −35,000 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $13.0m | 2.9% | 65,000 |  | New +65,000 |
| [TURNING PT BRANDS INC (TPB)](/companies/tpb.md) | COM | $12.7m | 2.8% | 150,000 |  | Unchanged |
| [QNITY ELECTRONICS INC (Q)](/companies/q.md) | COMMON STOCK | $12.2m | 2.7% | 75,000 |  | New +75,000 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $11.4m | 2.5% | 5,000 |  | New +5,000 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $10.8m | 2.4% | 15,000 |  | New +15,000 |
| [ENTEGRIS INC (ENTG)](/companies/entg.md) | COM | $10.8m | 2.4% | 60,000 |  | New +60,000 |
| [AMKOR TECHNOLOGY INC (AMKR)](/companies/amkr.md) | COM | $10.3m | 2.3% | 120,000 |  | New +120,000 |
| [KNIGHT-SWIFT TRANSN HLDGS IN (KNX)](/companies/knx.md) | CL A | $9.7m | 2.2% | 125,000 |  | New +125,000 |
| [CEREBRAS SYSTEMS INC (CBRS)](/companies/cbrs.md) | COM CL A | $8.8m | 2.0% | 40,000 |  | New +40,000 |
| [HUT 8 CORP (HUT)](/companies/hut.md) | COM | $8.1m | 1.8% | 70,000 |  | New +70,000 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $7.2m | 1.6% | 30,000 |  | New +30,000 |
| HIGHPEAK ENERGY INC | PUT | $5.2m | 1.2% | 750,000 | Put | Reduced −800,000 |
| [POWERLAW CORP (PWRL)](/companies/pwrl.md) | COM | $2.8m | 0.6% | 190,000 |  | New +190,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ASTERA LABS INC (ALAB)](/companies/alab.md) | COM | $0 | 0.0% | 0 |  | Sold out −60,000 |
| [BARRICK MNG CORP (B)](/companies/b.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −350,000 |
| BIRKENSTOCK HOLDING PLC | COM SHS | $0 | 0.0% | 0 |  | Sold out −600,000 |
| [CARPENTER TECHNOLOGY CORP (CRS)](/companies/crs.md) | COM | $0 | 0.0% | 0 |  | Sold out −25,000 |
| [COHERENT CORP (COHR)](/companies/cohr.md) | COM | $0 | 0.0% | 0 |  | Sold out −55,000 |
| FLUTTER ENTMT PLC | SHS | $0 | 0.0% | 0 |  | Sold out −75,000 |
| [FREEPORT MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $0 | 0.0% | 0 |  | Sold out −175,000 |
| [GALAXY DIGITAL INC. (GLXY)](/companies/glxy.md) | CL A | $0 | 0.0% | 0 |  | Sold out −160,000 |
| [INDIVIOR PHARMCEUTICALS INC (INDV)](/companies/indv.md) | COM | $0 | 0.0% | 0 |  | Sold out −200,000 |
| ISHARES TR | PUT | $0 | 0.0% | 0 | Put | Sold out −150,000 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −55,000 |
| ON HLDG AG | NAMEN AKT A | $0 | 0.0% | 0 |  | Sold out −325,000 |
| QXO INC | COM NEW | $0 | 0.0% | 0 |  | Sold out −900,000 |
| [SNAP INC (SNAP)](/companies/snap.md) | CL A | $0 | 0.0% | 0 |  | Sold out −1,200,000 |
| SPDR S&P 500 ETF TR | PUT | $0 | 0.0% | 0 | Put | Sold out −150,000 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $0 | 0.0% | 0 |  | Sold out −150,000 |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $0 | 0.0% | 0 |  | Sold out −40,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001672355-26-000006. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.