What Riposte Capital LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1672355 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ADVANCED MICRO DEVICES INCCALLCall option | 100K | New | $58.1M | 12.9% |
DANAHER CORP DELCALLCall option | 200K | New | $38.1M | 8.5% |
| 25K |
| −37.5% |
| $28.9M |
| 6.4% |
RACEFerrari N.V. | 60K | New | $22.3M | 5% |
CIENCiena Corp | 40K | New | $19.6M | 4.4% |
ONTOOnto Innovation Inc. | 50K | New | $18.9M | 4.2% |
STMSTMicroelectronics N.V. | 250K | New | $18.7M | 4.2% |
CITIZENS INCPUTPut option | 3.3M | +28.6% | $18.7M | 4.2% |
ENSEnerSys | 80K | New | $18.7M | 4.2% |
CLOUDFLARE INCCALLCall option | 75K | New | $18.4M | 4.1% |
SPOTSpotify Technology S.A. | 40K | New | $18.4M | 4.1% |
INTEL CORPCALLCall option | 125K | New | $17.5M | 3.9% |
GLWCorning Inc | 65K | −18.8% | $16.6M | 3.7% |
MTZMastec Inc | 35K | −50.0% | $14.6M | 3.2% |
NVDANVIDIA Corp | 65K | New | $13M | 2.9% |
TPBTurning Point Brands, Inc. | 150K | ±0% | $12.7M | 2.8% |
QQnity Electronics, Inc. | 75K | New | $12.2M | 2.7% |
SNDKSandisk Corp | 5K | New | $11.4M | 2.5% |
PWRQuanta Services, Inc. | 15K | New | $10.8M | 2.4% |
ENTGEntegris Inc | 60K | New | $10.8M | 2.4% |
AMKRAmkor Technology, Inc. | 120K | New | $10.3M | 2.3% |
KNXKnight-Swift Transportation Holdings Inc. | 125K | New | $9.7M | 2.2% |
CBRSCerebras Systems Inc. | 40K | New | $8.8M | 2% |
HUTHut 8 Corp. | 70K | New | $8.1M | 1.8% |
AMZNAmazon Com Inc | 30K | New | $7.2M | 1.6% |
HIGHPEAK ENERGY INCPUTPut option | 750K | −51.6% | $5.2M | 1.2% |
PWRLPowerlaw Corp. | 190K | New | $2.8M | 0.6% |
