Riposte Capital LLC
27 holdingsFiling period: 2026-06-30Current AUM: $383.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices Inc | 100.0K | $58.1M | $57.8M | 15.07% | -- | 2026-06-30 |
| 2 | DHR | Danaher Corp Del | 200.0K | $38.1M | $46.8M | 12.20% | -- | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 25.0K | $28.9M | $24.6M | 6.40% | -15,000 | 2026-06-30 |
| 4 | — | Ferrari N V | 60.0K | $22.3M | $22.3M | 5.82% | -- | 2026-06-30 |
| 5 | CIEN | Ciena Corp | 40.0K | $19.6M | $14.5M | 3.79% | -- | 2026-06-30 |
| 6 | ONTO | Onto Innovation Inc | 50.0K | $18.9M | $11.2M | 2.91% | -- | 2026-06-30 |
| 7 | STM | Stmicroelectronics NV | 250.0K | $18.7M | $12.1M | 3.16% | -- | 2026-06-30 |
| 8 | CIA | Citizens Inc | 3.26M | $18.7M | $12.4M | 3.23% | +725.0K | 2026-06-30 |
| 9 | ENS | Enersys | 80.0K | $18.7M | $13.7M | 3.57% | -- | 2026-06-30 |
| 10 | NET | Cloudflare Inc | 75.0K | $18.4M | $23.9M | 6.23% | -- | 2026-06-30 |
| 11 | — | Spotify Technology S A | 40.0K | $18.4M | $18.4M | 4.78% | -- | 2026-06-30 |
| 12 | INTC | Intel Corp | 125.0K | $17.5M | $11.9M | 3.11% | -- | 2026-06-30 |
| 13 | GLW | Corning Inc | 65.0K | $16.6M | $8.5M | 2.22% | -15,000 | 2026-06-30 |
| 14 | MTZ | Mastec Inc | 35.0K | $14.6M | $6.3M | 1.65% | -35,000 | 2026-06-30 |
| 15 | NVDA | NVIDIA Corporation | 65.0K | $13.0M | $14.0M | 3.65% | -- | 2026-06-30 |
| 16 | TPB | Turning PT Brands Inc | 150.0K | $12.7M | $10.1M | 2.62% | -- | 2026-06-30 |
| 17 | Q | Qnity Electronics Inc | 75.0K | $12.2M | $9.2M | 2.40% | -- | 2026-06-30 |
| 18 | SNDK | Sandisk Corp | 5.0K | $11.4M | $7.0M | 1.83% | -- | 2026-06-30 |
| 19 | PWR | Quanta Svcs Inc | 15.0K | $10.8M | $9.1M | 2.37% | -- | 2026-06-30 |
| 20 | ENTG | Entegris Inc | 60.0K | $10.8M | $9.6M | 2.49% | -- | 2026-06-30 |
| 21 | AMKR | Amkor Technology Inc | 120.0K | $10.3M | $5.1M | 1.32% | -- | 2026-06-30 |
| 22 | KNX | Knight-Swift Transn Hldgs in | 125.0K | $9.7M | $7.6M | 1.98% | -- | 2026-06-30 |
| 23 | CBRS | Cerebras Systems Inc | 40.0K | $8.8M | $4.5M | 1.17% | -- | 2026-06-30 |
| 24 | HUT | Hut 8 Corp | 70.0K | $8.1M | $4.9M | 1.27% | -- | 2026-06-30 |
| 25 | AMZN | Amazon.com Inc | 30.0K | $7.2M | $7.6M | 1.99% | -- | 2026-06-30 |
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