13F Insight
DOSSIER · 13F-HR · Q2 2026

RIPOSTE CAPITAL LLC

$451M in tracked AUM across 28 positions as of Q2 2026.

RC
CIK 0001672355 · last filed Jun 30, 2026
Total AUM
$451M
as of Q2 2026
Holdings
28
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

RIPOSTE CAPITAL LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
007903907
ADVANCED MICRO DEVICES INC
$58M100K12.9%02
235851902
DANAHER CORP DEL
$38M200K8.5%03
MU
MICRON TECHNOLOGY INC
$29M25K6.4%04
N3167Y103
FERRARI N V
$22M60K5.0%05
CIEN
CIENA CORP
$20M40K4.4%06
ONTO
ONTO INNOVATION INC
$19M50K4.2%07
STM
STMICROELECTRONICS NV
$19M250K4.2%08
174740950
CITIZENS INC
$19M3.3M4.2%09
ENS
ENERSYS
$19M80K4.2%10
18915M907
CLOUDFLARE INC
$18M75K4.1%

Filing history

2026Q2Jun 30
$451M▲ 14.8%
28 positionsView →2026Q1Mar 31
$392M▼ 15.1%
24 positionsView →2025Q4Dec 31
$462M▼ 10.3%
33 positionsView →2025Q3Sep 30
$515M▼ 18.5%
23 positionsView →2025Q2Jun 30
$632M▲ 15.5%
28 positionsLocked2025Q1Mar 31
$547M▲ 5.1%
26 positionsLocked2024Q4Dec 31
$521M▼ 42.6%
28 positionsLocked2024Q3Sep 30
$907M▲ 13.4%
20 positionsLocked2024Q2Jun 30
$800M▼ 14.0%
22 positionsLocked2024Q1Mar 31
$929M▲ 46.0%
21 positionsLocked2023Q4Dec 31
$636M▼ 26.9%
16 positionsLocked2023Q3Sep 30
$870M▲ 257.2%
25 positionsLocked
Showing 12 of 15