13F Insight
DOSSIER · 13F-HR · Q1 2026

RIPOSTE CAPITAL LLC

RIPOSTE's pension fund based in San Francisco, CA — $392M in tracked AUM across 24 positions as of Q1 2026.

R
RIPOSTE·San Francisco, CA·Pension Fund
CIK 0001672355 · last filed Mar 31, 2026
Total AUM
$392M
▲ 6.8%
vs prior
Holdings
24
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RIPOSTE CAPITAL LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
78462F953
SPDR S&P 500 ETF TR
$108M150K27.5%
02
464287955
ISHARES TR
$42M150K10.6%
03
MTZ
MASTEC INC
$23M70K5.7%
04
M20295104
BIRKENSTOCK HOLDING PLC
$21M600K5.5%
05
82846G405
QXO INC
$17M900K4.5%
06
B
BARRICK MNG CORP
$14M350K3.6%
07
174740950
CITIZENS INC
$14M2.5M3.5%
08
MU
MICRON TECHNOLOGY INC
$14M40K3.4%
09
COHR
COHERENT CORP
$13M55K3.3%
10
TPB
TURNING PT BRANDS INC
$13M150K3.3%

Filing history

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