§ 13F · FUND PROFILE
RIPOSTE CAPITAL LLC.
AUM · $208M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$354M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 100K | $58M | 12.9% | NEW |
| 2 | DHR | DANAHER CORP DEL | 200K | $38M | 8.5% | NEW |
| 3 | MU | MICRON TECHNOLOGY INC | 25K | $29M | 6.4% | −37% |
| 4 | RACE | FERRARI N V | 60K | $22M | 5.0% | NEW |
| 5 | CIEN | CIENA CORP | 40K | $20M | 4.4% | NEW |
| 6 | ONTO | ONTO INNOVATION INC | 50K | $19M | 4.2% | NEW |
| 7 | STM | STMICROELECTRONICS NV | 250K | $19M | 4.2% | NEW |
| 8 | ENS | ENERSYS | 80K | $19M | 4.2% | NEW |
| 9 | NET | CLOUDFLARE INC | 75K | $18M | 4.1% | NEW |
| 10 | SPOT | SPOTIFY TECHNOLOGY S A | 40K | $18M | 4.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIPOSTE SIGNAL
AC read
RIPOSTE CAPITAL LLC is a Other fund managing $208 million in assets. The fund runs a focused portfolio of just 17 positions.
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