RIPOSTE CAPITAL LLC
CIK 1672355
13F filing for Q2 2026・No. 4,167
- Holdings
- US$450.57M
- Quarter change
- +US$58.18M
- Entries
- 28
- Net bought (estimate)
- +US$50.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 15
- Cut 2
- Added 1
- Corporate actions 0
- Unchanged 1
Largest holdings
21 stocks worth US$294.58M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MUMicronCOM | AddedSplit 1:2 | 25,000 | US$28.86M | 9.80% |
| RACEFERRARI N VCOM | New | 60,000 | US$22.34M | 7.58% |
| CIENCIENA CORPCOM NEW | New | 40,000 | US$19.62M | 6.66% |
| ONTOONTO INNOVATION INCCOM | New | 50,000 | US$18.92M | 6.42% |
| STMSTMICROELECTRONICS NVNY REGISTRY | New | 250,000 | US$18.72M | 6.36% |
| ENSENERSYSCOM | New | 80,000 | US$18.71M | 6.35% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | New | 40,000 | US$18.37M | 6.23% |
| GLWCORNING INCCOM | Cut | 65,000 | US$16.6M | 5.64% |
| MTZMASTEC INCCOM | Cut | 35,000 | US$14.56M | 4.94% |
| NVDANvidiaCOM | New | 65,000 | US$13.01M | 4.42% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.