RIPOSTE CAPITAL LLC

CIK 0001672355 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

RIPOSTE CAPITAL LLC reported 27 positions worth $450.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ADVANCED MICRO DEVICES INC (12.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$450.6M
2026 Q2
Positions
27
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.8%
Est. Net Flow (Q)
2026 Q2
10 / 27 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1007903907ADVANCED MICRO DEVICES INCCALL$58.1M12.89%100,000
2235851902DANAHER CORP DELCALL$38.1M8.46%200,000
3MUMICRON TECHNOLOGY INCSH$28.9M6.41%25,000
4RACEFERRARI N VSH$22.3M4.96%60,000
5CIENCIENA CORPSH$19.6M4.36%40,000
6ONTOONTO INNOVATION INCSH$18.9M4.20%50,000
7STMSTMICROELECTRONICS NVSH$18.7M4.16%250,000
8174740950CITIZENS INCPUT$18.7M4.15%3,260,000
9ENSENERSYSSH$18.7M4.15%80,000
1018915M907CLOUDFLARE INCCALL$18.4M4.08%75,000

The free plan shows the top 10 positions. The remaining 17 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RIPOSTE CAPITAL LLC hold as of Q2 2026?

RIPOSTE CAPITAL LLC reported 27 positions worth $450.6M in its Q2 2026 13F filing. Largest positions: ADVANCED MICRO DEVICES INC (12.9%), DANAHER CORP DEL (8.5%), MU (6.4%), RACE (5.0%) and CIEN (4.4%).

What did RIPOSTE CAPITAL LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RIPOSTE CAPITAL LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.