RIPOSTE CAPITAL LLC: 13F holdings
CIK 16723552026Q2
| Positions | 27 |
|---|
| Reported value | $450.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 27 (+4 vs prior quarter) |
|---|
| Reported value | $450.6m (+14.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 25,000 | $28.9m | 6.4% |
| FERRARI N V | 60,000 | $22.3m | 5.0% |
| CIEN CIENA CORP | 40,000 | $19.6m | 4.4% |
| ONTO ONTO INNOVATION INC | 50,000 | $18.9m | 4.2% |
| STM STMICROELECTRONICS NV | 250,000 | $18.7m | 4.2% |
| ENS ENERSYS | 80,000 | $18.7m | 4.2% |
| SPOTIFY TECHNOLOGY S A | 40,000 | $18.4m | 4.1% |
| GLW CORNING INC | 65,000 | $16.6m | 3.7% |
| MTZ MASTEC INC | 35,000 | $14.6m | 3.2% |
| NVDA NVIDIA CORPORATION | 65,000 | $13.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1672355")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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