13F-HR filed by RIPOSTE CAPITAL LLC
RIPOSTE CAPITAL LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 27 holding rows worth $450,567,900.
- Accession
- 0001672355-26-000006
- Filer
- CIK 1672355
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 28 entries on the cover page, a total value of $450,567,900 stated on the cover page (in dollars after the unit check, H1), rows summing to $450,567,900 with VALUE read as dollars as filed, 13F file number 028-23022. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC CALL JUL 550 | 007903907 | CALL JUL 550 | 100,000 | $58,091,000 | dollars as filed | call |
| DANAHER CORP DEL | 235851902 | CALL | 200,000 | $38,096,000 | dollars as filed | call |
| Micron Technology,Inc. | 595112103 | COM | 25,000 | $28,857,250 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 60,000 | $22,337,400 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 40,000 | $19,622,400 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 50,000 | $18,922,500 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 250,000 | $18,722,500 | dollars as filed | |
| CITIZENS INC | 174740950 | PUT | 3,260,000 | $18,712,400 | dollars as filed | put |
| ENERSYS COM | 29275Y102 | Stock | 80,000 | $18,705,600 | dollars as filed | |
| CLOUDFLARE INC | 18915M907 | CALL | 75,000 | $18,396,000 | dollars as filed | call |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 40,000 | $18,365,200 | dollars as filed | |
| INTEL CORP | 458140900 | CALL | 125,000 | $17,453,750 | dollars as filed | call |
| CORNING INC | 219350105 | COM | 65,000 | $16,602,950 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 35,000 | $14,562,100 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 65,000 | $13,005,850 | dollars as filed | |
| TURNING PT BRANDS INC COM | 90041L105 | Stock | 150,000 | $12,721,500 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 75,000 | $12,248,250 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 5,000 | $11,368,650 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 15,000 | $10,800,600 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 60,000 | $10,791,600 | dollars as filed | |
| AMKOR TECHNOLOGY INC COM | 031652100 | Stock | 120,000 | $10,347,600 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 125,000 | $9,733,750 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 40,000 | $8,840,000 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 70,000 | $8,081,150 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 30,000 | $7,150,200 | dollars as filed | |
| HIGHPEAK ENERGY INC | 43114Q955 | PUT | 750,000 | $5,242,500 | dollars as filed | put |
| POWERLAW CORP | 738922103 | COM *A* | 190,000 | $2,789,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001672355-26-000006 | this filing | 2026-08-14 | acceptance time not in the bulk data set |