account_balance
Investment manager · 13F filer · SEC CIK 1672355
Riposte Capital LLC
Reported value$295Mas of Jun 30, 2026
Positions21 17 new, 15 sold out
Top 10 weight64.4%MU alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
9.8%Trimmed −38%
RACEFerrari N.V.
7.6%New
CIENCiena Corp
6.7%New
ONTOOnto Innovation Inc.
6.4%New
STMSTMicroelectronics N.V.
6.4%New
ENSEnerSys
6.4%New
SPOTSpotify Technology S.A.
6.2%New
GLWCorning Inc
5.6%Trimmed −19%
MTZMasTec Inc
4.9%Trimmed −50%
NVDANVIDIA Corp
4.4%New
TPBTurning Point Brands, Inc.
4.3%
QQnity Electronics, Inc.
4.2%New
MUMicron Technology Inc
9.8%Trimmed −38%
RACEFerrari N.V.
7.6%
CIENCiena Corp
6.7%
ONTOOnto Innovation Inc.
6.4%New
STMSTMicroelectronics N.V.
6.4%New
ENSEnerSys
6.4%New
SPOTSpotify Technology S.A.
6.2%
GLWCorning Inc
5.6%
MTZMasTec Inc
4.9%
NVDANVIDIA Corp
4.4%
TPBTurning Point Brands, Inc.
4.3%
QQnity Electronics, Inc.
4.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 9.8% Trimmed −38%RACE Ferrari N.V. 7.6% NewCIEN Ciena Corp 6.7% NewONTO Onto Innovation Inc. 6.4% NewSTM STMicroelectronics N.V. 6.4% NewENS EnerSys 6.4% NewSPOT Spotify Technology S.A. 6.2% NewGLW Corning Inc 5.6% Trimmed −19%MTZ MasTec Inc 4.9% Trimmed −50%NVDA NVIDIA Corp 4.4% NewTPB Turning Point Brands, Inc. 4.3% HeldQ Qnity Electronics, Inc. 4.2% New
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.