Riposte Capital LLC
Net buyer this quarter
$451M
21
+$14M
42.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MU | $28.9M | 6.40% | 0.00% | -37.5% | Q4 2025 |
 RACE | $22.3M | 4.96% | 0.03% | New | Q2 2026 |
 CIEN | $19.6M | 4.36% | 0.03% | Not reported | Q4 2025 |
 ONTO | $18.9M | 4.20% | 0.10% | New | Q2 2026 |
 STM | $18.7M | 4.16% | 0.03% | New | Q2 2026 |
 ENS | $18.7M | 4.15% | 0.22% | New | Q2 2026 |
 SPOT | $18.4M | 4.08% | 0.02% | Not reported | Q1 2024 |
 GLW | $16.6M | 3.68% | 0.01% | -18.8% | Q4 2025 |
 MTZ | $14.6M | 3.23% | 0.04% | -50.0% | Q4 2025 |
 NVDA | $13M | 2.89% | 0.00% | New | Q2 2026 |
 TPB | $12.7M | 2.82% | 0.77% | Not reported | Q3 2025 |
 Q | $12.2M | 2.72% | 0.04% | New | Q2 2026 |
 SNDK | $11.4M | 2.52% | 0.00% | Not reported | Q4 2025 |
 PWR | $10.8M | 2.40% | 0.01% | Not reported | Q2 2024 |
 ENTG | $10.8M | 2.40% | 0.04% | New | Q2 2026 |
 AMKR | $10.3M | 2.30% | 0.05% | New | Q2 2026 |
 KNX | $9.73M | 2.16% | 0.08% | Not reported | Q4 2024 |
 CBRS | $8.84M | 1.96% | Not reported | New | Q2 2026 |
 HUT | $8.08M | 1.79% | 0.06% | New | Q2 2026 |
 AMZN | $7.15M | 1.59% | 0.00% | New | Q2 2026 |
 PWRL | $2.79M | 0.62% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| MTZ | $22.5M | 5.74% | 0.09% | +160.6% | Q4 2025 |
 B | $14.3M | 3.64% | 0.02% | New | Q1 2026 |
| MU | $13.5M | 3.44% | 0.00% | -11.1% | Q4 2025 |
 COHR | $13.1M | 3.34% | 0.03% | +22.2% | Q4 2025 |
| TPB | $13M | 3.32% | 0.78% | +50.0% | Q3 2025 |
 LRCX | $11.8M | 2.99% | 0.00% | New | Q1 2026 |
 ONON | $11.1M | 2.82% | 0.11% | +30.0% | Q4 2024 |
| GLW | $10.9M | 2.77% | 0.01% | Not reported | Q4 2025 |
 UBER | $10.8M | 2.75% | 0.01% | Not reported | Q3 2023 |
 FCX | $10.3M | 2.62% | 0.01% | New | Q1 2026 |
 VLO | $9.88M | 2.52% | 0.01% | New | Q1 2026 |
 CRS | $9.85M | 2.51% | 0.05% | New | Q1 2026 |
 FLUT | $7.65M | 1.95% | 0.04% | New | Q1 2026 |
 ALAB | $6.58M | 1.68% | 0.04% | New | Q1 2026 |
 INDV | $6.1M | 1.55% | 0.16% | New | Q1 2026 |
 SNAP | $5.52M | 1.41% | 0.07% | Not reported | Q2 2023 |
 GLXY | $2.95M | 0.75% | 160000.00% | New | Q1 2026 |
| Q4 2025 | |||||
 GOOGL | $21.9M | 4.74% | 0.00% | New | Q4 2025 |
 FSLR | $17M | 3.67% | 0.06% | New | Q4 2025 |
| MU | $12.8M | 2.78% | 0.00% | New | Q4 2025 |
 SN | $12.3M | 2.66% | 0.08% | -4.4% | Q3 2023 |
 FCNCA | $11.8M | 2.55% | Not reported | -8.3% | Q4 2022 |
| ONON | $11.6M | 2.51% | 0.08% | Not reported | Q4 2024 |
| TPB | $10.8M | 2.34% | 0.52% | +33.3% | Q3 2025 |
 VIK | $10.7M | 2.32% | Not reported | +100.0% | Q3 2024 |
 EXE | $9.93M | 2.15% | 0.04% | -55.0% | Q4 2022 |
 ACGL | $9.59M | 2.07% | 0.03% | +42.9% | Q1 2025 |
| CIEN | $9.35M | 2.02% | 0.03% | New | Q4 2025 |
 LITE | $9.21M | 1.99% | 0.04% | New | Q4 2025 |
 CEG | $8.83M | 1.91% | 0.01% | -44.4% | Q4 2022 |
| COHR | $8.31M | 1.80% | 0.03% | New | Q4 2025 |
 ETN | $7.7M | 1.67% | 0.01% | -51.6% | Q3 2025 |
| GLW | $7M | 1.52% | 0.01% | New | Q4 2025 |
 JLL | $6.73M | 1.46% | 0.04% | -66.7% | Q2 2025 |
| MTZ | $5.84M | 1.26% | 0.03% | New | Q4 2025 |
 VST | $5.63M | 1.22% | 0.01% | Not reported | Q2 2024 |
| SNDK | $4.75M | 1.03% | 0.01% | New | Q4 2025 |
 CLS | $4.43M | 0.96% | 0.01% | New | Q4 2025 |
 CRDO | $4.32M | 0.93% | 0.02% | New | Q4 2025 |
 VRT | $3.48M | 0.75% | 0.01% | -88.1% | Q4 2023 |
 BLDR | $3.33M | 0.72% | 0.03% | -35.3% | Q3 2025 |
| Q3 2025 | |||||
| VRT | $27.2M | 5.27% | 0.05% | +157.1% | Q4 2023 |
| EXE | $21.2M | 4.12% | 0.08% | +66.7% | Q4 2022 |
| ETN | $18.7M | 3.63% | 0.01% | New | Q3 2025 |
| JLL | $17.9M | 3.47% | 0.13% | +9.1% | Q2 2025 |
| CEG | $14.8M | 2.87% | 0.01% | +50.0% | Q4 2022 |
| SN | $11.9M | 2.30% | 0.08% | Not reported | Q3 2023 |
| FCNCA | $10.7M | 2.08% | Not reported | -20.0% | Q4 2022 |
| TPB | $7.41M | 1.44% | 0.42% | New | Q3 2025 |
 CCL | $7.23M | 1.40% | 0.02% | -44.4% | Q2 2025 |
| SPOT | $6.98M | 1.35% | 0.00% | -33.3% | Q1 2024 |
| ACGL | $6.35M | 1.23% | 0.02% | -6.7% | Q1 2025 |
| BLDR | $6.06M | 1.18% | 0.05% | New | Q3 2025 |
| VIK | $4.66M | 0.90% | Not reported | -62.5% | Q3 2024 |
 NFE | $1.77M | 0.34% | 0.28% | New | Q3 2025 |