RIPOSTE CAPITAL LLC — 13F holdings

RIPOSTE CAPITAL LLC reported 28 holdings worth $451M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ADVANCED MICRO DEVICES INC — $58.1M (12.9%)
2. DANAHER CORPORATION — $38.1M (8.5%)
3. MU MICRON TECHNOLOGY INC — $28.9M (6.4%)
4. RACE FERRARI N V — $22.3M (5.0%)
5. CIEN CIENA CORP — $19.6M (4.4%)
6. ONTO ONTO INNOVATION INC — $18.9M (4.2%)
7. STM STMICROELECTRONICS N V — $18.7M (4.2%)
8. CITIZENS INC — $18.7M (4.2%)
9. ENS ENERSYS — $18.7M (4.2%)
10. CLOUDFLARE INC — $18.4M (4.1%)