RIPOSTE CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ONON | 250K | $11.62M |
 | VIK | 150K | $10.71M |
 | SN | 110K | $12.31M |
 | ACGL | 100K | $9.59M |
 | TPB | 100K | $10.84M |
 | EXE | 90K | $9.93M |
 | GLW | 80K | $7.00M |
 | GOOGL | 70K | $21.91M |
 | FSLR | 65K | $16.98M |
 | MU | 45K | $12.84M |
 | COHR | 45K | $8.31M |
 | CIEN | 40K | $9.35M |
 | VST | 35K | $5.63M |
 | BLDR | 32K | $3.33M |
 | CRDO | 30K | $4.32M |
 | MTZ | 27K | $5.84M |
 | LITE | 25K | $9.21M |
 | CEG | 25K | $8.83M |
 | ETN | 24K | $7.70M |
 | VRT | 21K | $3.48M |
On Holding AG
ONON
Shares Held
250K
Value
$11.62M
Viking Holdings Ltd
VIK
Shares Held
150K
Value
$10.71M
SharkNinja, Inc.
SN
Shares Held
110K
Value
$12.31M
Arch Capital Group Ltd.
ACGL
Shares Held
100K
Value
$9.59M
Turning Point Brands, Inc.
TPB
Shares Held
100K
Value
$10.84M
Expand Energy Corporation
EXE
Shares Held
90K
Value
$9.93M
Corning Incorporated
GLW
Shares Held
80K
Value
$7.00M
Alphabet Inc.
GOOGL
Shares Held
70K
Value
$21.91M
First Solar, Inc.
FSLR
Shares Held
65K
Value
$16.98M
Micron Technology, Inc.
MU
Shares Held
45K
Value
$12.84M
Coherent, Inc.
COHR
Shares Held
45K
Value
$8.31M
Ciena Corporation
CIEN
Shares Held
40K
Value
$9.35M
Vistra Corp.
VST
Shares Held
35K
Value
$5.63M
Builders FirstSource, Inc.
BLDR
Shares Held
32K
Value
$3.33M
Credo Technology Group Holding Ltd
CRDO
Shares Held
30K
Value
$4.32M
MasTec, Inc.
MTZ
Shares Held
27K
Value
$5.84M
Lumentum Holdings Inc.
LITE
Shares Held
25K
Value
$9.21M
Constellation Energy Corporation
CEG
Shares Held
25K
Value
$8.83M
Eaton Corporation plc
ETN
Shares Held
24K
Value
$7.70M
Vertiv Holdings Co
VRT
Shares Held
21K
Value
$3.48M