Stock Taper

RIPOSTE CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
STMicroelectronics N.V.STM250K$18.72M
Turning Point Brands, Inc.TPB150K$12.72M
Knight-Swift Transportation Holdings Inc.KNX125K$9.73M
Amkor Technology, Inc.AMKR120K$10.35M
EnerSysENS80K$18.71M
Qnity Electronics, Inc.Q75K$12.25M
Hut 8 Corp.HUT70K$8.08M
Corning IncGLW65K$16.6M
NVIDIA CorporationNVDA65K$13.01M
Entegris, Inc.ENTG60K$10.79M
Ferrari N.V.RACE60K$22.34M
Onto Innovation Inc.ONTO50K$18.92M
Spotify Technology S.A.SPOT40K$18.37M
Ciena CorporationCIEN40K$19.62M
Cerebras Systems Inc.CBRS40K$8.84M
MasTec, Inc.MTZ35K$14.56M
Amazon.com, Inc.AMZN30K$7.15M
Micron Technology, Inc.MU25K$28.86M
Quanta Services, Inc.PWR15K$10.8M
Sandisk CorporationSNDK5K$11.37M