Stock Taper 
RIPOSTE CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 5K | $11.37M |
 Quanta Services, Inc. | PWR | 15K | $10.8M |
 Micron Technology, Inc. | MU | 25K | $28.86M |
 Amazon.com, Inc. | AMZN | 30K | $7.15M |
 MasTec, Inc. | MTZ | 35K | $14.56M |
 Spotify Technology S.A. | SPOT | 40K | $18.37M |
 Ciena Corporation | CIEN | 40K | $19.62M |
 Cerebras Systems Inc. | CBRS | 40K | $8.84M |
 Onto Innovation Inc. | ONTO | 50K | $18.92M |
 Ferrari N.V. | RACE | 60K | $22.34M |
 Entegris, Inc. | ENTG | 60K | $10.79M |
 Corning Inc | GLW | 65K | $16.6M |
 NVIDIA Corporation | NVDA | 65K | $13.01M |
 Hut 8 Corp. | HUT | 70K | $8.08M |
 Qnity Electronics, Inc. | Q | 75K | $12.25M |
 EnerSys | ENS | 80K | $18.71M |
 Amkor Technology, Inc. | AMKR | 120K | $10.35M |
 Knight-Swift Transportation Holdings Inc. | KNX | 125K | $9.73M |
 Turning Point Brands, Inc. | TPB | 150K | $12.72M |
 STMicroelectronics N.V. | STM | 250K | $18.72M |