RIPOSTE CAPITAL LLC

NEW YORK, NY · CIK 1672355 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited liability company

As an employer

$294.6m reported value +34.7% vs Q1 2026

21positions

64.4%in top 10

17 new 0 added 3 reduced 15 sold out vs Q1 2026

Options: 4 call positions ($132.0m notional), 2 put positions ($24.0m notional) – listed below, not included above.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	25,000	$28.9m9.80%	9.80%	Reduced -15.0k	-15,000 -37.5%
2	FERRARI N V COM RACE	RACE	60,000	$22.3m7.58%	7.58%	New
3	CIENA CORP COM NEW CIEN	CIEN	40,000	$19.6m6.66%	6.66%	New
4	ONTO INNOVATION INC COM ONTO	ONTO	50,000	$18.9m6.42%	6.42%	New
5	STMICROELECTRONICS N V NY REGISTRY STM	STM	250,000	$18.7m6.36%	6.36%	New
6	ENERSYS COM ENS	ENS	80,000	$18.7m6.35%	6.35%	New
7	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	40,000	$18.4m6.23%	6.23%	New
8	CORNING INC COM GLW	GLW	65,000	$16.6m5.64%	5.64%	Reduced -15.0k	-15,000 -18.8%
9	MASTEC INC COM MTZ	MTZ	35,000	$14.6m4.94%	4.94%	Reduced -35.0k	-35,000 -50.0%
10	NVIDIA CORPORATION COM NVDA	NVDA	65,000	$13.0m4.42%	4.42%	New
11	TURNING PT BRANDS INC COM TPB	TPB	150,000	$12.7m4.32%	4.32%	Unchanged
12	QNITY ELECTRONICS INC COMMON STOCK Q	Q	75,000	$12.2m4.16%	4.16%	New
13	SANDISK CORP COM SNDK	SNDK	5,000	$11.4m3.86%	3.86%	New
14	QUANTA SVCS INC COM PWR	PWR	15,000	$10.8m3.67%	3.67%	New
15	ENTEGRIS INC COM ENTG	ENTG	60,000	$10.8m3.66%	3.66%	New
16	AMKOR TECHNOLOGY INC COM AMKR	AMKR	120,000	$10.3m3.51%	3.51%	New
17	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	125,000	$9.7m3.30%	3.30%	New
18	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	40,000	$8.8m3.00%	3.00%	New
19	HUT 8 CORP COM HUT	HUT	70,000	$8.1m2.74%	2.74%	New
20	AMAZON COM INC COM AMZN	AMZN	30,000	$7.2m2.43%	2.43%	New
21	POWERLAW CORP COM PWRL	PWRL	190,000	$2.8m0.95%	0.95%	New

Security	Ticker	Shares held before	Value then
BIRKENSTOCK HOLDING PLC		600,000	$21.5m600.0k shares
QXO INC		900,000	$17.5m900.0k shares
BARRICK MNG CORP B	B	350,000	$14.3m350.0k shares
COHERENT CORP COHR	COHR	55,000	$13.1m55.0k shares
LAM RESEARCH CORP LRCX	LRCX	55,000	$11.8m55.0k shares
ON HLDG AG ONON	ONON	325,000	$11.1m325.0k shares
UBER TECHNOLOGIES INC UBER	UBER	150,000	$10.8m150.0k shares
FREEPORT-MCMORAN INC FCX	FCX	175,000	$10.3m175.0k shares
VALERO ENERGY CORP VLO	VLO	40,000	$9.9m40.0k shares
CARPENTER TECHNOLOGY CORP CRS	CRS	25,000	$9.9m25.0k shares
FLUTTER ENTMT PLC FLUT	FLUT	75,000	$7.6m75.0k shares
ASTERA LABS INC ALAB	ALAB	60,000	$6.6m60.0k shares
INDIVIOR PHARMACEUTICALS INC INDV	INDV	200,000	$6.1m200.0k shares
SNAP INC SNAP	SNAP	1,200,000	$5.5m1.2m shares
GALAXY DIGITAL INC. GLXY	GLXY	160,000	$3.0m160.0k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
ADVANCED MICRO DEVICES INC AMD · Call	AMD	Call	100,000	$58.1m100.0k shares	New
DANAHER CORPORATION DHR · Call	DHR	Call	200,000	$38.1m200.0k shares	New
CITIZENS INC CIA · Put	CIA	Put	3,260,000	$18.7m3.3m shares	Added
CLOUDFLARE INC NET · Call	NET	Call	75,000	$18.4m75.0k shares	New
INTEL CORP INTC · Call	INTC	Call	125,000	$17.5m125.0k shares	New
HIGHPEAK ENERGY INC HPK · Put	HPK	Put	750,000	$5.2m750.0k shares	Reduced