Institutional Fund
Riposte Capital LLC
New York, NYCIK 16723555 filings on record
Portfolio Value
$218.70M
Q1 2026
Holdings
19
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-9.1%
from $240.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Mastec Inc10.3%
- Birkenstock Holding PLC9.8%
- Qxo Inc8.0%
- Barrick Mng Corp6.5%
- Micron Technology Inc6.2%
- Coherent Corp6.0%
- Other53.2%
Portfolio Holdings
19 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mastec Inc | 70.0K | $22.52M | 10.3% | +43.1K | Added |
| 2 | Birkenstock Holding PLC | 600.0K | $21.50M | 9.8% | +385.4K | Added |
| 3 | Qxo Inc | 900.0K | $17.48M | 8.0% | +150.0K | Added |
| 4 | Barrick Mng Corp | 350.0K | $14.28M | 6.5% | +350.0K | New |
| 5 | Micron Technology Inc | 40.0K | $13.51M | 6.2% | −5.0K | Reduced |
| 6 | Coherent Corp | 55.0K | $13.10M | 6.0% | +10.0K | Added |
| 7 | Turning Pt Brands Inc | 150.0K | $13.02M | 6.0% | +50.0K | Added |
| 8 | Lam Research Corp | 55.0K | $11.75M | 5.4% | +55.0K | New |
| 9 | On Hldg AG | 325.0K | $11.06M | 5.1% | +75.0K | Added |
| 10 | Corning Inc | 80.0K | $10.88M | 5.0% | 0 | Held |
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