RIPOSTE CAPITAL LLC
CIK 1672355 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- GOOGL9.10%
- FSLR7.05%
- 82846G4056.01%
- MU5.34%
- SN5.11%
- FCNCA4.90%
- ONON4.83%
- TPB4.50%
- VIK4.45%
- EXE4.13%
Share classes counted separately55.42%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VRTWeight decreased · -11.61 pp13.06% → 1.45%Shares -158.51K (-88.06%)
- M20295104Weight decreased · -6.14 pp9.79% → 3.65%Shares -235.39K (-52.31%)
- EXEWeight decreased · -6.09 pp10.22% → 4.13%Shares -110.00K (-55.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $21.91M | 9.10% | 70.00K shares | Prior unavailable +70.00K | New | ↗▾ |
| 02 | FSLRFIRST SOLAR INC View history and evidence | $16.98M | 7.05% | 65.00K shares | Prior unavailable +65.00K | New | ↗▾ |
| 03 | 82846G405QXO INCCOM NEW View history and evidence | $14.47M | 6.01% | 750.00K shares | 6.42% → 6.01%-0.41 pp +50.00K (+7.14%) | Added | ↗▾ |
| 04 | MUMICRON TECHNOLOGY INC View history and evidence | $12.84M | 5.34% | 45.00K shares | Prior unavailable +45.00K | New | ↗▾ |
| 05 | SNSHARKNINJA INCCOM SHS View history and evidence | $12.31M | 5.11% | 110.00K shares | 5.70% → 5.11%-0.59 pp -5.00K (-4.35%) | Reduced | ↗▾ |
| 06 | FCNCAFIRST CITIZENS BCSHS -CL ACL A View history and evidence | $11.80M | 4.90% | 5.50K shares | 5.16% → 4.90%-0.26 pp -500 (-8.33%) | Reduced | ↗▾ |
| 07 | ONONON HOLDING AG-CLASS ANAMEN AKT A View history and evidence | $11.62M | 4.83% | 250.00K shares | Prior unavailable +250.00K | New | ↗▾ |
| 08 | TPBTURNING POINT BRANDS INC View history and evidence | $10.84M | 4.50% | 100.00K shares | 3.57% → 4.50%+0.93 pp +25.00K (+33.33%) | Added | ↗▾ |
| 09 | VIKVIKING HOLDINGS LTDORD SHS View history and evidence | $10.71M | 4.45% | 150.00K shares | 2.24% → 4.45%+2.21 pp +75.00K (+100.00%) | Added | ↗▾ |
| 10 | EXEEXPAND ENERGY CORP View history and evidence | $9.93M | 4.13% | 90.00K shares | 10.22% → 4.13%-6.09 pp -110.00K (-55.00%) | Reduced | ↗▾ |
Options overlay 6
$221.63M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
EFAISHARES MSCI EAFE ETFPUT View history and evidence | Put | 300.00K | $73.85M | +300.00K | ▾ |
SPY 07.02.25 P590July 25 Puts on SPY USPUT View history and evidence | Put | 100.00K | $68.19M | -100.00K (-50.00%) | ▾ |
NVDANVIDIA CORPCALL View history and evidence | Call | 200.00K | $37.30M | +200.00K | ▾ |
3 / 6 options · preview only
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQ 06.16.28 P590 June 28 Puts on QQQ US | Put | -200,000 | -$120.07M | SEC filing ↗ | SEC filing ↗ |
| ONON ON HOLDING AG-CLASS A | Call | -700,000 | -$29.64M | SEC filing ↗ | SEC filing ↗ |
| 347361702 DELTA AIR LINES INC DEL | Non-derivative | -200,000 | -$11.35M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1672355 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 462336625
}Research all 32 reported holdings.
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