RIPOSTE CAPITAL LLC
RIPOSTE CAPITAL LLC runs RIPOSTE CAPITAL LLC and currently holds 27 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $450.57M. Their top holdings are MU, RACE, CIEN, ONTO, STM. The top five represent 24.1% of reported portfolio weight. RIPOSTE CAPITAL LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, RIPOSTE CAPITAL LLC initiated 14 new positions. They added to 2 existing positions. They trimmed 3 positions. Their current best-performing preview position is MU with returns of +241.67%.
27 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MU MICRON TECHNOLOGY INC | 6.40% | $285.41 | $966.78 | +238.73% | Trimmed -37.50% |
RACE FERRARI N V | 4.96% | $372.29 | $436.43 | +17.23% | New Buy |
CIEN CIENA CORP | 4.36% | $490.56 | $396.06 | -19.26% | Added +100.00% |
ONTO ONTO INNOVATION INC | 4.20% | $378.45 | $293.18 | -22.53% | New Buy |
STM STMICROELECTRONICS NV | 4.16% | $74.89 | $50.58 | -32.46% | New Buy |
ENS ENERSYS | 4.15% | $233.82 | $189.88 | -18.79% | New Buy |
SPOT SPOTIFY TECHNOLOGY S A | 4.08% | $459.13 | $533.36 | +16.17% | New Buy |
GLW CORNING INC | 3.68% | $87.56 | $149.82 | +71.11% | Trimmed -18.75% |
MTZ MASTEC INC | 3.23% | $281.69 | $266.35 | -5.44% | Trimmed -50.00% |
NVDA NVIDIA CORPORATION | 2.89% | $200.09 | $214.76 | +7.33% | New Buy |
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