RIPOSTE CAPITAL LLC
NEW YORK NY · SEC CIK 0001672355
$4.51亿2026Q2 申报市值
27持仓数
57.8%前十大占比 · 第一大 12.9%
19 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RACE 新建仓+$2,233.74万
ONTO 新建仓+$1,892.25万
STM 新建仓+$1,872.25万
ENS 新建仓+$1,870.56万
SPOT 新建仓+$1,836.52万
2026Q2 卖出最多 按季末市值估算
SNDK 重新持有-$3,410.59万
BIRKENSTOCK HOLD 清仓-$2,149.80万
QXO INC 清仓-$1,747.80万
MU 减仓-$1,731.43万
MTZ 减仓-$1,456.21万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | ADVANCED MICRO DEVICES INC 看涨期权 | $5,809.10万 | 12.89% | 100,000 | 100,000 | — | $5,809.10万 | 新建仓 |
| — | DANAHER CORP DEL 看涨期权 | $3,809.60万 | 8.46% | 200,000 | 200,000 | — | $3,809.60万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $2,885.72万 | 6.40% | 25,000 | -15,000 | -37.5% | -$1,731.43万 | 减仓 |
| RACE | FERRARI N V | $2,233.74万 | 4.96% | 60,000 | 60,000 | — | $2,233.74万 | 新建仓 |
| CIEN | CIENA CORP | $1,962.24万 | 4.36% | 40,000 | 0 | 0.0% | — | 重新持有 |
| ONTO | ONTO INNOVATION INC | $1,892.25万 | 4.20% | 50,000 | 50,000 | — | $1,892.25万 | 新建仓 |
| STM | STMICROELECTRONICS NV | $1,872.25万 | 4.16% | 250,000 | 250,000 | — | $1,872.25万 | 新建仓 |
| — | CITIZENS INC 看跌期权 | $1,871.24万 | 4.15% | 3,260,000 | 725,000 | 28.6% | $416.15万 | 加仓 |
| ENS | ENERSYS | $1,870.56万 | 4.15% | 80,000 | 80,000 | — | $1,870.56万 | 新建仓 |
| — | CLOUDFLARE INC 看涨期权 | $1,839.60万 | 4.08% | 75,000 | 75,000 | — | $1,839.60万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,836.52万 | 4.08% | 40,000 | 40,000 | — | $1,836.52万 | 新建仓 |
| — | INTEL CORP 看涨期权 | $1,745.38万 | 3.87% | 125,000 | 125,000 | — | $1,745.38万 | 新建仓 |
| GLW | CORNING INC | $1,660.30万 | 3.68% | 65,000 | -15,000 | -18.8% | -$383.14万 | 减仓 |
| MTZ | MASTEC INC | $1,456.21万 | 3.23% | 35,000 | -35,000 | -50.0% | -$1,456.21万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,300.59万 | 2.89% | 65,000 | 65,000 | — | $1,300.59万 | 新建仓 |
| TPB | TURNING PT BRANDS INC | $1,272.15万 | 2.82% | 150,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1,224.83万 | 2.72% | 75,000 | 75,000 | — | $1,224.83万 | 新建仓 |
| SNDK | SANDISK CORP | $1,136.87万 | 2.52% | 5,000 | -15,000 | -75.0% | -$3,410.59万 | 重新持有 |
| PWR | QUANTA SVCS INC | $1,080.06万 | 2.40% | 15,000 | 15,000 | — | $1,080.06万 | 新建仓 |
| ENTG | ENTEGRIS INC | $1,079.16万 | 2.40% | 60,000 | 60,000 | — | $1,079.16万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1,034.76万 | 2.30% | 120,000 | 120,000 | — | $1,034.76万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $973.38万 | 2.16% | 125,000 | 125,000 | — | $973.38万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $884.00万 | 1.96% | 40,000 | 40,000 | — | $884.00万 | 新建仓 |
| HUT | HUT 8 CORP | $808.12万 | 1.79% | 70,000 | 70,000 | — | $808.12万 | 新建仓 |
| AMZN | AMAZON COM INC | $715.02万 | 1.59% | 30,000 | 30,000 | — | $715.02万 | 新建仓 |
| — | HIGHPEAK ENERGY INC 看跌期权 | $524.25万 | 1.16% | 750,000 | -800,000 | -51.6% | -$559.20万 | 减仓 |
| — | POWERLAW CORP | $278.92万 | 0.62% | 190,000 | 190,000 | — | $278.92万 | 新建仓 |
| — | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1.08亿 | 清仓 |
| — | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$4,169.55万 | 清仓 |
| — | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -600,000 | -100.0% | -$2,149.80万 | 清仓 |
| — | QXO INC | $0 | 0.00% | 0 | -900,000 | -100.0% | -$1,747.80万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -350,000 | -100.0% | -$1,427.65万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -55,000 | -100.0% | -$1,310.15万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -55,000 | -100.0% | -$1,175.13万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -325,000 | -100.0% | -$1,105.65万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,078.95万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -175,000 | -100.0% | -$1,028.65万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -40,000 | -100.0% | -$988.32万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$985.38万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -75,000 | -100.0% | -$764.62万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$657.60万 | 清仓 |
| SUPN | INDIVIOR PHARMCEUTICALS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$609.60万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -1,200,000 | -100.0% | -$552.00万 | 清仓 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | -160,000 | -100.0% | -$295.20万 | 清仓 |