RIPOSTE CAPITAL LLC

Position in MU — Micron Technology Inc

CIK 1672355 NEW YORK, NY

Position in MU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$28,857,250

+$15,343,650 QoQ

Shares Held

25,000

-37.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

9.80%

of 13F equity value

Holder Rank

#734

of 3,878 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

RIPOSTE CAPITAL LLC holds $69,425,600 across 4 Semiconductors names. MU ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc This page	25,000	$28,857,250
2	STM	STMicroelectronics N.V.	250,000	$18,722,500
3	NVDA	Nvidia Corp	65,000	$13,005,850
4	CBRS	Cerebras Systems Inc.	40,000	$8,840,000

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,857,250	25,000	-37.5%	Shares	Sole	2026-08-14
2026-03-31	$13,513,600	40,000	-11.1%	Shares	Sole	2026-05-15
2025-12-31	$12,843,450	45,000	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.