Ripple Effect Asset Management LP 13F holdings
Ripple Effect Asset Management LP reported 18 positions with a total reported value of $169.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: XIFR XPLR INFRASTRUCTURE LP (19.3%), KGS KODIAK GAS SVCS INC (13.3%), WILLIAMS COS INC (10.4%), VST VISTRA CORP (9.6%), AR ANTERO RESOURCES CORP (7.8%). Against 2026-03-31 it opened 8 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
18 largest of 18 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| XIFR XPLR INFRASTRUCTURE LP | 2,767,955 | $32.7M | 19.3% |
| KGS KODIAK GAS SVCS INC | 300,630 | $22.6M | 13.3% |
| WILLIAMS COS INC | 237,800 | $17.7M | 10.4% |
| VST VISTRA CORP | 102,300 | $16.2M | 9.6% |
| AR ANTERO RESOURCES CORP | 374,400 | $13.2M | 7.8% |
| SEI SOLARIS ENERGY INFRAS INC | 130,300 | $10.5M | 6.2% |
| HUT HUT 8 CORP | 86,697 | $10.0M | 5.9% |
| TLN TALEN ENERGY CORP | 25,250 | $9.7M | 5.7% |
| WULF TERAWULF INC | 327,970 | $8.1M | 4.8% |
| DVN DEVON ENERGY CORP NEW | 146,300 | $6.0M | 3.6% |
| DPC DPC HOLDINGS PLC | 100,000 | $4.9M | 2.9% |
| IE IVANHOE ELECTRIC INC | 495,000 | $4.8M | 2.8% |
| BKV BKV CORP | 135,352 | $3.7M | 2.2% |
| CSX CSX CORP | 66,800 | $3.2M | 1.9% |
| UNP UNION PAC CORP | 11,500 | $3.1M | 1.8% |
| CIFR CIPHER DIGITAL INC | 84,800 | $2.1M | 1.2% |
| SPCX SPACE EXPLORATION TECHN CORP | 5,000 | $854.3K | 0.5% |
| VG VENTURE GLOBAL INC | 7,790 | $86.7K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 8 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SEI SOLARIS ENERGY INFRAS INC | 130,300 | $10.5M | 6.2% |
| DVN DEVON ENERGY CORP NEW | 146,300 | $6.0M | 3.6% |
| DPC DPC HOLDINGS PLC | 100,000 | $4.9M | 2.9% |
| CSX CSX CORP | 66,800 | $3.2M | 1.9% |
| UNP UNION PAC CORP | 11,500 | $3.1M | 1.8% |
| CIFR CIPHER DIGITAL INC | 84,800 | $2.1M | 1.2% |
| SPCX SPACE EXPLORATION TECHN CORP | 5,000 | $854.3K | 0.5% |
| VG VENTURE GLOBAL INC | 7,790 | $86.7K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WILLIAMS COS INC | 162,000 | 237,800 | +46.8% | $17.7M |
| AR ANTERO RESOURCES CORP | 257,862 | 374,400 | +45.2% | $13.2M |
| BKV BKV CORP | 19,000 | 135,352 | +612.4% | $3.7M |
| WULF TERAWULF INC | 212,370 | 327,970 | +54.4% | $8.1M |
| XIFR XPLR INFRASTRUCTURE LP | 2,538,720 | 2,767,955 | +9.0% | $32.7M |
| HUT HUT 8 CORP | 63,534 | 86,697 | +36.5% | $10.0M |
| TLN TALEN ENERGY CORP | 22,509 | 25,250 | +12.2% | $9.7M |
| VST VISTRA CORP | 100,000 | 102,300 | +2.3% | $16.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KGS KODIAK GAS SVCS INC | 458,000 | 300,630 | -34.4% | $22.6M |
| IE IVANHOE ELECTRIC INC | 1,240,225 | 495,000 | -60.1% | $4.8M |
CIK 2031590 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
