Ripple Effect Asset Management LP 13F Holdings · Q2 2026
Ripple Effect Asset Management LP reported 18 securities worth $431.24M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (47.62%), XIFR (12.24%), VST (6.52%). Among its top 25 positions this quarter: 10 new, 5 added, 5 trimmed, 5 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $205.4M | 47.62% | 275,000 | New |
| 2 | XIFR | XPLR INFRASTRUCTURE LP | $52.8M | 12.24% | 4.5M | Trimmed |
| 3 | VST | VISTRA CORP | $28.1M | 6.52% | 177,300 | Trimmed |
| 4 | AR | ANTERO RESOURCES CORP | $23.3M | 5.41% | 664,400 | Added |
| 5 | KGS | KODIAK GAS SVCS INC | $22.6M | 5.24% | 300,630 | Trimmed |
| 6 | WMB | WILLIAMS COS INC | $17.7M | 4.10% | 237,800 | Trimmed |
| 7 | TLN | TALEN ENERGY CORP | $17.4M | 4.03% | 45,250 | Added |
| 8 | SEI | SOLARIS ENERGY INFRAS INC | $10.5M | 2.43% | 130,300 | New |
| 9 | HUT | HUT 8 CORP | $10.0M | 2.32% | 86,697 | Added |
| 10 | WULF | TERAWULF INC | $8.1M | 1.88% | 327,970 | Added |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | $6.7M | 1.54% | 200,000 | New |
| 12 | DVN | DEVON ENERGY CORP NEW | $6.0M | 1.40% | 146,300 | New |
| 13 | DPC | DPC HOLDINGS PLC | $4.9M | 1.14% | 100,000 | New |
| 14 | IE | IVANHOE ELECTRIC INC | $4.8M | 1.10% | 495,000 | Trimmed |
| 15 | BKV | BKV CORP | $3.7M | 0.86% | 135,352 | Added |
| 16 | CSX | CSX CORP | $3.2M | 0.74% | 66,800 | New |
| 17 | UNP | UNION PAC CORP | $3.1M | 0.73% | 11,500 | New |
| 18 | CIFR | CIPHER DIGITAL INC | $2.1M | 0.48% | 84,800 | New |
| 19 | SPCX | SPACE EXPLORATION TECHN CORP | $854,300 | 0.20% | 5,000 | New |
| 20 | VG | VENTURE GLOBAL INC | $86,703 | 0.02% | 7,790 | New |
| 21 | CCJ | CAMECO CORP | $0 | 0.00% | 0 | Exited |
| 22 | CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | Exited |
| 23 | CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | Exited |
| 24 | IWM | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 25 | NEXT | NEXTDECADE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR