Ripple Effect Asset Management LP
Ripple Effect Asset Management LP reported 24 holdings worth US$431M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Ripple Effect Asset Management LP reported 24 holdings worth US$431M as of Jun 30, 2026. Largest: Xplr Infrastructure, Lp, Kodiak Gas Services, Inc. and Williams Companies, Inc. (the). Filed Aug 13, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$431M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Xplr Infrastructure, Lp | 2.77M | US$32.7M | 7.6% |
| Kodiak Gas Services, Inc. | 301K | US$22.6M | 5.2% |
| Williams Companies, Inc. (the) | 238K | US$17.7M | 4.1% |
| Vistra Corp. | 102K | US$16.2M | 3.8% |
| Antero Resources Corporation | 374K | US$13.2M | 3.1% |
| Solaris Energy Infrastructure, Inc. | 130K | US$10.5M | 2.4% |
| Hut 8 Corp. | 86,697 | US$10M | 2.3% |
| Talen Energy Corporation | 25,250 | US$9.7M | 2.2% |
| Terawulf Inc. | 328K | US$8.1M | 1.9% |
| Devon Energy Corporation | 146K | US$6.05M | 1.4% |
| Ivanhoe Electric Inc. | 495K | US$4.76M | 1.1% |
| Bkv Corporation | 135K | US$3.7M | 0.86% |
| Csx Corporation | 66,800 | US$3.18M | 0.74% |
| Union Pacific Corporation | 11,500 | US$3.13M | 0.73% |
| Cipher Digital Inc. | 84,800 | US$2.08M | 0.48% |
| Space Exploration Technologies Corp | 5,000 | US$854K | 0.20% |
| Venture Global, Inc. | 7,790 | US$86,703 | 0.02% |