# Ripple Effect Asset Management LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2031590. Source: https://holderbook.com/funds/2031590-ripple-effect-asset-management-lp/

- Reported value: $431.2M
- Positions: 20
- Weight of the ten largest: 91.8%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $205.4M | 0 | 47.6% | 1 |
| XPLR INFRASTRUCTURE LP | [XIFR](https://holderbook.com/stocks/XIFR/) | $52.8M | 2,767,955 | 12.2% | 5 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $28.1M | 102,300 | 6.5% | 7 |
| ANTERO RESOURCES CORP | [AR](https://holderbook.com/stocks/AR/) | $23.3M | 374,400 | 5.4% | 5 |
| KODIAK GAS SVCS INC | [KGS](https://holderbook.com/stocks/KGS/) | $22.6M | 300,630 | 5.2% | 5 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $17.7M | 237,800 | 4.1% | 5 |
| TALEN ENERGY CORP | [TLN](https://holderbook.com/stocks/TLN/) | $17.4M | 25,250 | 4.0% | 7 |
| SOLARIS ENERGY INFRAS INC | [SEI](https://holderbook.com/stocks/SEI/) | $10.5M | 130,300 | 2.4% | 1 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $10.0M | 86,697 | 2.3% | 5 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $8.1M | 327,970 | 1.9% | 2 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $6.7M | 0 | 1.5% | 1 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $6.0M | 146,300 | 1.4% | 1 |
| DPC HOLDINGS PLC | [DPC](https://holderbook.com/stocks/DPC/) | $4.9M | 100,000 | 1.1% | 1 |
| IVANHOE ELECTRIC INC | [IE](https://holderbook.com/stocks/IE/) | $4.8M | 495,000 | 1.1% | 4 |
| BKV CORP | [BKV](https://holderbook.com/stocks/BKV/) | $3.7M | 135,352 | 0.9% | 2 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $3.2M | 66,800 | 0.7% | 1 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $3.1M | 11,500 | 0.7% | 1 |
| CIPHER DIGITAL INC | [CIFR](https://holderbook.com/stocks/CIFR/) | $2.1M | 84,800 | 0.5% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $854.3K | 5,000 | 0.2% | 1 |
| VENTURE GLOBAL INC | [VG](https://holderbook.com/stocks/VG/) | $86.7K | 7,790 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $431.2M | 20 |
| Q1 2026 | $678.7M | 15 |
| Q4 2025 | $349.0M | 17 |
| Q3 2025 | $511.5M | 19 |
| Q2 2025 | $675.5M | 24 |
| Q1 2025 | $346.9M | 13 |
| Q4 2024 | $360.3M | 14 |