Ripple Effect Asset Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ripple Effect Asset Management LP disclosed 18 US equity positions worth $169.4m in its Q2 2026 13F filing. The largest position was XIFR at 19.3% of the reported book, followed by KGS and WMB. Against the Q1 2026 filing, it opened 8 new positions, added to 8 and reduced 2 among the top 18 holdings.
What did Ripple Effect Asset Management LP own in Q2 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | XIFR XPLR INFRASTRUCTURE LP | Utilities | 19.3% | $32.7m | 2,767,955 | 9% | added |
| 2 | KGS KODIAK GAS SVCS INC | Energy | 13.3% | $22.6m | 300,630 | -34% | reduced |
| 3 | WMB WILLIAMS COS INC | Energy | 10.4% | $17.7m | 237,800 | 47% | added |
| 4 | VST VISTRA CORP | Utilities | 9.6% | $16.2m | 102,300 | 2% | added |
| 5 | AR ANTERO RESOURCES CORP | Energy | 7.8% | $13.2m | 374,400 | 45% | added |
| 6 | SEI SOLARIS ENERGY INFRAS INC | Energy | 6.2% | $10.5m | 130,300 | – | new |
| 7 | HUT HUT 8 CORP | Financial Services | 5.9% | $10.0m | 86,697 | 36% | added |
| 8 | TLN TALEN ENERGY CORP | Utilities | 5.7% | $9.7m | 25,250 | 12% | added |
| 9 | WULF TERAWULF INC | Financial Services | 4.8% | $8.1m | 327,970 | 54% | added |
| 10 | DVN DEVON ENERGY CORP NEW | Energy | 3.6% | $6.0m | 146,300 | – | new |
| 11 | DPC DPC HOLDINGS PLC | Industrials | 2.9% | $4.9m | 100,000 | – | new |
| 12 | IE IVANHOE ELECTRIC INC | 2.8% | $4.8m | 495,000 | -60% | reduced | |
| 13 | BKV BKV CORP | Energy | 2.2% | $3.7m | 135,352 | 612% | added |
| 14 | CSX CSX CORP | Industrials | 1.9% | $3.2m | 66,800 | – | new |
| 15 | UNP UNION PAC CORP | Industrials | 1.8% | $3.1m | 11,500 | – | new |
| 16 | CIFR CIPHER DIGITAL INC | Technology | 1.2% | $2.1m | 84,800 | – | new |
| 17 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 0.5% | $854.3k | 5,000 | – | new |
| 18 | VG VENTURE GLOBAL INC | Energy | 0.1% | $86.7k | 7,790 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.