account_balance
Investment manager · 13F filer · SEC CIK 2031590
Ripple Effect Asset Management LP
Reported value$169Mas of Jun 30, 2026
Positions18 8 new, 3 sold out
Top 10 weight86.6%XIFR alone is 19%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
XIFRXPLR Infrastructure LP
19.3%Added +9%
KGSKodiak Gas SVCS Inc
13.3%Trimmed −34%
WMBWilliams Cos Inc
10.4%Added +47%
VSTVistra Corp
9.6%Added +2%
ARAntero Resources Corp
7.8%Added +45%
SEISolaris Energy Infras Inc
6.2%New
HUTHut 8 Corp
5.9%Added +36%
TLNTalen Energy Corp
5.7%Added +12%
WULFTerawulf Inc
4.8%Added +54%
DVNDevon Energy Corp New
3.6%New
DPC2.9%IE2.8%XIFRXPLR Infrastructure LP
19.3%Added +9%
KGSKodiak Gas SVCS Inc
13.3%Trimmed −34%
WMB10.4%VST9.6%AR7.8%SEI6.2%HUT5.9%TLN5.7%WULF4.8%DVN3.6%DPC2.9%IEBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XIFR XPLR Infrastructure LP 19.3% Added +9%KGS Kodiak Gas SVCS Inc 13.3% Trimmed −34%WMB Williams Cos Inc 10.4% Added +47%VST Vistra Corp 9.6% Added +2%AR Antero Resources Corp 7.8% Added +45%SEI Solaris Energy Infras Inc 6.2% NewHUT Hut 8 Corp 5.9% Added +36%TLN Talen Energy Corp 5.7% Added +12%WULF Terawulf Inc 4.8% Added +54%DVN Devon Energy Corp New 3.6% NewDPC DPC Holdings PLC 2.9% NewIE Ivanhoe Electric Inc 2.8% Trimmed −60%
What changed