Ripple Effect Asset Management LP
CIK 2031590
13F filing for Q2 2026・No. 4,295
- Holdings
- US$431.24M
- Quarter change
- −US$247.42M
- Entries
- 24
- Net bought (estimate)
- +US$10.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 3
- Cut 2
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
18 stocks worth US$169.37M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| XPLR INFRASTRUCTURE LPCOM UNIT PART IN | Added | 2,767,955 | US$32.69M | 19.30% |
| KGSKODIAK GAS SVCS INCCOM | Cut | 300,630 | US$22.59M | 13.34% |
| WMBWILLIAMS COS INCCOM | Added | 237,800 | US$17.68M | 10.44% |
| VSTVISTRA CORPCOM | Added | 102,300 | US$16.23M | 9.58% |
| ARANTERO RESOURCES CORPCOM | Added | 374,400 | US$13.16M | 7.77% |
| SEISOLARIS ENERGY INFRAS INCCOM CL A | New | 130,300 | US$10.48M | 6.19% |
| HUTHUT 8 CORPCOM | Added | 86,697 | US$10.01M | 5.91% |
| TLNTALEN ENERGY CORPCOM | Added | 25,250 | US$9.7M | 5.73% |
| WULFTERAWULF INCCOM | Added | 327,970 | US$8.1M | 4.78% |
| DVNDEVON ENERGY CORP NEWCOM | New | 146,300 | US$6.05M | 3.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.