Q2 2026 13F · SEC CIK 2031590
Ripple Effect Asset Management LP
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $169.4M
- Reported positions
- 18
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $218.4M
Ripple Effect Asset Management LP is a hedge fund that reported 18 positions worth $169.4M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Xplr Infrastructure LP (XIFR, 19.3%), Kodiak Gas Svcs Inc (KGS, 13.3%), Williams Cos (WMB, 10.4%).
Ripple Effect Asset Management LP holdings all 18 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| XIFRXplr Infrastructure LP | 19.3% | +9.0% | $32.7M |
| KGSKodiak Gas Svcs Inc | 13.3% | -34.4% | $22.6M |
| WMBWilliams Cos | 10.4% | +46.8% | $17.7M |
| VSTVistra Corp | 9.6% | +2.3% | $16.2M |
| ARAntero Resources Corp | 7.8% | +45.2% | $13.2M |
| SOISolaris Energy Infrastructure Inc | 6.2% | — | $10.5M |
| HUTHut 8 Corp | 5.9% | +36.5% | $10.0M |
| TLNTalen Energy Corp | 5.7% | +12.2% | $9.7M |
| WULFTerawulf Inc | 4.8% | +54.4% | $8.1M |
| DVNDevon Energy Corp New | 3.6% | — | $6.0M |
| DPCDpc Holdings PLC | 2.9% | — | $4.9M |
| IEIvanhoe Electric Inc | 2.8% | -60.1% | $4.8M |
| BKVBkv Corp | 2.2% | +612.4% | $3.7M |
| CSXCsx Corp | 1.9% | — | $3.2M |
| UNPUnion Pac Corp | 1.8% | — | $3.1M |
| CIFRCipher Digital Inc | 1.2% | — | $2.1M |
| SPCXSpace Exploration Techn Corp | 0.5% | — | $854K |
| VGVenture Global Inc | 0.1% | — | $87K |
What Ripple Effect Asset Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
- SOI Solaris Energy Infrastructure Inc6.2% of 13F
- DVN Devon Energy Corp New3.6% of 13F
- DPC Dpc Holdings PLC2.9% of 13F
- CSX Csx Corp1.9% of 13F
- UNP Union Pac Corp1.8% of 13F
- CIFR Cipher Digital Inc1.2% of 13F
- SPCX Space Exploration Techn Corp0.5% of 13F
- VG Venture Global Inc0.1% of 13F
Added to
- BKV Bkv Corp+612.4% shares
- WULF Terawulf Inc+54.4% shares
- WMB Williams Cos+46.8% shares
- AR Antero Resources Corp+45.2% shares
- HUT Hut 8 Corp+36.5% shares
- TLN Talen Energy Corp+12.2% shares
- XIFR Xplr Infrastructure LP+9.0% shares
Reduced
- IE Ivanhoe Electric Inc-60.1% shares
- KGS Kodiak Gas Svcs Inc-34.4% shares
Sold out
- NEXT Nextdecade Corpwas 7.1%
- CCJ Cameco Corpwas 5.9%
- CF Cf Industries Holdwas 3.5%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +5.5% /yr
- S&P 500 +11.7%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $169.4M | 18 |
| Q1 2026 | $143.6M | 13 |
| Q4 2025 | $125.2M | 11 |
| Q3 2025 | $173.7M | 15 |
| Q2 2025 | $175.3M | 17 |
| Q1 2025 | $83.4M | 7 |
| Q4 2024 | $73.5M | 11 |
Questions about Ripple Effect Asset Management LP's portfolio
What stocks does Ripple Effect Asset Management LP own?
Ripple Effect Asset Management LP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 18 positions worth $169.4M. The largest are Xplr Infrastructure LP (XIFR) at 19.3%, Kodiak Gas Svcs Inc (KGS) at 13.3%, Williams Cos (WMB) at 10.4%, Vistra Corp (VST) at 9.6% and Antero Resources Corp (AR) at 7.8%.
What did Ripple Effect Asset Management LP buy last quarter?
In Q2 2026, Ripple Effect Asset Management LP added a new position in Solaris Energy Infrastructure Inc (SOI), a new position in Devon Energy Corp New (DVN), a new position in Dpc Holdings PLC (DPC), a new position in Csx Corp (CSX), a new position in Union Pac Corp (UNP), Bkv Corp (BKV) (+612.4% shares), Terawulf Inc (WULF) (+54.4% shares) and Williams Cos (WMB) (+46.8% shares), compared with its Q1 2026 filing.
What did Ripple Effect Asset Management LP sell last quarter?
In Q2 2026, Ripple Effect Asset Management LP sold all of Nextdecade Corp (NEXT), sold all of Cameco Corp (CCJ), sold all of Cf Industries Hold (CF), Ivanhoe Electric Inc (IE) (-60.1% shares) and Kodiak Gas Svcs Inc (KGS) (-34.4% shares), compared with its Q1 2026 filing.
When is Ripple Effect Asset Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Ripple Effect Asset Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Ripple Effect Asset Management LP manage?
Ripple Effect Asset Management LP reported $218.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $169.4M.