DOSSIER · 13F-HR · Q2 2026

Ripple Effect Asset Management LP

$431M in tracked AUM across 24 positions as of Q2 2026.

RE
CIK 0002031590 · last filed Jun 30, 2026
Total AUM
$431M
as of Q2 2026
Holdings
24
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Ripple Effect Asset Management LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$205M275K47.6%
02
XIFR
XPLR INFRASTRUCTURE LP
$53M4.5M12.2%
03
VST
VISTRA CORP
$28M177K6.5%
04
AR
ANTERO RESOURCES CORP
$23M664K5.4%
05
KGS
KODIAK GAS SVCS INC
$23M301K5.2%
06
WMB
WILLIAMS COS INC
$18M238K4.1%
07
TLN
TALEN ENERGY CORP
$17M45K4.0%
08
SEI
SOLARIS ENERGY INFRAS INC
$10M130K2.4%
09
HUT
HUT 8 CORP
$10M87K2.3%
10
WULF
TERAWULF INC
$8M328K1.9%

Filing history

2026Q2Jun 30
$431M 36.5%
24 positionsView →
2026Q1Mar 31
$679M 94.5%
24 positionsView →
2025Q4Dec 31
$349M 8.7%
25 positionsView →
2025Q3Sep 30
$382M 43.4%
31 positionsView →
2025Q2Jun 30
$676M 94.7%
43 positionsLocked
2025Q1Mar 31
$347M 3.7%
21 positionsLocked
2024Q4Dec 31
$360M
26 positionsLocked