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Ripple Effect Asset Management LP

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13F filer, CIK 2031590, New York, NY

Ripple Effect Asset Management LP reported $431,236,999 across 24 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 86.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002000324-26-003375

Period
2026-06-30
Reported value
$431M
Holdings
24
Top 10 weight
86.6%
New
10
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEInew+130,300$10.5M
DVNnew+146,300$6.05M
WMBadded+75,800$5.63M
DPCnew+100,000$4.91M
ARadded+116,538$4.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KGSreduced-157,370-$11.8M
NEXTexited-1,339,723-$10.3M
CCJexited-78,192-$8.49M
IEreduced-745,225-$7.16M
CFexited-38,289-$4.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002000324-26-003375, largest first. % of portfolio is the value over $169,367,199, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
XIFRXPLR INFRASTRUCTURE LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753,125 shares; 2025Q3: 1,500,000 shares; 2025Q4: 2,100,000 shares; 2026Q1: 2,538,720 shares; 2026Q2: 2,767,955 shares 2,767,955$32.7M19.3%+229,235Timeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200,000 shares; 2025Q3: 420,000 shares; 2025Q4: 1,096,000 shares; 2026Q1: 458,000 shares; 2026Q2: 300,630 shares 300,630$22.6M13.34%-157,370Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,000 shares; 2025Q3: 135,000 shares; 2025Q4: 328,000 shares; 2026Q1: 162,000 shares; 2026Q2: 237,800 shares 237,800$17.7M10.44%+75,800Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,000 shares; 2025Q1: 136,000 shares; 2025Q2: 142,400 shares; 2025Q3: 142,400 shares; 2025Q4: not reported; 2026Q1: 100,000 shares; 2026Q2: 102,300 shares 102,300$16.2M9.58%+2,300Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257,862 shares; 2026Q2: 374,400 shares 374,400$13.2M7.77%+116,538Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130,300 shares 130,300$10.5M6.19%newTimeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares; 2025Q4: 18,000 shares; 2026Q1: 63,534 shares; 2026Q2: 86,697 shares 86,697$10M5.91%+23,163Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,000 shares; 2025Q1: 61,500 shares; 2025Q2: 55,000 shares; 2025Q3: 40,960 shares; 2025Q4: 10,000 shares; 2026Q1: 22,509 shares; 2026Q2: 25,250 shares 25,250$9.7M5.73%+2,741Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,370 shares; 2026Q2: 327,970 shares 327,970$8.1M4.78%+115,600Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,300 shares 146,300$6.05M3.57%newTimeline
DPCDPC HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000$4.91M2.9%newTimeline
IEIVANHOE ELECTRIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500,000 shares; 2025Q4: 950,025 shares; 2026Q1: 1,240,225 shares; 2026Q2: 495,000 shares 495,000$4.76M2.81%-745,225Timeline
BKVBKV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,000 shares; 2026Q2: 135,352 shares 135,352$3.7M2.19%+116,352Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66,800 shares 66,800$3.18M1.87%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,500 shares 11,500$3.13M1.85%newTimeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,800 shares 84,800$2.08M1.23%newTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000$854K0.5%newTimeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,790 shares 7,790$86.7K0.05%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput275,000$205Mnew
XIFRXPLR INFRASTRUCTURE LP COM UNIT PART INput1,700,000$20.1M-2,475,000
VSTVISTRA CORP Stockput75,000$11.9M-15,000
ARANTERO RESOURCES CORP Stockput290,000$10.2M+5,000
TLNTALEN ENERGY CORP Stockput20,000$7.69M0
IBITISHARES BITCOIN TRUST ETF SHSput200,000$6.66Mnew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IWMISHARES TR1,400,000$347Mcall
KGSKODIAK GAS SVCS INC730,100$42.6Mput
NEXTNEXTDECADE CORP2,490,500$19.1Mput
IEIVANHOE ELECTRIC INC1,396,600$16.5Mput
CRKCOMSTOCK RES INC665,700$14Mcall
NEXTNEXTDECADE CORP1,339,723$10.3Mshares
WMBWILLIAMS COS INC134,100$9.76Mput
CCJCAMECO CORP88,000$9.56Mput
CCJCAMECO CORP78,192$8.49Mshares
CFCF INDUSTRIES HOLD38,289$4.97Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002000324-26-003375 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002000324-26-003375 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0002000324-26-001911 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0002000324-26-000445 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001999371-25-017738 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000902664-25-003688 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000902664-25-002327 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0000902664-25-000932 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set