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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 $678,659,819 across 24 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 95.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002000324-26-001911

Period
2026-03-31
Reported value
$679M
Holdings
24
Top 10 weight
95.41%
New
10
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VSTnew+100,000$15M
ARnew+257,862$10.9M
NEXTadded+739,723$5.67M
CFnew+38,289$4.97M
XIFRadded+438,720$4.66M

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-638,000-$37.2M
WMBreduced-166,000-$12.1M
CCJreduced-51,808-$5.63M
AESexited-300,000-$4.3M
VRTexited-17,500-$2.84M

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, Q1 2026

Share positions as resolved from 13F-HR 0002000324-26-001911, largest first. % of portfolio is the value over $143,596,711, 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; 2024Q2: restricted; 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 2,538,720$27M18.78%+438,720Timeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 458,000$26.7M18.6%-638,000Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 100,000$15M10.47%newTimeline
IEIVANHOE ELECTRIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,240,225$14.7M10.21%+290,200Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 162,000$11.8M8.21%-166,000Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257,862 shares 257,862$10.9M7.62%newTimeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600,000 shares; 2026Q1: 1,339,723 shares 1,339,723$10.3M7.15%+739,723Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,000 shares; 2025Q1: not reported; 2025Q2: 105,000 shares; 2025Q3: not reported; 2025Q4: 130,000 shares; 2026Q1: 78,192 shares 78,192$8.49M5.91%-51,808Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 22,509$7.19M5%+12,509Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,289 shares 38,289$4.97M3.46%newTimeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,370 shares 212,370$3.06M2.13%newTimeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares; 2025Q4: 18,000 shares; 2026Q1: 63,534 shares 63,534$2.98M2.08%+45,534Timeline
BKVBKV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,000 shares 19,000$542K0.38%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
IWMISHARES TR SHScall1,400,000$347Mnew
XIFRXPLR INFRASTRUCTURE LP COM UNIT PART INput4,175,000$44.3M+1,975,000
KGSKODIAK GAS SVCS INC COMput730,100$42.6M-271,000
NEXTNEXTDECADE CORP COMput2,490,500$19.1M+1,790,500
IEIVANHOE ELECTRIC INC COMMON STOCKput1,396,600$16.5M+596,600
CRKCOMSTOCK RES INC Stockcall665,700$14Mnew
VSTVISTRA CORP Stockput90,000$13.5Mnew
ARANTERO RESOURCES CORP Stockput285,000$12.1Mnew
WMBWILLIAMS COS INC Stockput134,100$9.76M-215,900
CCJCAMECO CORP Stockput88,000$9.56M-62,000
TLNTALEN ENERGY CORP Stockput20,000$6.38Mnew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T77,500$52.8Mput
VSTVISTRA CORP140,000$22.6Mcall
IWMISHARES TR75,000$18.5Mput
ARANTERO RESOURCES CORP250,000$8.62Mcall
AESAES CORP300,000$4.3Mshares
VGVENTURE GLOBAL INC625,000$4.26Mput
CCJCAMECO CORP40,000$3.66Mcall
VRTVERTIV HOLDINGS CO17,500$2.84Mshares
CEGCONSTELLATION ENERGY CORP4,500$1.59Mshares
XIFRXPLR INFRASTRUCTURE LP150,000$1.5Mcall
SMRNUSCALE PWR CORP80,000$1.13Mput

How Q1 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 0002000324-26-001911 base2026-05-14acceptance time not in the bulk data set