Ripple Effect Asset Management LP

CIK 0002031590 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Ripple Effect Asset Management LP reported 24 positions worth $431.2M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SPY (47.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$431.2M
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.6%
Est. Net Flow (Q)
2026 Q2
10 / 24 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TPUT$205.4M47.62%275,000
2XIFRXPLR INFRASTRUCTURE LPSH$32.7M7.58%2,767,955
3KGSKODIAK GAS SVCS INCSH$22.6M5.24%300,630
4XIFRXPLR INFRASTRUCTURE LPPUT$20.1M4.66%1,700,000
5WMBWILLIAMS COS INCSH$17.7M4.10%237,800
6VSTVISTRA CORPSH$16.2M3.76%102,300
7ARANTERO RESOURCES CORPSH$13.2M3.05%374,400
8VSTVISTRA CORPPUT$11.9M2.76%75,000
9SEISOLARIS ENERGY INFRAS INCSH$10.5M2.43%130,300
10ARANTERO RESOURCES CORPPUT$10.2M2.36%290,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ripple Effect Asset Management LP hold as of Q2 2026?

Ripple Effect Asset Management LP reported 24 positions worth $431.2M in its Q2 2026 13F filing. Largest positions: SPY (47.6%), XIFR (7.6%), KGS (5.2%), XIFR (4.7%) and WMB (4.1%).

What did Ripple Effect Asset Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ripple Effect Asset Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.