Ripple Effect Asset Management LP
CIK 0002031590 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
SPYPUT
STATE STR SPDR S&P 500 ETF T
47.6%
XIFR
XPLR INFRASTRUCTURE LP
7.6%
KGS
KODIAK GAS SVCS INC
5.2%
XIFRPUT
XPLR INFRASTRUCTURE LP
4.7%
WMB
WILLIAMS COS INC
4.1%
VST
VISTRA CORP
3.8%
AR
ANTERO RESOURCES CORP
3.1%
VSTPUT
VISTRA CORP
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.