StockDriftsStockDriftsTop 16 Ripple Effect Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XIFR | XPLR INFRASTRUCTURE LP | 19.3% | 2.77M | $32.7M | +9.03%(+229.24K) | $9.61(+20.46%) | 2026-06-30 | |
| KGS | KODIAK GAS SVCS INC | 13.34% | 300.6K | $22.6M | -34.36%(-157.37K) | $36.64(+70.26%) | 2026-06-30 | |
| WMB | WILLIAMS COS INC | 10.44% | 237.8K | $17.7M | +46.79%(+75.80K) | $65.34(+11.78%) | 2026-06-30 | |
| VST | VISTRA CORP | 9.58% | 102.3K | $16.2M | +2.30%(+2.30K) | $129.82(+12.78%) | 2026-06-30 | |
| AR | ANTERO RESOURCES CORP | 7.77% | 374.4K | $13.2M | +45.19%(+116.54K) | $38.83(-5.19%) | 2026-06-30 | |
| SEI | SOLARIS ENERGY INFRAS INC | 6.19% | 130.3K | $10.5M | new | $66.65(-8.05%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 5.91% | 86.7K | $10.0M | +36.46%(+23.16K) | $51.06(+62.47%) | 2026-06-30 | |
| TLN | TALEN ENERGY CORP | 5.73% | 25.3K | $9.7M | +12.18%(+2.74K) | $286.44(+25.12%) | 2026-06-30 | |
| WULF | TERAWULF INC | 4.78% | 328.0K | $8.1M | +54.43%(+115.60K) | $15.16(+7.59%) | 2026-06-30 | |
| DVN | DEVON ENERGY CORP NEW | 3.57% | 146.3K | $6.0M | new | $46.42(-4.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +71.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.93% |
Ripple Effect Asset Management LP reports $431.24M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are XIFR (19.3%), KGS (13.3%) and WMB (10.4%). The top 20 holdings account for 96.61% of reported assets. Its disclosed equity book has returned +71.56% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ripple Effect Asset Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031590). View Ripple Effect Asset Management LP’s 13F filings on SEC