Ripple Effect Asset Management LP
Net buyer this quarter
$431M
18
+$12.1M
34.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XIFR | $32.7M | 7.58% | 2.94% | +9.0% | Q2 2025 |
 KGS | $22.6M | 5.24% | 0.30% | -34.4% | Q2 2025 |
 WMB | $17.7M | 4.10% | 0.02% | +46.8% | Q2 2025 |
 VST | $16.2M | 3.76% | 0.03% | +2.3% | Q4 2024 |
 AR | $13.2M | 3.05% | 0.12% | +45.2% | Q1 2026 |
 SEI | $10.5M | 2.43% | Not reported | New | Q2 2026 |
 HUT | $10M | 2.32% | 0.07% | +36.5% | Q3 2025 |
 TLN | $9.7M | 2.25% | 0.05% | +12.2% | Q4 2024 |
 WULF | $8.1M | 1.88% | 0.07% | +54.4% | Q1 2026 |
 DVN | $6.05M | 1.40% | 0.02% | New | Q2 2026 |
 DPC | $4.91M | 1.14% | 0.07% | New | Q2 2026 |
 IE | $4.76M | 1.10% | 0.31% | -60.1% | Q3 2025 |
 BKV | $3.7M | 0.86% | 0.12% | +612.4% | Q1 2026 |
 CSX | $3.18M | 0.74% | 0.00% | New | Q2 2026 |
 UNP | $3.13M | 0.73% | 0.00% | New | Q2 2026 |
 CIFR | $2.08M | 0.48% | 0.02% | Not reported | Q4 2024 |
 SPCX | $854K | 0.20% | Not reported | New | Q2 2026 |
 VG | $86.7K | 0.02% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| XIFR | $27M | 3.97% | 2.69% | +20.9% | Q2 2025 |
| KGS | $26.7M | 3.94% | 0.53% | -58.2% | Q2 2025 |
| VST | $15M | 2.22% | 0.03% | Not reported | Q4 2024 |
| IE | $14.7M | 2.16% | 0.79% | +30.6% | Q3 2025 |
| WMB | $11.8M | 1.74% | 0.01% | -50.6% | Q2 2025 |
| AR | $10.9M | 1.61% | 0.08% | New | Q1 2026 |
 NEXT | $10.3M | 1.51% | 0.51% | +123.3% | Q4 2025 |
 CCJ | $8.49M | 1.25% | 0.02% | -39.9% | Q4 2024 |
| TLN | $7.19M | 1.06% | 0.05% | +125.1% | Q4 2024 |
 CF | $4.97M | 0.73% | 0.02% | New | Q1 2026 |
| WULF | $3.06M | 0.45% | 0.05% | New | Q1 2026 |
| HUT | $2.98M | 0.44% | 0.06% | +253.0% | Q3 2025 |
| BKV | $542K | 0.08% | 0.02% | New | Q1 2026 |
| Q4 2025 | |||||
| KGS | $41M | 11.75% | 1.28% | +161.0% | Q2 2025 |
| XIFR | $21M | 6.02% | 2.23% | +40.0% | Q2 2025 |
| WMB | $19.7M | 5.65% | 0.03% | +143.0% | Q2 2025 |
| IE | $15.2M | 4.35% | 0.65% | +90.0% | Q3 2025 |
| CCJ | $11.9M | 3.41% | 0.03% | Not reported | Q4 2024 |
 AES | $4.3M | 1.23% | 0.04% | New | Q4 2025 |
| TLN | $3.75M | 1.07% | 0.02% | -75.6% | Q4 2024 |
| NEXT | $3.16M | 0.91% | 0.23% | New | Q4 2025 |
 VRT | $2.84M | 0.81% | 0.00% | -62.9% | Q2 2025 |
 CEG | $1.59M | 0.46% | 0.00% | -84.0% | Q4 2024 |
| HUT | $827K | 0.24% | 0.02% | -91.0% | Q3 2025 |
| Q3 2025 | |||||
| VST | $27.9M | 5.45% | 0.04% | Not reported | Q4 2024 |
 EQT | $25.3M | 4.95% | 0.07% | Not reported | Q4 2024 |
| TLN | $17.4M | 3.41% | 0.09% | -25.5% | Q4 2024 |
| KGS | $15.5M | 3.04% | 0.48% | +110.0% | Q2 2025 |
| XIFR | $15.3M | 2.98% | 1.60% | +99.2% | Q2 2025 |
 AM | $9.91M | 1.94% | 0.11% | Not reported | Q4 2024 |
| CEG | $9.23M | 1.80% | 0.01% | +28.7% | Q4 2024 |
| WMB | $8.55M | 1.67% | 0.01% | +19.5% | Q2 2025 |
| VRT | $7.11M | 1.39% | 0.01% | -27.8% | Q2 2025 |
| HUT | $6.96M | 1.36% | 0.19% | New | Q3 2025 |
 GLD | $6.67M | 1.30% | 0.01% | -48.0% | Q2 2025 |
| IE | $6.28M | 1.23% | 0.38% | New | Q3 2025 |
 EXE | $4.8M | 0.94% | 0.02% | -39.7% | Q2 2025 |
 CORZ | $4.65M | 0.91% | 0.08% | Not reported | Q4 2024 |