Ripple Effect Asset Management LP
21 holdingsFiling period: 2026-06-30Current AUM: $402.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 275.0K | $205.4M | $209.0M | 51.99% | -- | 2026-06-30 |
| 2 | XIFR | Xplr Infrastructure LP | 4.47M | $52.8M | $42.3M | 10.53% | -2,245,765 | 2026-06-30 |
| 3 | VST | Vistra Corp | 177.3K | $28.1M | $24.8M | 6.18% | -12,700 | 2026-06-30 |
| 4 | AR | Antero Resources Corp | 664.4K | $23.3M | $26.7M | 6.64% | +121.5K | 2026-06-30 |
| 5 | KGS | Kodiak Gas Svcs Inc | 300.6K | $22.6M | $13.3M | 3.31% | -887,470 | 2026-06-30 |
| 6 | WMB | Williams Cos Inc | 237.8K | $17.7M | $17.1M | 4.24% | -58,300 | 2026-06-30 |
| 7 | TLN | Talen Energy Corp | 45.3K | $17.4M | $14.8M | 3.69% | +2.7K | 2026-06-30 |
| 8 | SEI | Solaris Energy Infras Inc | 130.3K | $10.5M | $7.7M | 1.90% | -- | 2026-06-30 |
| 9 | HUT | Hut 8 Corp | 86.7K | $10.0M | $5.3M | 1.32% | +23.2K | 2026-06-30 |
| 10 | WULF | Terawulf Inc | 328.0K | $8.1M | $3.7M | 0.92% | +115.6K | 2026-06-30 |
| 11 | IBIT | iShares Bitcoin Trust ETF | 200.0K | $6.7M | $9.2M | 2.29% | -- | 2026-06-30 |
| 12 | DVN | Devon Energy Corp New | 146.3K | $6.0M | $7.5M | 1.87% | -- | 2026-06-30 |
| 13 | — | Dpc Holdings PLC | 100.0K | $4.9M | $4.9M | 1.22% | -- | 2026-06-30 |
| 14 | IE | Ivanhoe Electric Inc | 495.0K | $4.8M | $3.9M | 0.97% | -2,141,825 | 2026-06-30 |
| 15 | BKV | Bkv Corp | 135.4K | $3.7M | $2.8M | 0.69% | +116.4K | 2026-06-30 |
| 16 | CSX | Csx Corp | 66.8K | $3.2M | $3.4M | 0.84% | -- | 2026-06-30 |
| 17 | UNP | Union Pac Corp | 11.5K | $3.1M | $3.4M | 0.84% | -- | 2026-06-30 |
| 18 | CIFR | Cipher Digital Inc | 84.8K | $2.1M | $673K | 0.17% | -- | 2026-06-30 |
| 19 | SPCX | Space Exploration Techn Corp | 5.0K | $854K | $737K | 0.18% | -- | 2026-06-30 |
| 20 | SPCX | Space Exploration Techn Corp | 5.0K | $854K | $737K | 0.18% | -- | 2026-06-30 |
| 21 | VG | Venture Global Inc | 7.8K | $86K | $108K | 0.03% | -- | 2026-06-30 |
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