EdgeMarket › What Ripple Effect Asset Management Lp reported owning
What Ripple Effect Asset Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
678.7MPositions
24Quarter
2026-03-31Shown below
13largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| XIFR XPLR Infrastructure, LP | 27.0M | 4.0% | 2.5M | 11.15 | +9.7% |
| KGS Kodiak Gas Services, Inc. | 26.7M | 3.9% | 458.0K | 61.46 | +66.7% |
| VST Vistra Corp. | 15.0M | 2.2% | 100.0K | 136.21 | -29.4% |
| IE Ivanhoe Electric Inc. | 14.7M | 2.2% | 1.2M | 11.27 | +25.2% |
| WMB WILLIAMS COMPANIES, INC. | 11.8M | 1.7% | 162.0K | 70.49 | +23.2% |
| AR ANTERO RESOURCES Corp | 10.9M | 1.6% | 257.9K | 37.94 | +24.1% |
| NEXT NextDecade Corp | 10.3M | 1.5% | 1.3M | 7.12 | -29.0% |
| CCJ CAMECO CORP | 8.5M | 1.3% | 78.2K | 102.51 | +45.5% |
| TLN Talen Energy Corp | 7.2M | 1.1% | 22.5K | 314.46 | -12.7% |
| CF CF Industries Holdings, Inc. | 5.0M | 0.7% | 38.3K | 129.60 | +51.7% |
| WULF TERAWULF INC. | 3.1M | 0.5% | 212.4K | 15.64 | +68.5% |
| HUT Hut 8 Corp. | 3.0M | 0.4% | 63.5K | 80.86 | +262.4% |
| BKV BKV Corp | 541.9K | 0.1% | 19.0K | 24.20 | +11.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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