Institutional Fund
Ripple Effect Asset Management LP
New York, NYCIK 20315905 filings on record
Portfolio Value
$143.60M
Q1 2026
Holdings
13
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+14.7%
from $125.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Xplr Infrastructure LP18.8%
- Kodiak Gas Svcs Inc18.6%
- Vistra Corp10.5%
- Ivanhoe Electric Inc10.2%
- Williams Cos Inc8.2%
- Antero Resources Corp7.6%
- Other26.1%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Xplr Infrastructure LP | 2.54M | $26.96M | 18.8% | +438.7K | Added |
| 2 | Kodiak Gas Svcs Inc | 458.0K | $26.71M | 18.6% | −638.0K | Reduced |
| 3 | Vistra Corp | 100.0K | $15.03M | 10.5% | +100.0K | New |
| 4 | Ivanhoe Electric Inc | 1.24M | $14.66M | 10.2% | +290.2K | Added |
| 5 | Williams Cos Inc | 162.0K | $11.79M | 8.2% | −166.0K | Reduced |
| 6 | Antero Resources Corp | 257.9K | $10.94M | 7.6% | +257.9K | New |
| 7 | Nextdecade Corp | 1.34M | $10.26M | 7.1% | +739.7K | Added |
| 8 | Cameco Corp | 78.2K | $8.49M | 5.9% | −51.8K | Reduced |
| 9 | Talen Energy Corp | 22.5K | $7.19M | 5.0% | +12.5K | Added |
| 10 | Cf Inds Hldgs Inc | 38.3K | $4.97M | 3.5% | +38.3K | New |
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