Filed: 8/13/2026ACC: 0002000324-26-003375
📋 What this filing means
RIPPLE EFFECT ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $431.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$431.24M
Total AUM (reported)
7.97M
Total Shares
Allocation by class
TR UNIT$205.36M47.6%
COM$150.12M34.8%
COM UNIT PART IN$52.77M12.2%
COM CL A$10.57M2.5%
SHS BEN INT$6.66M1.5%
ORDINARY SHARES$4.91M1.1%
CLASS A COM STK$854.3K0.2%
Portfolio Concentration
Top 3$286.25M66.4%
4–10$109.59M25.4%
11–25$35.39M8.2%
Top 3 weight
66.4%
Top 10 weight
91.8%
Voting Authority Distribution
Total shares with voting rights: 7.97M
Sole
Full voting authority
7.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares275K
TypeSH
Market value$205.36M
47.62%
Sole
275K
Shared
0.00
None
0.00
XPLR INFRASTRUCTURE LP
SOLEShares4.47M
TypeSH
Market value$52.77M
12.24%
Sole
4.47M
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares177.30K
TypeSH
Market value$28.13M
6.52%
Sole
177.30K
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares664.40K
TypeSH
Market value$23.35M
5.41%
Sole
664.40K
Shared
0.00
None
0.00
KODIAK GAS SVCS INC
SOLEShares300.63K
TypeSH
Market value$22.59M
5.24%
Sole
300.63K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares237.80K
TypeSH
Market value$17.68M
4.10%
Sole
237.80K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares45.25K
TypeSH
Market value$17.39M
4.03%
Sole
45.25K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares130.30K
TypeSH
Market value$10.48M
2.43%
Sole
130.30K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares86.70K
TypeSH
Market value$10.01M
2.32%
Sole
86.70K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares327.97K
TypeSH
Market value$8.10M
1.88%
Sole
327.97K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares200K
TypeSH
Market value$6.66M
1.54%
Sole
200K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares146.30K
TypeSH
Market value$6.05M
1.40%
Sole
146.30K
Shared
0.00
None
0.00
DPC HOLDINGS PLC
SOLEShares100K
TypeSH
Market value$4.91M
1.14%
Sole
100K
Shared
0.00
None
0.00
IVANHOE ELECTRIC INC
SOLEShares495K
TypeSH
Market value$4.76M
1.10%
Sole
495K
Shared
0.00
None
0.00
BKV CORP
SOLEShares135.35K
TypeSH
Market value$3.70M
0.86%
Sole
135.35K
Shared
0.00
None
0.00
CSX CORP
SOLEShares66.80K
TypeSH
Market value$3.18M
0.74%
Sole
66.80K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares11.50K
TypeSH
Market value$3.13M
0.73%
Sole
11.50K
Shared
0.00
None
0.00
CIPHER DIGITAL INC
SOLEShares84.80K
TypeSH
Market value$2.08M
0.48%
Sole
84.80K
Shared
0.00
None
0.00
SPACE EXPLORATION TECHN CORP
SOLEShares5K
TypeSH
Market value$854.3K
0.20%
Sole
5K
Shared
0.00
None
0.00
VENTURE GLOBAL INC
SOLEShares7.79K
TypeSH
Market value$86.7K
0.02%
Sole
7.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 275K | SH | $205.36M 47.62% | 275K | 0.00 | 0.00 |
XPLR INFRASTRUCTURE LPSOLE | COM UNIT PART IN | 4.47M | SH | $52.77M 12.24% | 4.47M | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 177.30K | SH | $28.13M 6.52% | 177.30K | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 664.40K | SH | $23.35M 5.41% | 664.40K | 0.00 | 0.00 |
KODIAK GAS SVCS INCSOLE | COM | 300.63K | SH | $22.59M 5.24% | 300.63K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 237.80K | SH | $17.68M 4.10% | 237.80K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 45.25K | SH | $17.39M 4.03% | 45.25K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 130.30K | SH | $10.48M 2.43% | 130.30K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 86.70K | SH | $10.01M 2.32% | 86.70K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 327.97K | SH | $8.10M 1.88% | 327.97K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 200K | SH | $6.66M 1.54% | 200K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 146.30K | SH | $6.05M 1.40% | 146.30K | 0.00 | 0.00 |
DPC HOLDINGS PLCSOLE | ORDINARY SHARES | 100K | SH | $4.91M 1.14% | 100K | 0.00 | 0.00 |
IVANHOE ELECTRIC INCSOLE | COM | 495K | SH | $4.76M 1.10% | 495K | 0.00 | 0.00 |
BKV CORPSOLE | COM | 135.35K | SH | $3.70M 0.86% | 135.35K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 66.80K | SH | $3.18M 0.74% | 66.80K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 11.50K | SH | $3.13M 0.73% | 11.50K | 0.00 | 0.00 |
CIPHER DIGITAL INCSOLE | COM | 84.80K | SH | $2.08M 0.48% | 84.80K | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 5K | SH | $854.3K 0.20% | 5K | 0.00 | 0.00 |
VENTURE GLOBAL INCSOLE | COM CL A | 7.79K | SH | $86.7K 0.02% | 7.79K | 0.00 | 0.00 |