Ripple Effect Asset Management LP — 13F holdings

Ripple Effect Asset Management LP reported 24 holdings worth $431M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $205M (47.6%)
2. XIFR XPLR INFRASTRUCTURE LP — $52.8M (12.2%)
3. VST VISTRA CORP — $28.1M (6.5%)
4. AR ANTERO RESOURCES CORP — $23.3M (5.4%)
5. KGS KODIAK GAS SVCS INC — $22.6M (5.2%)
6. WMB WILLIAMS COS INC — $17.7M (4.1%)
7. TLN TALEN ENERGY CORP — $17.4M (4.0%)
8. SEI SOLARIS ENERGY INFRAS INC — $10.5M (2.4%)
9. HUT HUT 8 CORP — $10.0M (2.3%)
10. WULF TERAWULF INC — $8.10M (1.9%)