Ripple Effect Asset Management LP: 13F holdings
CIK 20315902026Q2
| Positions | 20 |
|---|---|
| Reported value | $431.2m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| XIFR XPLR INFRASTRUCTURE LP | 2,767,955 | $32.7m | 7.6% |
| KGS KODIAK GAS SVCS INC | 300,630 | $22.6m | 5.2% |
| WMB WILLIAMS COS INC | 237,800 | $17.7m | 4.1% |
| VST VISTRA CORP | 102,300 | $16.2m | 3.8% |
| AR ANTERO RESOURCES CORP | 374,400 | $13.2m | 3.1% |
| SEI SOLARIS ENERGY INFRAS INC | 130,300 | $10.5m | 2.4% |
| HUT HUT 8 CORP | 86,697 | $10.0m | 2.3% |
| TLN TALEN ENERGY CORP | 25,250 | $9.7m | 2.2% |
| WULF TERAWULF INC | 327,970 | $8.1m | 1.9% |
| DVN DEVON ENERGY CORP NEW | 146,300 | $6.0m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2031590")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.