Institutions / Ripple Effect Asset Management LP

Ripple Effect Asset Management LP

CIK 2031590 · Institution · as of Dec 31, 2025

Portfolio value

$125.25M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Kodiak Gas Services, Inc.	—	$40.99M	1,096,000	32.7%
XPLR Infrastructure, LPXIFR	Common Stock	$21.00M	2,100,000	16.8%
Williams Cos Inc/The	—	$19.72M	328,000	15.7%
Ivanhoe Electric IncIE	Common Stock	$15.18M	950,025	12.1%
Cameco Corp	—	$11.89M	130,000	9.5%
Aes Corp	—	$4.30M	300,000	3.4%
Talen Energy Corp	—	$3.75M	10,000	3.0%
NextDecade Corp	—	$3.16M	600,000	2.5%
Vertiv Holdings Co	—	$2.84M	17,500	2.3%
Constellation Energy Corp	—	$1.59M	4,500	1.3%
Hut 8 Corp.	—	$826.9K	18,000	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.