IE
Insider Edges

RIPPLE EFFECT ASSET MANAGEMENT LP 13F portfolio summary

RIPPLE EFFECT ASSET MANAGEMENT LP of RIPPLE EFFECT ASSET MANAGEMENT LP has 24 current stock holdings with a reported portfolio value of $431.2M. The portfolio 1 year return is +28.19%. Top holdings include KGS (5.24%), WMB (4.10%), VST (3.76%), AR (3.05%), SEI (2.43%).

Back to investors

RIPPLE EFFECT ASSET MANAGEMENT LP

RIPPLE EFFECT ASSET MANAGEMENT LP
Latest filing: 2026-06-30

RIPPLE EFFECT ASSET MANAGEMENT LP runs RIPPLE EFFECT ASSET MANAGEMENT LP and currently holds 24 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $431.24M. Their top holdings are KGS, WMB, VST, AR, SEI. The top five represent 18.6% of reported portfolio weight. RIPPLE EFFECT ASSET MANAGEMENT LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, RIPPLE EFFECT ASSET MANAGEMENT LP initiated 7 new positions. They added to 6 existing positions. They trimmed 2 positions. Their current best-performing preview position is HUT with returns of +146.11%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
KGS5.2%
WMB4.1%
VST3.8%
AR3.1%
SEI2.4%
Top 5: 18.6%
Portfolio Returns
1 Year
+28.19%
#0/1000
3 Year
+43.03%
#0/1000
5 Year
+43.03%
#0/1000

Portfolio Value

$431.24M

Alpha Score

36.1

#0 of 1000

Holdings

24

Showper page

24 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
KGS
KODIAK GAS SVCS INC
5.24%$36.74$61.49+67.37%
Trimmed
-34.36%
WMB
WILLIAMS COS INC
4.10%$65.43$70.50+7.75%
Added
+46.79%
VST
VISTRA CORP
3.76%$150.52$136.22-9.50%
Added
+2.30%
AR
ANTERO RESOURCES CORP
3.05%$40.17$37.94-5.56%
Added
+45.19%
SEI
SOLARIS ENERGY INFRAS INC
2.43%$80.46$53.32-33.73%
New Buy
HUT
HUT 8 CORP
2.32%$62.71$80.86+28.94%
Added
+36.46%
TLN
TALEN ENERGY CORP
2.25%$279.40$314.46+12.55%
Added
+12.18%
WULF
TERAWULF INC
1.88%$18.05$15.64-13.35%
Added
+54.43%
DVN
DEVON ENERGY CORP NEW
1.40%$41.32$49.10+18.83%
New Buy
IE
IVANHOE ELECTRIC INC
1.10%$13.62$11.27-17.29%
Trimmed
-60.09%

Showing 1-10 of 24