RIPPLE EFFECT ASSET MANAGEMENT LP
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%.
24 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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% |
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