# Ripple Effect Asset Management LP: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 2031590.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $431.2m
- Positions: 24 (24 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2031590/000200032426003375/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $205.4m | 47.6% | 275,000 | Put | New +275,000 |
| [XPLR INFRASTRUCTURE LP (XIFR)](/companies/xifr.md) | COM UNIT PART IN | $32.7m | 7.6% | 2,767,955 |  | Added +229,235 |
| [KODIAK GAS SVCS INC (KGS)](/companies/kgs.md) | COM | $22.6m | 5.2% | 300,630 |  | Reduced −157,370 |
| [XPLR INFRASTRUCTURE LP (XIFR)](/companies/xifr.md) | COM UNIT PART IN | $20.1m | 4.7% | 1,700,000 | Put | Reduced −2,475,000 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $17.7m | 4.1% | 237,800 |  | Added +75,800 |
| [VISTRA CORP (VST)](/companies/vst.md) | COM | $16.2m | 3.8% | 102,300 |  | Added +2,300 |
| [ANTERO RESOURCES CORP (AR)](/companies/ar.md) | COM | $13.2m | 3.1% | 374,400 |  | Added +116,538 |
| [VISTRA CORP (VST)](/companies/vst.md) | COM | $11.9m | 2.8% | 75,000 | Put | Reduced −15,000 |
| [SOLARIS ENERGY INFRAS INC (SEI)](/companies/sei.md) | COM CL A | $10.5m | 2.4% | 130,300 |  | New +130,300 |
| [ANTERO RESOURCES CORP (AR)](/companies/ar.md) | COM | $10.2m | 2.4% | 290,000 | Put | Added +5,000 |
| [HUT 8 CORP (HUT)](/companies/hut.md) | COM | $10.0m | 2.3% | 86,697 |  | Added +23,163 |
| [TALEN ENERGY CORP (TLN)](/companies/tln.md) | COM | $9.7m | 2.2% | 25,250 |  | Added +2,741 |
| [TERAWULF INC (WULF)](/companies/wulf.md) | COM | $8.1m | 1.9% | 327,970 |  | Added +115,600 |
| [TALEN ENERGY CORP (TLN)](/companies/tln.md) | COM | $7.7m | 1.8% | 20,000 | Put | Unchanged |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $6.7m | 1.5% | 200,000 | Put | New +200,000 |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $6.0m | 1.4% | 146,300 |  | New +146,300 |
| DPC HOLDINGS PLC | ORDINARY SHARES | $4.9m | 1.1% | 100,000 |  | New +100,000 |
| [IVANHOE ELECTRIC INC (IE)](/companies/ie.md) | COM | $4.8m | 1.1% | 495,000 |  | Reduced −745,225 |
| [BKV CORP (BKV)](/companies/bkv.md) | COM | $3.7m | 0.9% | 135,352 |  | Added +116,352 |
| [CSX CORP (CSX)](/companies/csx.md) | COM | $3.2m | 0.7% | 66,800 |  | New +66,800 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $3.1m | 0.7% | 11,500 |  | New +11,500 |
| [CIPHER DIGITAL INC (CIFR)](/companies/cifr.md) | COM | $2.1m | 0.5% | 84,800 |  | New +84,800 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $854.3k | 0.2% | 5,000 |  | New +5,000 |
| [VENTURE GLOBAL INC (VG)](/companies/vg.md) | COM CL A | $86.7k | <0.1% | 7,790 |  | New +7,790 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CAMECO CORP (CCJ)](/companies/ccj.md) | COM | $0 | 0.0% | 0 |  | Sold out −78,192 |
| [CAMECO CORP (CCJ)](/companies/ccj.md) | COM | $0 | 0.0% | 0 | Put | Sold out −88,000 |
| [CF INDUSTRIES HOLD (CF)](/companies/cf.md) | COM | $0 | 0.0% | 0 |  | Sold out −38,289 |
| [COMSTOCK RES INC (CRK)](/companies/crk.md) | COM | $0 | 0.0% | 0 | Call | Sold out −665,700 |
| ISHARES TR | RUSSELL 2000 ETF | $0 | 0.0% | 0 | Call | Sold out −1,400,000 |
| [IVANHOE ELECTRIC INC (IE)](/companies/ie.md) | COM | $0 | 0.0% | 0 | Put | Sold out −1,396,600 |
| [KODIAK GAS SVCS INC (KGS)](/companies/kgs.md) | COM | $0 | 0.0% | 0 | Put | Sold out −730,100 |
| [NEXTDECADE CORP (NEXT)](/companies/next.md) | COM | $0 | 0.0% | 0 | Put | Sold out −2,490,500 |
| [NEXTDECADE CORP (NEXT)](/companies/next.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,339,723 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $0 | 0.0% | 0 | Put | Sold out −134,100 |

Source: SEC EDGAR, Form 13F-HR, accession 0002000324-26-003375. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.