Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ripple Effect Asset Management LP (CIK 2031590) reported $678.7M across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWM ($347.2M, 51.16%), NEP ($71.3M, 10.51%), KGS ($69.3M, 10.21%), IE ($31.2M, 4.59%), NEXT ($29.3M, 4.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | $347.2M | 51.16% | 1.4M | Added |
| 2 | NEP | XPLR INFRASTRUCTURE LP | $71.3M | 10.51% | 6.7M | Added |
| 3 | KGS | KODIAK GAS SVCS INC | $69.3M | 10.21% | 1.2M | Trimmed |
| 4 | IE | IVANHOE ELECTRIC INC | $31.2M | 4.59% | 2.6M | Added |
| 5 | NEXT | NEXTDECADE CORP | $29.3M | 4.32% | 3.8M | Added |
| 6 | VST | VISTRA CORP | $28.6M | 4.21% | 190,000 | Added |
| 7 | AR | ANTERO RESOURCES CORP | $23.0M | 3.39% | 542,862 | Added |
| 8 | WMB | WILLIAMS COS INC | $21.6M | 3.18% | 296,100 | Trimmed |
| 9 | CCJ | CAMECO CORP | $18.1M | 2.66% | 166,192 | Trimmed |
| 10 | CRK | COMSTOCK RES INC | $14.0M | 2.07% | 665,700 | New |
| 11 | TLN | TALEN ENERGY CORP | $13.6M | 2.00% | 42,509 | Added |
| 12 | CF | CF INDUSTRIES HOLD | $5.0M | 0.73% | 38,289 | New |
| 13 | WULF | TERAWULF INC | $3.1M | 0.45% | 212,370 | New |
| 14 | HUT | HUT 8 CORP | $3.0M | 0.44% | 63,534 | Added |
| 15 | BKV | BKV CORP | $541,880 | 0.08% | 19,000 | New |
| 16 | AES | AES CORP | $0 | 0.00% | 0 | Exited |
| 17 | CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 18 | SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | Exited |
| 19 | SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | Exited |
| 20 | VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | Exited |
| 21 | VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31