Holdings of Ripple Effect Asset Management LP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 12 in 1 countries
- Top ten
- 97.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | XPLR Infrastructure LP | 2,538,720 | 27M $ | |
| 2 | Kodiak Gas Services Inc | 458,000 | 26.7M $ | |
| 3 | VISTRA CORP | 100,000 | 15M $ | |
| 4 | Ivanhoe Electric Inc / US | 1,240,225 | 14.7M $ | |
| 5 | Williams Cos Inc/The | 162,000 | 11.8M $ | |
| 6 | Antero Resources Corp | 257,862 | 10.9M $ | |
| 7 | NextDecade Corp | 1,339,723 | 10.3M $ | |
| 8 | TALEN ENERGY CORP | 22,509 | 7.2M $ | |
| 9 | CF Industries Holdings Inc | 38,289 | 5M $ | |
| 10 | Terawulf Inc | 212,370 | 3.1M $ | |
| 11 | Hut 8 Corp | 63,534 | 3M $ | |
| 12 | BKV Corp | 19,000 | 541.9K $ |
Sector breakdown
- Utilities 11.1 %
- Energy 8.7 %
- Materials 3.7 %
- Unattributed 76.5 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 12 | 135.1M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Ripple Effect Asset Management LP". https://titelia.com/en/funds/US13F2031590