Holders — by stockHoldings — by fund
Ripple Effect Asset Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2031590
$431.2M
disclosed book value
20
positions
47.6%
largest position share
Positions, as of 2026-06-30
top 24 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF TPUT | 275,000 | $205.4M | 47.6% |
| 2 | XIFRXPLR INFRASTRUCTURE LP | 2.8M | $32.7M | 7.6% |
| 3 | KGSKODIAK GAS SVCS INC | 300,630 | $22.6M | 5.2% |
| 4 | XIFRXPLR INFRASTRUCTURE LPPUT | 1.7M | $20.1M | 4.7% |
| 5 | WMBWILLIAMS COS INC | 237,800 | $17.7M | 4.1% |
| 6 | VSTVISTRA CORP | 102,300 | $16.2M | 3.8% |
| 7 | ARANTERO RESOURCES CORP | 374,400 | $13.2M | 3.1% |
| 8 | VSTVISTRA CORPPUT | 75,000 | $11.9M | 2.8% |
| 9 | SEISOLARIS ENERGY INFRAS INC | 130,300 | $10.5M | 2.4% |
| 10 | ARANTERO RESOURCES CORPPUT | 290,000 | $10.2M | 2.4% |
| 11 | HUTHUT 8 CORP | 86,697 | $10.0M | 2.3% |
| 12 | TLNTALEN ENERGY CORP | 25,250 | $9.7M | 2.2% |
| 13 | WULFTERAWULF INC | 327,970 | $8.1M | 1.9% |
| 14 | TLNTALEN ENERGY CORPPUT | 20,000 | $7.7M | 1.8% |
| 15 | IBITISHARES BITCOIN TRUST ETFPUT | 200,000 | $6.7M | 1.5% |
| 16 | DVNDEVON ENERGY CORP NEW | 146,300 | $6.0M | 1.4% |
| 17 | DPC HOLDINGS PLC | 100,000 | $4.9M | 1.1% |
| 18 | IEIVANHOE ELECTRIC INC | 495,000 | $4.8M | 1.1% |
| 19 | BKVBKV CORP | 135,352 | $3.7M | 0.9% |
| 20 | CSXCSX CORP | 66,800 | $3.2M | 0.7% |
| 21 | UNPUNION PAC CORP | 11,500 | $3.1M | 0.7% |
| 22 | CIFRCIPHER DIGITAL INC | 84,800 | $2.1M | 0.5% |
| 23 | SPCXSPACE EXPLORATION TECHN CORP | 5,000 | $854,300 | 0.2% |
| 24 | VGVENTURE GLOBAL INC | 7,790 | $86,703 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.