Ripple Effect Asset Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Ripple Effect Asset Management LP held in its portfolio 17 assets valued at $348,989,630 (i.e. $348.99M).

The most valuable assets in the portfolio included: KODIAK GAS SVCS INC ($78.43M), SPDR S&P 500 ETF TR ($52.85M), and XPLR INFRASTRUCTURE LP ($44.50M).

The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Ripple Effect Asset Management LP Portfolio

KODIAK GAS SVCS INC

SPDR S&P 500 ETF TR

XPLR INFRASTRUCTURE LP

WILLIAMS COS INC

CAMECO CORP

IVANHOE ELECTRIC INC

VISTRA CORP

ISHARES TR

ANTERO RESOURCES CORP

NEXTDECADE CORP

Ripple Effect Asset Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
KODIAK GAS SVCS INC	2097100	78431540	COM
SPDR S&P 500 ETF TR	77500	52848800	TR UNIT
XPLR INFRASTRUCTURE LP	4450000	44500000	COM UNIT PART IN
WILLIAMS COS INC	678000	40754580	COM
CAMECO CORP	320000	29276800	COM
IVANHOE ELECTRIC INC	1750025	27965400	COM
VISTRA CORP	140000	22586200	COM
ISHARES TR	75000	18462000	RUSSELL 2000 ETF
ANTERO RESOURCES CORP	250000	8615000	COM
NEXTDECADE CORP	1300000	6851000	COM
AES CORP	300000	4302000	COM
VENTURE GLOBAL INC	625000	4262500	COM CL A
TALEN ENERGY CORP	10000	3748400	COM
VERTIV HOLDINGS CO	17500	2835175	COM CL A
CONSTELLATION ENERGY CORP	4500	1589715	COM
NUSCALE PWR CORP	80000	1133600	CL A COM
HUT 8 CORP	18000	826920	COM