Ripple Effect Asset Management LP
13F filer · CIK 2031590 · New York, NY
Summary
Ripple Effect Asset Management LP reported $431.24M across 24 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are XIFR (7.6%), KGS (5.2%), WMB (4.1%). Versus 2026 Q1, leaving options aside, it opened 8 new positions, added to 8, trimmed 2 and sold out of 3.
Reported value$431.24M
Positions24incl. options
Report period2026 Q2
FiledAug 13, 2026
New positions8
Added8
Trimmed2
Sold out3
Top 18 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.6%Value $32.69MPrice $10.44Shares 2.77M +9.03%Since Jun 30 -11.60%
Weight 5.2%Value $22.59MPrice $51.75Shares 301K -34.36%Since Jun 30 -31.12%
Weight 4.1%Value $17.68MPrice $68.63Shares 238K +46.79%Since Jun 30 -7.68%
Weight 3.8%Value $16.23MPrice $140.83Shares 102K +2.30%Since Jun 30 -11.22%
Weight 3.1%Value $13.16MPrice $33.57Shares 374K +45.19%Since Jun 30 -4.47%
Weight 2.4%Value $10.48MPrice $68.34Shares 130KSince Jun 30 -15.06%
Weight 2.3%Value $10.01MPrice $92.86Shares 87K +36.46%Since Jun 30 -19.56%
Weight 2.2%Value $9.70MPrice $314.84Shares 25K +12.18%Since Jun 30 -18.07%
Weight 1.9%Value $8.10MPrice $15.09Shares 328K +54.43%Since Jun 30 -38.91%
Weight 1.4%Value $6.05MPrice $46.60Shares 146KSince Jun 30 +12.78%
DPC HOLDINGS PLCNo ticker matchNew
Weight 1.1%Value $4.91MShares 100K
Weight 1.1%Value $4.76MPrice $10.64Shares 495K -60.09%Since Jun 30 +10.72%
Weight 0.9%Value $3.70MPrice $21.64Shares 135K +612.38%Since Jun 30 -20.91%
Weight 0.7%Value $3.18MPrice $46.93Shares 67KSince Jun 30 -1.26%
Weight 0.7%Value $3.13MPrice $274.15Shares 12KSince Jun 30 +0.79%
Weight 0.5%Value $2.08MPrice $16.51Shares 85KSince Jun 30 -32.61%
Weight 0.2%Value $854.3KPrice $149.24Shares 5,000Since Jun 30 -12.65%
Weight 0.0%Value $86.7KPrice $12.54Shares 7,790Since Jun 30 +12.67%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.6% | $32.69M | -11.60% | +9.03% | Add | |
| 5.2% | $22.59M | -31.12% | -34.36% | Trim | |
| 4.1% | $17.68M | -7.68% | +46.79% | Add | |
| 3.8% | $16.23M | -11.22% | +2.30% | Add | |
| 3.1% | $13.16M | -4.47% | +45.19% | Add | |
| 2.4% | $10.48M | -15.06% | — | New | |
| 2.3% | $10.01M | -19.56% | +36.46% | Add | |
| 2.2% | $9.70M | -18.07% | +12.18% | Add | |
| 1.9% | $8.10M | -38.91% | +54.43% | Add | |
| 1.4% | $6.05M | +12.78% | — | New | |
| DPC HOLDINGS PLCNo ticker match | 1.1% | $4.91M | — | — | New |
| 1.1% | $4.76M | +10.72% | -60.09% | Trim | |
| 0.9% | $3.70M | -20.91% | +612.38% | Add | |
| 0.7% | $3.18M | -1.26% | — | New | |
| 0.7% | $3.13M | +0.79% | — | New | |
| 0.5% | $2.08M | -32.61% | — | New | |
| 0.2% | $854.3K | -12.65% | — | New | |
| 0.0% | $86.7K | +12.67% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
DPC HOLDINGS PLCNo ticker match≈ $4.91MNew
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.