Fund Universe

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☆Ripple Effect Asset Management LP

CIK 0002031590 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.274
AUM ($M)
169
Positions
18
Turnover
0.30
Top-10 wt
87%
Herfindahl
0.098
History (qtrs)
6
Excess Return
not eligible

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Holdings · 21 positions · portfolio value $169M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆XIFR funds › XPLR INFRASTRUCTURE LP ADD — 19.3% +0.5% 32.7 2,767,955 +229,235 2 —
☆KGS funds › KODIAK GAS SVCS INC TRIM — 13.3% -5.3% 22.6 300,630 -157,370 2 —
☆WMB funds › WILLIAMS COS INC ADD — 10.4% +2.2% 17.7 237,800 +75,800 2 —
☆VST funds › VISTRA CORP ADD — 9.6% -0.9% 16.2 102,300 +2,300 2 —
☆AR funds › ANTERO RESOURCES CORP ADD — 7.8% +0.1% 13.2 374,400 +116,538 2 —
☆SEI funds › SOLARIS ENERGY INFRAS INC NEW — 6.2% +6.2% 10.5 130,300 +130,300 1 —
☆HUT funds › HUT 8 CORP ADD — 5.9% +3.8% 10.0 86,697 +23,163 2 —
☆TLN funds › TALEN ENERGY CORP ADD — 5.7% +0.7% 9.7 25,250 +2,741 2 —
☆WULF funds › TERAWULF INC ADD — 4.8% +2.6% 8.1 327,970 +115,600 2 —
☆DVN funds › DEVON ENERGY CORP NEW NEW — 3.6% +3.6% 6.0 146,300 +146,300 1 —
☆DPC funds › DPC HOLDINGS PLC NEW — 2.9% +2.9% 4.9 100,000 +100,000 1 —
☆IE funds › IVANHOE ELECTRIC INC TRIM — 2.8% -7.4% 4.8 495,000 -745,225 2 —
☆BKV funds › BKV CORP ADD — 2.2% +1.8% 3.7 135,352 +116,352 2 —
☆CSX funds › CSX CORP NEW — 1.9% +1.9% 3.2 66,800 +66,800 1 —
☆UNP funds › UNION PAC CORP NEW — 1.8% +1.8% 3.1 11,500 +11,500 1 —
☆CIFR funds › CIPHER DIGITAL INC NEW — 1.2% +1.2% 2.1 84,800 +84,800 1 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.5% +0.5% 0.9 5,000 +5,000 1 —
☆VG funds › VENTURE GLOBAL INC NEW — 0.1% +0.1% 0.1 7,790 +7,790 1 —
☆CF funds › CF INDUSTRIES HOLD EXIT — 0.0% -3.5% 0.0 0 -38,289 0 —
☆CCJ funds › CAMECO CORP EXIT — 0.0% -5.9% 0.0 0 -78,192 0 —
☆NEXT funds › NEXTDECADE CORP EXIT — 0.0% -7.1% 0.0 0 -1,339,723 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 169 18 0.30 87% 0.098 0.275 — in
2026Q1 144 13 0.34 95% 0.117 0.276 — entered
2025Q4 125 11 0.67 99% 0.187 0.000 — left
2025Q3 174 15 0.30 83% 0.091 0.232 — in
2025Q2 175 17 0.54 77% 0.085 0.034 — entered
2025Q1 83 7 0.00 100% 0.154 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status