Ripple Effect Asset Management LP
Ripple Effect Asset Management LP, managed by Ravi Bellur, reported 18 positions worth $169.39M in its 2026 Q2 13F filing: 8 new and 3 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +73.2% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +22.8% | +11.4% |
| 2025 Q3 | +7.1% | +7.6% |
| 2025 Q4 | -2.0% | +3.1% |
| 2026 Q1 | +22.9% | -5.8% |
| 2026 Q2 | +9.4% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| XIFR | XPLR INFRASTRUCTURE LP | $32.69M | 19.30% | +9% |
| KGS | KODIAK GAS SVCS INC | $22.59M | 13.30% | -34.4% |
| WMB | WILLIAMS COS INC | $17.68M | 10.40% | +46.8% |
| VST | VISTRA CORP | $16.23M | 9.60% | +2.3% |
| AR | ANTERO RESOURCES CORP | $13.16M | 7.80% | +45.2% |
| SEI | SOLARIS ENERGY INFRAS INC | $10.48M | 6.20% | NEW |
| HUT | HUT 8 CORP | $10.01M | 5.90% | +36.5% |
| TLN | TALEN ENERGY CORP | $9.70M | 5.70% | +12.2% |
| WULF | TERAWULF INC | $8.10M | 4.80% | +54.4% |
| DVN | DEVON ENERGY CORP NEW | $6.05M | 3.60% | NEW |
| DPC | DPC HOLDINGS PLC | $4.91M | 2.90% | NEW |
| IE | IVANHOE ELECTRIC INC | $4.76M | 2.80% | -60.1% |
| BKV | BKV CORP | $3.70M | 2.20% | +612.4% |
| CSX | CSX CORP | $3.18M | 1.90% | NEW |
| UNP | UNION PAC CORP | $3.13M | 1.80% | NEW |
| CIFR | CIPHER DIGITAL INC | $2.08M | 1.20% | NEW |
| SPCX | SPACE EXPLORATION TECHN CORP | $854.30K | 0.50% | NEW |
| VG | VENTURE GLOBAL INC | $86.70K | 0.05% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.