Ripple Effect Asset Management LP

CIK 0002031590 · Q1 2026

13F Equity AUM

$678.7M

+94.5% QoQ

Positions

-2 QoQ

AUM Rank

#3,588

Top 29%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 80.8%Top 10: 96.3%Top 20: 100.0%

IWM51.2%

XIFR10.5%

KGS10.2%

IE4.6%

NEXT4.3%

VST4.2%

AR3.4%

WMB3.2%

CCO2.7%

CRK2.1%

Others (5)3.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services52.0%

Energy25.9%

Utilities16.7%

Technology4.6%

Other0.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 15Median: 3.18%Avg: 6.67%

0–0.5%

3(1.0%)

0.5–1%

1(0.7%)

1–3%

3(6.7%)

3–5%

5(19.7%)

5%+

3(71.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 15Unique: 0vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.4%

MORGAN STANLEY

0.3%

JPMORGAN CHASE & CO

0.3%

BANK OF AMERICA CORP /DE/

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

STATE STREET CORP

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.5%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

FMR LLC

0.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased8Decreased3Exited6

New Positions

CRK2.1%

+666K

CF0.7%

+38K

WULF0.5%

+212K

BKV0.1%

+19K

Increased

NEXT4.3%

+2.5M(+195%)

XIFR10.5%

+2.3M(+51%)

IWM51.2%

+1.3M(+1767%)

IE4.6%

+887K(+51%)

AR3.4%

+293K(+117%)

VST4.2%

+50K(+36%)

HUT0.4%

+46K(+253%)

TLN2.0%

+33K(+325%)

Decreased

KGS10.2%

-909,000(-43%)

WMB3.2%

-381,900(-56%)

CCO2.7%

-153,808(-48%)

Exited

SPY

-77,500

AES

-300,000

-625,000

VRT

-17,500

CEG

-4,500

SMR

-80,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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