Donald Stoltz
Ripple Effect Asset Management Lp
Assets Managed
$678.66M
Holdings
15
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
94.47%(2Q avg: 31.35%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Ripple Effect Asset Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.
Assets under management
The assets under management (AUM) of Ripple Effect Asset Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 678.66M in assets, with a quarterly growth rate of 94.47% and a 2-quarter average growth rate of 31.35%. The portfolio is managed by Donald Stoltz, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IWM Ishares Russell 2000 Etf
| 51.16% | $347.2M↑ Call 1.4M shares@ $248.0 avg price | Increased 1766.67% |
NEP Nextera Energy Partners Lp
| 10.51% | $71.3M 6.714M shares@ $10.62 avg price | Increased 50.88% |
KGS Kodiak Gas Services Inc
| 10.21% | $69.29M 1.188M shares@ $58.32 avg price | Decreased -43.34% |
IE Ivanhoe Electric Inc Us
| 4.6% | $31.167M 2.637M shares@ $11.83 avg price | Increased 50.68% |
NEXT Nextdecade Corp
| 4.33% | $29.34M 3.83M shares@ $7.66 avg price | Increased 194.64% |
VST Vistra Corp
| 4.21% | $28.563M 190,000 shares@ $150.33 avg price | Increased 35.72% |
AR Antero Resources Corp
| 3.4% | $23.039M 542,862 shares@ $42.44 avg price | Increased 117.15% |
WMB Williams Cos Inc
| 3.18% | $21.55M 296,100 shares@ $72.78 avg price | Decreased -56.32% |
CCJ Cameco Corp
| 2.66% | $18.05M 166,192 shares@ $108.61 avg price | Decreased -48.06% |
CRK Comstock Resources Inc
| 2.07% | $14.033M↑ Call 665,700 shares@ $21.08 avg price | New Position |
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