13F HOLDINGS REPORT
Ripple Effect Asset Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001999371-25-017738
Total Value
$511.5M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288513 | 750,000 | $60.9M | 11.90% |
| 2 | SPDR S&P 500 ETF TR | SPY | 50,000 | $33.3M | 6.51% |
| 3 | ISHARES TR | 464287440 | 295,400 | $28.5M | 5.57% |
| 4 | VISTRA CORP | VST | 142,400 | $27.9M | 5.45% |
| 5 | EQT CORP | EQT | 500,000 | $27.2M | 5.32% |
| 6 | VISTRA CORP | VST | 133,000 | $26.1M | 5.09% |
| 7 | EQT CORP | EQT | 465,000 | $25.3M | 4.95% |
| 8 | TALEN ENERGY CORP | TLN | 40,960 | $17.4M | 3.41% |
| 9 | KODIAK GAS SVCS INC | 50012A108 | 450,000 | $16.6M | 3.25% |
| 10 | XPLR INFRASTRUCTURE LP | NEE-PW | 1,600,000 | $16.3M | 3.18% |
| 11 | KODIAK GAS SVCS INC | 50012A108 | 420,000 | $15.5M | 3.04% |
| 12 | XPLR INFRASTRUCTURE LP | NEE-PW | 1,500,000 | $15.3M | 2.98% |
| 13 | TALEN ENERGY CORP | TLN | 35,000 | $14.9M | 2.91% |
| 14 | SPDR GOLD TR | GLD | 40,000 | $14.2M | 2.78% |
| 15 | KODIAK GAS SVCS INC | 50012A108 | 361,000 | $13.3M | 2.61% |
| 16 | ANTERO MIDSTREAM CORP | AM | 600,000 | $11.7M | 2.28% |
| 17 | ANTERO MIDSTREAM CORP | AM | 510,000 | $9.9M | 1.94% |
| 18 | CONSTELLATION ENERGY CORP | CEG | 28,050 | $9.2M | 1.80% |
| 19 | SPDR GOLD TR | GLD | 25,000 | $8.9M | 1.74% |
| 20 | WILLIAMS COS INC | 969457100 | 135,000 | $8.6M | 1.67% |
| 21 | CONSTELLATION ENERGY CORP | CEG | 25,000 | $8.2M | 1.61% |
| 22 | ISHARES TR | 464288513 | 100,000 | $8.1M | 1.59% |
| 23 | WILLIAMS COS INC | 969457100 | 125,000 | $7.9M | 1.55% |
| 24 | ANTERO RESOURCES CORP | AR | 225,000 | $7.6M | 1.48% |
| 25 | VERTIV HOLDINGS CO | VRT | 47,150 | $7.1M | 1.39% |
| 26 | HUT 8 CORP | HUT | 200,000 | $7.0M | 1.36% |
| 27 | HUT 8 CORP | HUT | 200,000 | $7.0M | 1.36% |
| 28 | SPDR GOLD TR | GLD | 18,750 | $6.7M | 1.30% |
| 29 | IVANHOE ELECTRIC INC | IE | 530,000 | $6.7M | 1.30% |
| 30 | TALEN ENERGY CORP | TLN | 15,000 | $6.4M | 1.25% |
| 31 | IVANHOE ELECTRIC INC | IE | 500,000 | $6.3M | 1.23% |
| 32 | EXPAND ENERGY CORPORATION | EXE | 50,000 | $5.3M | 1.04% |
| 33 | EXPAND ENERGY CORPORATION | EXE | 50,000 | $5.3M | 1.04% |
| 34 | EXPAND ENERGY CORPORATION | EXE | 45,200 | $4.8M | 0.94% |
| 35 | CORE SCIENTIFIC INC NEW | 21874A106 | 259,000 | $4.6M | 0.91% |
| 36 | IVANHOE ELECTRIC INC | IE | 300,000 | $3.8M | 0.74% |
| 37 | CONSTELLATION ENERGY CORP | CEG | 10,000 | $3.3M | 0.64% |
| 38 | CORE SCIENTIFIC INC NEW | 21874A106 | 150,000 | $2.7M | 0.53% |
| 39 | ISHARES BITCOIN TRUST ETF | IBIT | 28,500 | $1.9M | 0.36% |