Ripple Effect Asset Management LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002031590

Type: FundHoldings: 13Value: $257.0MLatest: 2025Q1

Ripple Effect Asset Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 13 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NGL",
  "AM",
  "FCX",
  "EQT",
  null,
  null,
  "SPY",
  "TLN",
  "GM",
  "F",
  "VST",
  "ET"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 13
Total Value: 257035903
Accession Number: 0000902664-25-002327
Form Type: 13F-HR
CIK: ripple-effect-asset-management-lp
Manager Name: Ripple-Effect-Asset-Management-Lp

Data Enrichment

77% identified

10 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13 positions • $257.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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464288513

Shares:650.0K

Value:$51.3M

% of Portfolio:19.9% ($51.3M/$257.0M)

FORD MOTOR CO

F|345370860

Shares:5.0M

Value:$50.1M

% of Portfolio:19.5% ($50.1M/$257.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:75.0K

Value:$42.0M

% of Portfolio:16.3% ($42.0M/$257.0M)

General Motors Co

GM|37045V100

Shares:500.0K

Value:$23.5M

% of Portfolio:9.1% ($23.5M/$257.0M)

00162Q452

Shares:400.0K

Value:$20.8M

% of Portfolio:8.1% ($20.8M/$257.0M)

Energy Transfer LP

ET|29273V100

Shares:875.0K

Value:$16.3M

% of Portfolio:6.3% ($16.3M/$257.0M)

878742204

Shares:350.0K

Value:$12.8M

% of Portfolio:5.0% ($12.8M/$257.0M)

Talen Energy Corp

TLN|87422Q109

Shares:61.5K

Value:$12.3M

% of Portfolio:4.8% ($12.3M/$257.0M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:250.0K

Value:$9.5M

% of Portfolio:3.7% ($9.5M/$257.0M)

Vistra Corp.

VST|92840M102

Shares:60.0K

Value:$7.0M

% of Portfolio:2.7% ($7.0M/$257.0M)

Antero Midstream Corp

AM|03676B102

Shares:300.0K

Value:$5.4M

% of Portfolio:2.1% ($5.4M/$257.0M)

EQT Corp

EQT|26884L109

Shares:100.0K

Value:$5.3M

% of Portfolio:2.1% ($5.3M/$257.0M)

NGL Energy Partners LP

NGL|62913M107

Shares:178.7K

Value:$811.3K

% of Portfolio:0.3% ($811.3K/$257.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288513)✕	650.0K	QoQ -21.21% (-175.0K) YoY-	All Managers (Combined)	$51.3M	19.9% ($51.3M/$257.0M)	QoQ -20.97% (-$13.6M) YoY-
FORD MOTOR CO(Fcusip345370860)	5.0M	QoQ NEW(+5.0M) YoY-	All Managers (Combined)	$50.1M	19.5% ($50.1M/$257.0M)	QoQ NEW(+$50.1M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	75.0K	QoQ -6.25% (-5.0K) YoY-	All Managers (Combined)	$42.0M	16.3% ($42.0M/$257.0M)	QoQ -10.51% (-$4.9M) YoY-
General Motors Co(GMcusip37045V100)	500.0K	QoQ NEW(+500.0K) YoY-	All Managers (Combined)	$23.5M	9.1% ($23.5M/$257.0M)	QoQ NEW(+$23.5M) YoY-
(cusip00162Q452)✕	400.0K	QoQ -33.33% (-200.0K) YoY-	All Managers (Combined)	$20.8M	8.1% ($20.8M/$257.0M)	QoQ -28.10% (-$8.1M) YoY-
Energy Transfer LP(ETcusip29273V100)	875.0K	QoQ +236.53% (+615.0K) YoY-	All Managers (Combined)	$16.3M	6.3% ($16.3M/$257.0M)	QoQ +219.35% (+$11.2M) YoY-
(cusip878742204)✕	350.0K	QoQ +180.00% (+225.0K) YoY-	All Managers (Combined)	$12.8M	5.0% ($12.8M/$257.0M)	QoQ +151.67% (+$7.7M) YoY-
Talen Energy Corp(TLNcusip87422Q109)	61.5K	QoQ +2.50% (+1.5K) YoY-	All Managers (Combined)	$12.3M	4.8% ($12.3M/$257.0M)	QoQ +1.58% (+$191.5K) YoY-
FREEPORT-MCMORAN INC(FCXcusip35671D857)	250.0K	QoQ NEW(+250.0K) YoY-	All Managers (Combined)	$9.5M	3.7% ($9.5M/$257.0M)	QoQ NEW(+$9.5M) YoY-
Vistra Corp.(VSTcusip92840M102)	60.0K	QoQ -30.23% (-26.0K) YoY-	All Managers (Combined)	$7.0M	2.7% ($7.0M/$257.0M)	QoQ -40.57% (-$4.8M) YoY-
Antero Midstream Corp(AMcusip03676B102)	300.0K	QoQ -83.78% (-1.6M) YoY-	All Managers (Combined)	$5.4M	2.1% ($5.4M/$257.0M)	QoQ -80.65% (-$22.5M) YoY-
EQT Corp(EQTcusip26884L109)	100.0K	QoQ -54.54% (-120.0K) YoY-	All Managers (Combined)	$5.3M	2.1% ($5.3M/$257.0M)	QoQ -47.32% (-$4.8M) YoY-
NGL Energy Partners LP(NGLcusip62913M107)	178.7K	QoQ NEW(+178.7K) YoY-	All Managers (Combined)	$811.3K	0.3% ($811.3K/$257.0M)	QoQ NEW(+$811.3K) YoY-