Ripple Effect Asset Management LP Portfolio Holdings

Ripple Effect Asset Management LP

  • $676 Billion
  • Q2 2025

Ripple Effect Asset Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $676 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vistra Corp. with a value of $27.6B, Eqt Corp with a value of $27.1B, Talen Energy Corp with a value of $16B, Cheniere Energy, Inc. with a value of $12.2B, and Spdr Gold Trust with a value of $11B.

Examining the 13F form we can see an increase of $329B in the current position value, from $347B to 676B.

Ripple Effect Asset Management LP is based out at New York, NY

Below you can find more details about Ripple Effect Asset Management LP portfolio as well as his latest detailed transactions.

Portfolio value $676 Billion
ETFs: $293 Billion
Energy: $148 Billion
Utilities: $103 Billion
Basic Materials: $25.2 Billion
Industrials: $22.5 Billion
Technology: $3.81 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.7B
$27.6 Billion 4.09% of portfolio
142,400
Q2 2025 Added 4.71%
$18.4B
$27.1 Billion 4.01% of portfolio
465,000
Q2 2025 Added 121.43%
Talen Energy Corp
-
$16 Billion 2.37% of portfolio
-
Q2 2025 Reduced 10.57%
$58.6B
$12.2 Billion 1.8% of portfolio
50,000
Q2 2025 New
$115B
$11 Billion 1.63% of portfolio
36,040
Q2 2025 New
$10.4B
$8.77 Billion 1.3% of portfolio
75,000
Q2 2025 New
$32.7B
$8.39 Billion 1.24% of portfolio
65,300
Q2 2025 New
$0
$8.07 Billion 1.19% of portfolio
100,000
Q2 2025 Reduced 27.54%
Ge Vernova Inc
-
$7.94 Billion 1.18% of portfolio
-
Q2 2025 New
$33.5B
$7.79 Billion 1.15% of portfolio
105,000
Q2 2025 New
$70.2B
$7.1 Billion 1.05% of portfolio
113,000
Q2 2025 New
$98.3B
$7.04 Billion 1.04% of portfolio
21,800
Q2 2025 New
Kodiak Gas Svcs Inc
-
$6.85 Billion 1.01% of portfolio
-
Q2 2025 New
$759M
$6.18 Billion 0.91% of portfolio
753,125
Q2 2025 New
$62.7B
$5.18 Billion 0.77% of portfolio
119,400
Q2 2025 New
$20.4B
$4.69 Billion 0.69% of portfolio
116,100
Q2 2025 Reduced 61.93%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $676 Billion
  • Prior Value $347 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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