13F-HR filed by Ripple Effect Asset Management LP
Ripple Effect Asset Management LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 43 holding rows worth $675,506,871.
- Accession
- 0000902664-25-003688
- Filer
- CIK 2031590
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 43 entries on the cover page, a total value of $675,506,871 stated on the cover page (in dollars after the unit check, H1), rows summing to $675,506,871 with VALUE read as dollars as filed, 13F file number 028-25081. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 300,000 | $185,355,000 | dollars as filed | put |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 750,000 | $60,487,500 | dollars as filed | put |
| VISTRA CORP COM | 92840M102 | Stock | 170,000 | $32,947,700 | dollars as filed | put |
| EQT CORP COM | 26884L109 | Stock | 480,000 | $27,993,600 | dollars as filed | put |
| VISTRA CORP COM | 92840M102 | Stock | 142,400 | $27,598,544 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 465,000 | $27,118,800 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 60,000 | $17,446,200 | dollars as filed | put |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 55,000 | $15,992,350 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 60,000 | $14,611,200 | dollars as filed | put |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 110,000 | $14,125,100 | dollars as filed | put |
| WILLIAMS COS INC COM | 969457100 | Stock | 200,000 | $12,562,000 | dollars as filed | put |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 40,000 | $12,193,200 | dollars as filed | put |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 50,000 | $12,176,000 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 36,000 | $11,619,360 | dollars as filed | put |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 36,040 | $10,986,073 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 140,000 | $10,392,200 | dollars as filed | put |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 32,500 | $9,906,975 | dollars as filed | call |
| KODIAK GAS SVCS INC | 50012A108 | COM | 275,000 | $9,424,250 | dollars as filed | put |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 225,000 | $9,063,000 | dollars as filed | call |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 1,100,000 | $9,020,000 | dollars as filed | put |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 75,000 | $8,770,500 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 75,000 | $8,770,500 | dollars as filed | put |
| GE Vernova Inc. | 36828A101 | COM | 16,500 | $8,730,975 | dollars as filed | put |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 200,000 | $8,670,000 | dollars as filed | put |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 65,300 | $8,385,173 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 100,000 | $8,065,000 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 15,000 | $7,937,250 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 105,000 | $7,794,150 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 113,000 | $7,097,530 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 21,800 | $7,036,168 | dollars as filed | |
| KODIAK GAS SVCS INC | 50012A108 | COM | 200,000 | $6,854,000 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 165,000 | $6,662,700 | dollars as filed | put |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 753,125 | $6,175,625 | dollars as filed | |
| GLOBAL X FDS | 37954Y871 | GLOBAL X URANIUM | 150,000 | $5,821,500 | dollars as filed | put |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 20,000 | $5,815,400 | dollars as filed | call |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 32,500 | $5,218,850 | dollars as filed | put |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 119,400 | $5,175,990 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 116,100 | $4,688,118 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 250,000 | $4,650,000 | dollars as filed | call |
| FIRST SOLAR INC COM | 336433107 | Stock | 23,000 | $3,807,420 | dollars as filed | call |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 21,500 | $3,452,470 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 200,000 | $3,414,000 | dollars as filed | call |
| NGL ENERGY PARTNERS LP | 62913M107 | COM UNIT REPST | 350,000 | $1,494,500 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000902664-25-003688 | this filing | 2025-08-14 | acceptance time not in the bulk data set |