Ripple Effect Asset Management LP
Annual return '25
-29.5%
SPY '25
+17.7%
Alpha
-47.2ptsvs SPY
Invested
$678.7M
Holdings
15
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWM
ISHARES TR
Q4 2025: New position (75.0k shares)
51.2%
02
$XIFR
XPLR INFRASTRUCTURE LP
Q4 2025: Sold 85.9% (3.20M → 450.0k shares)
10.5%
03
$KGS
KODIAK GAS SVCS INC
Q4 2025: Increased +84.9% (1.08M → 2.00M shares)
10.2%
04
$IE
IVANHOE ELECTRIC INC
Q4 2025: Increased +77.8% (900.0k → 1.60M shares)
4.6%
05
$NEXT
NEXTDECADE CORP
Q4 2025: New position (1.40M shares)
4.3%
06
$VST
VISTRA CORP
Q4 2025: Sold 47.4% (266.0k → 140.0k shares)
4.2%
07
$AR
ANTERO RESOURCES CORP
Q4 2025: Increased +11.1% (225.0k → 250.0k shares)
3.4%
08
$WMB
WILLIAMS COS INC
Q4 2025: Increased +180.0% (250.0k → 700.0k shares)
3.2%
09
$CCJ
CAMECO CORP
Q4 2025: New position (450.0k shares)
2.7%
10
$CRK
COMSTOCK RES INC
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:30 UTC.