Investments: Ripple Effect Asset Management LP

Aktie	Ticker	2025/Q4		2025/Q3		2025/Q2		2025/Q1
		Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)
		296.140.830 $	-25.487.728 $	476.327.671 $	+9.453.458 $	490.151.871 $	+283.406.346 $	278.495.525 $	+278.495.525 $
BANK OF AMERICA CORP /DE/	BAC	238.922.740 $	+9.585.010 $	229.337.730 $	+30.297.416 $	199.040.314 $	+136.240.824 $	62.799.490 $	+62.799.490 $
BlackRock, Inc.	BLK			69.011.500 $	+459.000 $	68.552.500 $	+6.387.180 $	62.165.320 $	+62.165.320 $
EQT Corp	EQT			52.524.950 $	-2.587.450 $	55.112.400 $	+22.520.100 $	32.592.300 $	+32.592.300 $
FORD MOTOR CO	F							50.150.000 $	+50.150.000 $
Talen Energy Corp	TLN	3.748.400 $	-34.944.165 $	38.692.565 $	-561.385 $	39.253.950 $	+26.974.245 $	12.279.705 $	+12.279.705 $
SPS COMMERCE INC	SPSC			29.770.613 $	-3.315.635 $	33.086.248 $	+33.086.248 $
CAMECO CORP	CCJ	29.276.800 $	+11.090.450 $			18.186.350 $	+18.186.350 $
TECK RESOURCES LTD	TECK					11.350.818 $	-12.510.832 $	23.861.650 $	+23.861.650 $
Vertiv Holdings Co	VRT	2.835.175 $	-4.277.874 $	7.113.049 $	-15.397.224 $	22.510.273 $	+22.510.273 $
Antero Midstream Corp	AM			21.578.400 $	-21.600 $			21.600.000 $	+21.600.000 $
Constellation Energy Corp	CEG	1.589.715 $	-19.158.149 $	20.747.864 $	+2.092.336 $	18.655.528 $	+18.655.528 $
FREEPORT-MCMORAN INC	FCX					13.845.990 $	+4.380.990 $	9.465.000 $	+9.465.000 $
ANTERO RESOURCES Corp	AR	8.615.000 $	+1.064.000 $	7.551.000 $	-1.512.000 $	9.063.000 $	+9.063.000 $
NextDecade Corp	NEXT	6.851.000 $	+6.851.000 $
AES CORP	AES	4.302.000 $	+4.302.000 $
NGL Energy Partners LP	NGL					1.494.500 $	-2.087.560 $	3.582.060 $	+3.582.060 $
		296.140.830 $	-25.487.728 $	476.327.671 $	+9.453.458 $	490.151.871 $	+283.406.346 $	278.495.525 $	+278.495.525 $