Ripple Effect Asset Management LP

**Ripple Effect Asset Management LP** manages $223M across a concentrated portfolio of 17 positions. The fund exhibits significant exposure to broad market indices, notably holding $52.8M in SPY and $18.5M in IWM. Key allocations also include substantial positions in KGS ($37.4M) and VST ($22.6M), suggesting a tactical approach across sector and market breadth. This structure indicates a conviction-driven strategy utilizing established market leaders alongside targeted growth names.

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