Ravenswood Partners LP
Ravenswood Partners LP reported 36 holdings worth US$313M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Ravenswood Partners LP reported 36 holdings worth US$313M as of Jun 30, 2026. Largest: Micron Technology, Inc., Nvidia Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$313M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 24,095 | US$27.8M | 8.9% |
| Nvidia Corporation | 110K | US$22.1M | 7.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 44,966 | US$21.5M | 6.9% |
| Robinhood Markets, Inc. | 164K | US$16.5M | 5.3% |
| Amazon.com, Inc. | 67,003 | US$16M | 5.1% |
| Alphabet Inc (google) Class C | 39,898 | US$14.3M | 4.6% |
| Axon Enterprise, Inc. | 25,087 | US$14.1M | 4.5% |
| Lam Research Corporation | 30,741 | US$13.3M | 4.3% |
| Nu Holdings Ltd. | 972K | US$13M | 4.2% |
| Tjx Companies, Inc. (the) | 85,513 | US$13M | 4.1% |
| Block, Inc. | 169K | US$12.8M | 4.1% |
| Cameco Corporation | 118K | US$12M | 3.8% |
| Shopify Inc. | 73,803 | US$8.43M | 2.7% |
| Mercadolibre, Inc. | 4,804 | US$8.15M | 2.6% |
| Netflix, Inc. | 106K | US$7.6M | 2.4% |
| Wingstop Inc. | 40,469 | US$7.02M | 2.2% |
| Microsoft Corp. | 18,506 | US$6.9M | 2.2% |
| Charles Schwab Corporation (the) | 73,282 | US$6.76M | 2.2% |
| Asml Holding Nv | 3,321 | US$6.61M | 2.1% |
| Servicenow, Inc. | 58,085 | US$5.77M | 1.8% |
| Meta Platforms, Inc. | 8,712 | US$4.91M | 1.6% |
| Medline Inc. | 116K | US$4.57M | 1.5% |
| Intuit Inc. | 17,492 | US$4.57M | 1.5% |
| Nike, Inc. | 104K | US$4.28M | 1.4% |
| Bloom Energy Corporation | 13,245 | US$4.01M | 1.3% |
| Quanta Services, Inc. | 5,437 | US$3.91M | 1.3% |
| Zillow Group, Inc. | 101K | US$3.18M | 1.0% |
| Amer Sports, Inc. | 76,352 | US$2.58M | 0.83% |
| Brookfield Corporation | 51,365 | US$2.19M | 0.70% |
| Sony Group Corporation | 97,559 | US$1.96M | 0.63% |
| Sap Se | 10,809 | US$1.67M | 0.53% |
| Commvault Systems, Inc. | 0 | US$0 | 0.00% |
| Liberty Media Corporation - Series A Liberty Formula One | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
| Samsara Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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