Ravenswood Partners LP 13F Holdings · Q2 2026
Ravenswood Partners LP reported 36 securities worth $312.60M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (8.90%), NVDA (7.05%), TSM (6.87%). Among its top 25 positions this quarter: 1 new, 8 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY ORD | $27.8M | 8.90% | 24,095 | Trimmed |
| 2 | NVDA | NVIDIA ORD | $22.1M | 7.05% | 110,220 | Hold |
| 3 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $21.5M | 6.87% | 44,966 | Trimmed |
| 4 | SE | SEA ADS REP CL A ORD | $16.9M | 5.41% | 176,344 | Added |
| 5 | HOOD | ROBINHOOD MARKETS CL A ORD | $16.5M | 5.27% | 164,352 | Added |
| 6 | AMZN | AMAZON COM ORD | $16.0M | 5.11% | 67,003 | Added |
| 7 | GOOGL | ALPHABET CL A ORD | $14.3M | 4.56% | 39,898 | Added |
| 8 | AXON | AXON ENTERPRISE ORD | $14.1M | 4.50% | 25,087 | Added |
| 9 | LRCX | LAM RESEARCH ORD | $13.3M | 4.26% | 30,741 | Hold |
| 10 | NU | NU HOLDINGS CL A ORD | $13.0M | 4.15% | 972,044 | Added |
| 11 | TJX | TJX ORD | $13.0M | 4.14% | 85,513 | Hold |
| 12 | XYZ | BLOCK CL A ORD | $12.8M | 4.10% | 168,692 | Hold |
| 13 | CCJ | CAMECO ORD | $12.0M | 3.84% | 117,796 | Trimmed |
| 14 | SHOP | SHOPIFY CL A SUB VTG ORD | $8.4M | 2.70% | 73,803 | Trimmed |
| 15 | MELI | MERCADOLIBRE ORD | $8.2M | 2.61% | 4,804 | Trimmed |
| 16 | NFLX | NETFLIX ORD | $7.6M | 2.43% | 106,441 | Hold |
| 17 | WING | WINGSTOP ORD | $7.0M | 2.24% | 40,469 | Added |
| 18 | MSFT | MICROSOFT ORD | $6.9M | 2.21% | 18,506 | Trimmed |
| 19 | SCHW | CHARLES SCHWAB ORD | $6.8M | 2.16% | 73,282 | Added |
| 20 | ASML | ASML HOLDING ADR REP ORD | $6.6M | 2.11% | 3,321 | Trimmed |
| 21 | NOW | SERVICENOW ORD | $5.8M | 1.84% | 58,085 | Hold |
| 22 | META | META PLATFORMS CL A ORD | $4.9M | 1.57% | 8,712 | Hold |
| 23 | INTU | INTUIT ORD | $4.6M | 1.46% | 17,492 | Hold |
| 24 | MDLN | MEDLINE CL A ORD | $4.6M | 1.46% | 115,917 | New |
| 25 | NKE | NIKE CL B ORD | $4.3M | 1.37% | 104,154 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR