Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ravenswood Partners LP (CIK 2015178) reported $270.7M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($19.2M, 7.10%), TSM ($15.5M, 5.74%), AMZN ($14.0M, 5.15%), TJX ($13.7M, 5.05%), CCJ ($13.0M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA ORD | $19.2M | 7.10% | 110,220 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $15.5M | 5.74% | 45,980 | Trimmed |
| 3 | AMZN | AMAZON COM ORD | $14.0M | 5.15% | 67,000 | Added |
| 4 | TJX | TJX ORD | $13.7M | 5.05% | 85,513 | Trimmed |
| 5 | CCJ | CAMECO ORD | $13.0M | 4.80% | 119,521 | Trimmed |
| 6 | NU | NU HOLDINGS CL A ORD | $12.8M | 4.72% | 889,106 | Trimmed |
| 7 | MU | MICRON TECHNOLOGY ORD | $12.0M | 4.45% | 35,619 | Trimmed |
| 8 | SE | SEA ADS REP CL A ORD | $11.6M | 4.27% | 139,678 | Added |
| 9 | MA | MASTERCARD CL A ORD | $10.5M | 3.89% | 21,095 | Added |
| 10 | NFLX | NETFLIX ORD | $10.2M | 3.78% | 106,441 | Added |
| 11 | SQ | BLOCK CL A ORD | $10.2M | 3.75% | 168,692 | Hold |
| 12 | AXON | AXON ENTERPRISE ORD | $10.1M | 3.74% | 23,810 | Added |
| 13 | MELI | MERCADOLIBRE ORD | $9.8M | 3.61% | 5,644 | Added |
| 14 | MSFT | MICROSOFT ORD | $9.4M | 3.49% | 25,499 | Added |
| 15 | NKE | NIKE CL B ORD | $9.4M | 3.47% | 177,588 | Added |
| 16 | HOOD | ROBINHOOD MARKETS CL A ORD | $8.9M | 3.30% | 129,019 | Added |
| 17 | SHOP | SHOPIFY CL A SUB VTG ORD | $8.9M | 3.28% | 74,851 | Added |
| 18 | INTU | INTUIT ORD | $7.6M | 2.79% | 17,492 | Trimmed |
| 19 | LRCX | LAM RESEARCH ORD | $6.6M | 2.43% | 30,741 | Trimmed |
| 20 | NOW | SERVICENOW ORD | $6.1M | 2.24% | 58,085 | Hold |
| 21 | UBER | UBER TECHNOLOGIES ORD | $5.7M | 2.12% | 79,841 | Hold |
| 22 | SCHW | CHARLES SCHWAB ORD | $5.4M | 1.98% | 57,082 | New |
| 23 | GOOGL | ALPHABET CL A ORD | $5.1M | 1.89% | 17,810 | New |
| 24 | META | META PLATFORMS CL A ORD | $5.0M | 1.84% | 8,712 | New |
| 25 | WING | WINGSTOP ORD | $4.8M | 1.77% | 30,909 | Added |
Source: SEC Form 13F filings · as of 2026-03-31