# Ravenswood Partners LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2015178. Source: https://holderbook.com/funds/2015178-ravenswood-partners-lp/

- Reported value: $312.6M
- Positions: 36
- Weight of the ten largest: 56.1%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $27.8M | 24,095 | 8.9% | 4 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $22.1M | 110,220 | 7.1% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $21.5M | 44,966 | 6.9% | 4 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $16.9M | 176,344 | 5.4% | 4 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $16.5M | 164,352 | 5.3% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $16.0M | 67,003 | 5.1% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $14.3M | 39,898 | 4.6% | 2 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $14.1M | 25,087 | 4.5% | 4 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $13.3M | 30,741 | 4.3% | 4 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $13.0M | 972,044 | 4.2% | 4 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $13.0M | 85,513 | 4.1% | 4 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $12.8M | 168,692 | 4.1% | 4 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $12.0M | 117,796 | 3.8% | 4 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $8.4M | 73,803 | 2.7% | 4 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $8.2M | 4,804 | 2.6% | 4 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $7.6M | 106,441 | 2.4% | 4 |
| WINGSTOP INC | [WING](https://holderbook.com/stocks/WING/) | $7.0M | 40,469 | 2.2% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.9M | 18,506 | 2.2% | 4 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $6.8M | 73,282 | 2.2% | 2 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $6.6M | 3,321 | 2.1% | 4 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $5.8M | 58,085 | 1.8% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.9M | 8,712 | 1.6% | 2 |
| MEDLINE INC | [MDLN](https://holderbook.com/stocks/MDLN/) | $4.6M | 115,917 | 1.5% | 1 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $4.6M | 17,492 | 1.5% | 4 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $4.3M | 104,154 | 1.4% | 4 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $4.0M | 13,245 | 1.3% | 1 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $3.9M | 5,437 | 1.3% | 1 |
| ZILLOW GROUP INC | [Z](https://holderbook.com/stocks/Z/) | $3.2M | 100,896 | 1.0% | 4 |
| AMER SPORTS INC | [AS](https://holderbook.com/stocks/AS/) | $2.6M | 76,352 | 0.8% | 1 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $2.4M | 8,616 | 0.8% | 1 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $2.2M | 51,365 | 0.7% | 4 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $2.1M | 4,488 | 0.7% | 1 |
| SONY GROUP CORP | [SONY](https://holderbook.com/stocks/SONY/) | $2.0M | 97,559 | 0.6% | 4 |
| SAP SE | [SAP](https://holderbook.com/stocks/SAP/) | $1.7M | 10,809 | 0.5% | 4 |
| ISHARES TR | [INDA](https://holderbook.com/stocks/INDA/) | $8.7K | 177 | 0.0% | 4 |
| ROUNDHILL ETF TRUST | - | $2.8K | 38 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +19.9% | +14.8% | +5.1% | 100% |
| Q1 2026 | -11.0% | -4.6% | -6.4% | 100% |
| Q4 2025 | -4.2% | +2.4% | -6.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $312.6M | 36 |
| Q1 2026 | $270.7M | 35 |
| Q4 2025 | $300.0M | 34 |
| Q3 2025 | $316.4M | 36 |