Ravenswood Partners LP

13F filer · CIK 0002015178

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$313MU.S. long equity reported on 13F

Positions357 new · 6 closed

Net flow last quarter-$12MBuys minus sells

Top 10 positions weight56.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 202635 positions
MUMicron Technology Inc	$27.8M	8.90%	0.00%	-32.4%	Q3 2025
NVDANvidia Corp	$22.1M	7.05%	0.00%	Not reported	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$21.5M	6.87%	0.00%	-2.2%	Q3 2025
SESea Ltd	$16.9M	5.41%	0.10%	+26.3%	Q3 2025
HOODRobinhood Markets, Inc.	$16.5M	5.27%	0.07%	+27.4%	Q3 2025
AMZNAmazon Com Inc	$16M	5.11%	0.00%	0.0%	Q3 2025
GOOGLAlphabet Inc.	$14.3M	4.56%	0.00%	+124.0%	Q1 2026
AXONAxon Enterprise, Inc.	$14.1M	4.50%	0.03%	+5.4%	Q3 2025
LRCXLam Research Corp	$13.3M	4.26%	0.00%	Not reported	Q3 2025
NUNu Holdings Ltd.	$13M	4.15%	Not reported	+9.3%	Q3 2025
TJXTJX Companies Inc	$13M	4.14%	0.01%	Not reported	Q3 2025
XYZBlock, Inc.	$12.8M	4.10%	Not reported	Not reported	Q3 2025
CCJCameco Corp	$12M	3.84%	0.03%	-1.4%	Q3 2025
SHOPShopify Inc.	$8.43M	2.70%	0.02%	-1.4%	Q3 2025
MELIMercadolibre Inc	$8.15M	2.61%	0.01%	-14.9%	Q3 2025
NFLXNetflix Inc	$7.6M	2.43%	0.00%	Not reported	Q3 2025
WINGWingstop Inc.	$7.02M	2.24%	0.15%	+30.9%	Q4 2025
MSFTMicrosoft Corp	$6.9M	2.21%	0.00%	-27.4%	Q3 2025
SCHWSchwab Charles Corp	$6.76M	2.16%	0.00%	+28.4%	Q1 2026
ASMLAsml Holding NV	$6.61M	2.11%	0.00%	-0.8%	Q3 2025
NOWServiceNow, Inc.	$5.77M	1.84%	0.01%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$4.91M	1.57%	Not reported	Not reported	Q1 2026
MDLNMedline Inc.	$4.57M	1.46%	Not reported	New	Q2 2026
INTUIntuit Inc.	$4.57M	1.46%	0.01%	Not reported	Q3 2025
NKENIKE, Inc.	$4.28M	1.37%	0.01%	-41.4%	Q3 2025
BEBloom Energy Corp	$4.01M	1.28%	0.00%	New	Q2 2026
PWRQuanta Services, Inc.	$3.91M	1.25%	0.00%	New	Q2 2026
ZZillow Group, Inc.	$3.18M	1.02%	Not reported	Not reported	Q3 2025
ASAmer Sports, Inc.	$2.58M	0.83%	0.01%	New	Q2 2026
NBISNebius Group N.V.	$2.38M	0.76%	0.00%	New	Q2 2026
BNBROOKFIELD Corp	$2.19M	0.70%	Not reported	Not reported	Q3 2025
SPOTSpotify Technology S.A.	$2.06M	0.66%	0.00%	New	Q2 2026
SONYSony Group Corp	$1.96M	0.63%	0.00%	-30.7%	Q3 2025
SAPSap SE	$1.67M	0.53%	0.00%	-5.1%	Q3 2025
DRAMU.S. Gold Corp.	$2.81K	0.00%	Not reported	New	Q2 2026
Q1 2026Reported May 12, 202634 positions
NVDANvidia Corp	$19.2M	7.10%	0.00%	+38.5%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.5M	5.74%	0.00%	-30.9%	Q3 2025
AMZNAmazon Com Inc	$14M	5.16%	0.00%	+2.3%	Q3 2025
TJXTJX Companies Inc	$13.7M	5.05%	0.01%	-16.1%	Q3 2025
CCJCameco Corp	$13M	4.80%	0.03%	-15.4%	Q3 2025
NUNu Holdings Ltd.	$12.8M	4.72%	Not reported	-0.9%	Q3 2025
MUMicron Technology Inc	$12M	4.45%	0.00%	-39.9%	Q3 2025
SESea Ltd	$11.6M	4.27%	0.08%	+30.7%	Q3 2025
MAMastercard Inc	$10.5M	3.89%	0.00%	+37.5%	Q3 2025
NFLXNetflix Inc	$10.2M	3.78%	0.00%	+1.3%	Q3 2025
XYZBlock, Inc.	$10.2M	3.75%	Not reported	Not reported	Q3 2025
AXONAxon Enterprise, Inc.	$10.1M	3.74%	0.03%	+64.2%	Q3 2025
MELIMercadolibre Inc	$9.76M	3.61%	0.01%	+0.3%	Q3 2025
MSFTMicrosoft Corp	$9.44M	3.49%	0.00%	+34.8%	Q3 2025
NKENIKE, Inc.	$9.38M	3.47%	0.01%	+32.5%	Q3 2025
HOODRobinhood Markets, Inc.	$8.94M	3.30%	0.06%	+9.4%	Q3 2025
SHOPShopify Inc.	$8.88M	3.28%	0.02%	+0.7%	Q3 2025
INTUIntuit Inc.	$7.56M	2.79%	0.01%	-10.9%	Q3 2025
LRCXLam Research Corp	$6.57M	2.43%	0.00%	-46.2%	Q3 2025
NOWServiceNow, Inc.	$6.07M	2.24%	0.01%	Not reported	Q3 2025
UBERUber Technologies, Inc	$5.74M	2.12%	0.00%	Not reported	Q3 2025
SCHWSchwab Charles Corp	$5.36M	1.98%	0.00%	New	Q1 2026
GOOGLAlphabet Inc.	$5.12M	1.89%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$4.98M	1.84%	Not reported	New	Q1 2026
IOTSamsara Inc.	$4.79M	1.77%	Not reported	Not reported	Q3 2025
WINGWingstop Inc.	$4.79M	1.77%	0.11%	+33.2%	Q4 2025
ASMLAsml Holding NV	$4.42M	1.63%	0.00%	0.0%	Q3 2025
ZZillow Group, Inc.	$4.18M	1.54%	Not reported	Not reported	Q3 2025
CVLTCommvault Systems Inc	$3.21M	1.19%	0.10%	Not reported	Q3 2025
SONYSony Group Corp	$2.92M	1.08%	0.00%	+2.1%	Q3 2025
BNBROOKFIELD Corp	$2.08M	0.77%	Not reported	+2.1%	Q3 2025
SAPSap SE	$1.95M	0.72%	0.00%	+2.1%	Q3 2025
RACEFerrari N.V.	$1.76M	0.65%	0.00%	+2.1%	Q3 2025
FWONKLiberty Media Corp	$4.68K	0.00%	Not reported	Not reported	Q3 2025
Q4 2025Reported Feb 17, 202633 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$20.2M	6.74%	0.00%	-4.6%	Q3 2025
MUMicron Technology Inc	$16.9M	5.64%	0.01%	-6.3%	Q3 2025
TJXTJX Companies Inc	$15.7M	5.22%	0.01%	+34.6%	Q3 2025
AMZNAmazon Com Inc	$15.1M	5.04%	0.00%	+1.5%	Q3 2025
NUNu Holdings Ltd.	$15M	5.01%	Not reported	+1.6%	Q3 2025
NVDANvidia Corp	$14.8M	4.95%	0.00%	+5.0%	Q3 2025
SESea Ltd	$13.6M	4.55%	0.06%	+0.9%	Q3 2025
HOODRobinhood Markets, Inc.	$13.3M	4.45%	0.05%	-23.1%	Q3 2025
INTUIntuit Inc.	$13M	4.33%	0.01%	+1.3%	Q3 2025
CCJCameco Corp	$12.9M	4.31%	0.03%	-0.2%	Q3 2025
SHOPShopify Inc.	$12M	3.99%	0.02%	+1.8%	Q3 2025
MELIMercadolibre Inc	$11.3M	3.78%	0.01%	+1.6%	Q3 2025
XYZBlock, Inc.	$11M	3.66%	Not reported	+1.3%	Q3 2025
NFLXNetflix Inc	$9.85M	3.28%	0.00%	+0.7%	Q3 2025
LRCXLam Research Corp	$9.77M	3.26%	0.00%	-24.5%	Q3 2025
MSFTMicrosoft Corp	$9.15M	3.05%	0.00%	-0.4%	Q3 2025
NOWServiceNow, Inc.	$8.9M	2.97%	0.01%	+0.6%	Q3 2025
MAMastercard Inc	$8.76M	2.92%	0.00%	-0.3%	Q3 2025
NKENIKE, Inc.	$8.54M	2.85%	0.01%	+54.6%	Q3 2025
AXONAxon Enterprise, Inc.	$8.24M	2.75%	0.02%	+52.7%	Q3 2025
ZZillow Group, Inc.	$6.88M	2.29%	Not reported	-0.3%	Q3 2025
UBERUber Technologies, Inc	$6.52M	2.17%	0.00%	-0.4%	Q3 2025
MTCHMatch Group, Inc.	$6.18M	2.06%	0.08%	-0.3%	Q3 2025
WINGWingstop Inc.	$5.53M	1.84%	0.08%	New	Q4 2025
IOTSamsara Inc.	$5.36M	1.79%	Not reported	-0.3%	Q3 2025
CVLTCommvault Systems Inc	$5.17M	1.72%	0.09%	-0.4%	Q3 2025
ASMLAsml Holding NV	$3.58M	1.19%	0.00%	-22.1%	Q3 2025
SONYSony Group Corp	$3.53M	1.18%	0.00%	+33.0%	Q3 2025
SAPSap SE	$2.71M	0.90%	0.00%	+2.9%	Q3 2025
BNBROOKFIELD Corp	$2.31M	0.77%	Not reported	-34.4%	Q3 2025
NVONovo Nordisk A S	$2.13M	0.71%	Not reported	+3.0%	Q3 2025
RACEFerrari N.V.	$1.88M	0.63%	0.00%	+5.2%	Q3 2025
FWONKLiberty Media Corp	$5.42K	0.00%	Not reported	Not reported	Q3 2025
Q3 2025Reported Nov 13, 202534 positions
HOODRobinhood Markets, Inc.	$22M	6.94%	0.07%	New	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$19.5M	6.15%	0.00%	New	Q3 2025
SESea Ltd	$18.9M	5.99%	0.06%	New	Q3 2025
AMZNAmazon Com Inc	$14.2M	4.48%	0.00%	New	Q3 2025
NVDANvidia Corp	$14.1M	4.47%	0.00%	New	Q3 2025
NUNu Holdings Ltd.	$14.1M	4.47%	Not reported	New	Q3 2025
INTUIntuit Inc.	$13.2M	4.18%	0.01%	New	Q3 2025
MELIMercadolibre Inc	$12.9M	4.09%	0.01%	New	Q3 2025
NFLXNetflix Inc	$12.5M	3.95%	0.00%	New	Q3 2025
XYZBlock, Inc.	$12M	3.80%	Not reported	New	Q3 2025
CCJCameco Corp	$11.9M	3.75%	0.03%	New	Q3 2025
TJXTJX Companies Inc	$10.9M	3.46%	0.01%	New	Q3 2025
SHOPShopify Inc.	$10.9M	3.43%	0.02%	New	Q3 2025
NOWServiceNow, Inc.	$10.6M	3.36%	0.01%	New	Q3 2025
MUMicron Technology Inc	$10.6M	3.35%	0.01%	New	Q3 2025
LRCXLam Research Corp	$10.1M	3.20%	0.01%	New	Q3 2025
MSFTMicrosoft Corp	$9.83M	3.11%	0.00%	New	Q3 2025
GTLBGitlab Inc.	$9.38M	2.97%	Not reported	New	Q3 2025
MAMastercard Inc	$8.76M	2.77%	0.00%	New	Q3 2025
UBERUber Technologies, Inc	$7.85M	2.48%	0.00%	New	Q3 2025
CVLTCommvault Systems Inc	$7.81M	2.47%	0.09%	New	Q3 2025
ZZillow Group, Inc.	$7.8M	2.47%	Not reported	New	Q3 2025
AXONAxon Enterprise, Inc.	$6.82M	2.15%	0.01%	New	Q3 2025
MTCHMatch Group, Inc.	$6.78M	2.14%	0.08%	New	Q3 2025
NKENIKE, Inc.	$6.05M	1.91%	0.01%	New	Q3 2025
IOTSamsara Inc.	$5.65M	1.79%	Not reported	New	Q3 2025
ASMLAsml Holding NV	$4.16M	1.32%	0.00%	New	Q3 2025
BNBROOKFIELD Corp	$3.5M	1.11%	Not reported	New	Q3 2025
SONYSony Group Corp	$2.98M	0.94%	0.00%	New	Q3 2025
MNDYmonday.com Ltd.	$2.94M	0.93%	0.03%	New	Q3 2025
SAPSap SE	$2.9M	0.92%	0.00%	New	Q3 2025
RACEFerrari N.V.	$2.35M	0.74%	0.00%	New	Q3 2025
NVONovo Nordisk A S	$2.25M	0.71%	Not reported	New	Q3 2025
FWONKLiberty Media Corp	$5.75K	0.00%	Not reported	New	Q3 2025

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