Ravenswood Partners LP

MCLEAN, VA · CIK 2015178 · 13F filing filed 2026-08-06

SEC-registered investment adviser since 2024 · limited partnership

Assets managed$436.1m
Staff5 · 3 in investment roles
Main clients (by assets)Mutual funds and ETFs 65%, State and local governments 22%, Private funds 13%
Private funds1 (1 hedge) · $55.0m gross assets
Form ADV · 2026-05-14SEC adviser record

Legal entityRAVENSWOOD PARTNERS, LP (US)

$312.6m reported value +15.5% vs Q1 2026

36positions

56.1%in top 10

7 new 8 added 10 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	24,095	$27.8m8.90%	8.90%	Reduced -11.5k	-11,524 -32.4%
2	NVIDIA CORPORATION COM NVDA	NVDA	110,220	$22.1m7.05%	7.05%	Unchanged
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	44,966	$21.5m6.87%	6.87%	Reduced -1.0k	-1,014 -2.2%
4	SEA LTD SPONSORD ADS SE	SE	176,344	$16.9m5.41%	5.41%	Added +36.7k	+36,666 26.2%
5	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	164,352	$16.5m5.27%	5.27%	Added +35.3k	+35,333 27.4%
6	AMAZON COM INC COM AMZN	AMZN	67,003	$16.0m5.11%	5.11%	Added +3	+3 0.0%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	39,898	$14.3m4.56%	4.56%	Added +22.1k	+22,088 124.0%
8	AXON ENTERPRISE INC COM AXON	AXON	25,087	$14.1m4.50%	4.50%	Added +1.3k	+1,277 5.4%
9	LAM RESEARCH CORP COM NEW LRCX	LRCX	30,741	$13.3m4.26%	4.26%	Unchanged
10	NU HLDGS LTD ORD SHS CL A NU	NU	972,044	$13.0m4.15%	4.15%	Added +82.9k	+82,938 9.3%
11	TJX COS INC NEW COM TJX	TJX	85,513	$13.0m4.14%	4.14%	Unchanged
12	BLOCK INC CL A XYZ	XYZ	168,692	$12.8m4.10%	4.10%	Unchanged
13	CAMECO CORP COM CCJ	CCJ	117,796	$12.0m3.84%	3.84%	Reduced -1.7k	-1,725 -1.4%
14	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	73,803	$8.4m2.70%	2.70%	Reduced -1.0k	-1,048 -1.4%
15	MERCADOLIBRE INC COM MELI	MELI	4,804	$8.2m2.61%	2.61%	Reduced -840	-840 -14.9%
16	NETFLIX INC COM NFLX	NFLX	106,441	$7.6m2.43%	2.43%	Unchanged
17	WINGSTOP INC COM WING	WING	40,469	$7.0m2.24%	2.24%	Added +9.6k	+9,560 30.9%
18	MICROSOFT CORP COM MSFT	MSFT	18,506	$6.9m2.21%	2.21%	Reduced -7.0k	-6,993 -27.4%
19	SCHWAB CHARLES CORP COM SCHW	SCHW	73,282	$6.8m2.16%	2.16%	Added +16.2k	+16,200 28.4%
20	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,321	$6.6m2.11%	2.11%	Reduced -28	-28 -0.8%
21	SERVICENOW INC COM NOW	NOW	58,085	$5.8m1.84%	1.84%	Unchanged
22	META PLATFORMS INC CL A META	META	8,712	$4.9m1.57%	1.57%	Unchanged
23	MEDLINE INC COM CL A MDLN	MDLN	115,917	$4.6m1.46%	1.46%	New
24	INTUIT COM INTU	INTU	17,492	$4.6m1.46%	1.46%	Unchanged
25	NIKE INC CL B NKE	NKE	104,154	$4.3m1.37%	1.37%	Reduced -73.4k	-73,434 -41.4%
26	BLOOM ENERGY CORP COM CL A BE	BE	13,245	$4.0m1.28%	1.28%	New
27	QUANTA SVCS INC COM PWR	PWR	5,437	$3.9m1.25%	1.25%	New
28	ZILLOW GROUP INC CL C CAP STK Z	Z	100,896	$3.2m1.02%	1.02%	Unchanged
29	AMER SPORTS INC COM SHS AS	AS	76,352	$2.6m0.83%	0.83%	New
30	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	8,616	$2.4m0.76%	0.76%	New
31	BROOKFIELD CORP CL A LTD VT SH BN	BN	51,365	$2.2m0.70%	0.70%	Unchanged
32	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	4,488	$2.1m0.66%	0.66%	New
33	SONY GROUP CORP SPONSORED ADR SONY	SONY	97,559	$2.0m0.63%	0.63%	Reduced -43.3k	-43,284 -30.7%
34	SAP SE SPON ADR SAP	SAP	10,809	$1.7m0.53%	0.53%	Reduced -585	-585 -5.1%
35	ISHARES TR MSCI INDIA ETF INDA	INDA	177	$8.7k0.00%	0.00%	Unchanged
36	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	38	$2.8k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MASTERCARD INCORPORATED MA	MA	21,095	$10.5m21.1k shares
UBER TECHNOLOGIES INC UBER	UBER	79,841	$5.7m79.8k shares
SAMSARA INC IOT	IOT	151,184	$4.8m151.2k shares
COMMVAULT SYS INC CVLT	CVLT	41,245	$3.2m41.2k shares
FERRARI N V RACE	RACE	5,192	$1.8m5.2k shares
LIBERTY MEDIA CORP DEL FWONK	FWONK	55	$4.7k55 shares