Ravenswood Partners Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$270.7M
Q ending 2026-03-31
Prior quarter
$300.0M
Q ending 2025-12-31
Change
-9.8% QoQ
Positions
35
reported holdings
Largest positions
All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Ord | NVDA | Shares | $19.2M | 110K |
| Taiwan Semiconductor Mnftg Adr 5 O | TSM | Shares | $15.5M | 46K |
| Amazon Com Ord | AMZN | Shares | $14.0M | 67K |
| Tjx Ord | TJX | Shares | $13.7M | 86K |
| Cameco Ord | CCJ | Shares | $13.0M | 120K |
| Nu Holdings Cl A Ord | Shares | $12.8M | 889K | |
| Micron Technology Ord | MU | Shares | $12.0M | 36K |
| Sea Ads Rep Cl A Ord | SE | Shares | $11.6M | 140K |
| Mastercard Cl A Ord | MA | Shares | $10.5M | 21K |
| Netflix Ord | NFLX | Shares | $10.2M | 106K |
| Block Cl A Ord | XYZ | Shares | $10.2M | 169K |
| Axon Enterprise Ord | AXON | Shares | $10.1M | 24K |
| Mercadolibre Ord | MELI | Shares | $9.8M | 6K |
| Microsoft Ord | MSFT | Shares | $9.4M | 25K |
| Nike Cl B Ord | NKE | Shares | $9.4M | 178K |
| Robinhood Markets Cl A Ord | HOOD | Shares | $8.9M | 129K |
| Shopify Cl A Sub Vtg Ord | SHOP | Shares | $8.9M | 75K |
| Intuit Ord | INTU | Shares | $7.6M | 17K |
| Lam Research Ord | LRCX | Shares | $6.6M | 31K |
| Servicenow Ord | NOW | Shares | $6.1M | 58K |
| Uber Technologies Ord | UBER | Shares | $5.7M | 80K |
| Charles Schwab Ord | SCHW | Shares | $5.4M | 57K |
| Alphabet Cl A Ord | GOOGL | Shares | $5.1M | 18K |
| Meta Platforms Cl A Ord | META | Shares | $5.0M | 9K |
| Samsara Cl A Ord | IOT | Shares | $4.8M | 151K |
| Wingstop Ord | WING | Shares | $4.8M | 31K |
| Asml Holding Adr Rep Ord | Shares | $4.4M | 3K | |
| Zillow Group Cl C Ord | Z | Shares | $4.2M | 101K |
| Commvault Systems Ord | CVLT | Shares | $3.2M | 41K |
| Sony Group Adr Rep Ord | SONY | Shares | $2.9M | 141K |
| Brookfield Cl A Ord | BN | Shares | $2.1M | 51K |
| Sap Adr Rep 1 Ord | SAP | Shares | $2.0M | 11K |
| Ferrari Ord | Shares | $1.8M | 5K | |
| Ishares Msci India Index Etf | INDA | Shares | $8K | 177 |
| Liberty Media Formula One Srs C Or | FWONK | Shares | $5K | 55 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.