Ravenswood Partners LP
MCLEAN, VA
$313m in 36 US stocks at the end of 30 June 2026. The top 10 are 56.1% of the money. It changed about 21.7% of the portfolio this quarter.
Value
$313m
Stocks
36
Top 10 share
56.1%
Turnover
21.7%
What changed this quarter
New
Bought for the first time this quarter.
- MedlineMDLN1.5% of the fund
- Bloom EnergyBE1.3% of the fund
- Quanta ServicesPWR1.3% of the fund
- Amer SportsAS0.8% of the fund
- Nebius GroupNBIS0.8% of the fund
- Spotify TechnologySPOT0.7% of the fund
- Roundhill ETF TrustDRAM<0.1% of the fund
Added
Bought more of a stock they already held.
- SeaSE5.4% of the fund+26%
- Robinhood MarketsHOOD5.3% of the fund+27%
- AlphabetGOOGL4.6% of the fund+124%
- Axon EnterpriseAXON4.5% of the fund+5%
- Nu HoldingsNU4.2% of the fund+9%
- WingstopWING2.2% of the fund+31%
- Charles SchwabSCHW2.2% of the fund+28%
Cut
Sold some of their stake.
- Micron TechnologyMU8.9% of the fund-32%
- Taiwan Semiconductor ManufacturingTSM6.9% of the fund-2%
- MercadoLibreMELI2.6% of the fund-15%
- MicrosoftMSFT2.2% of the fund-27%
- NikeNKE1.4% of the fund-41%
- Sony GroupSONY0.6% of the fund-31%
- SAP SESAP0.5% of the fund-5%
Sold out
Sold their entire stake.
- MastercardMA-100%
- Uber TechnologiesUBER-100%
- SamsaraIOT-100%
- Commvault SystemsCVLT-100%
- FerrariRACE-100%
- Liberty MediaFWONK-100%
Holdings
- SeaSE
- Share
- 5.4%
- Value
- $17m
- Shares
- 176,344
+26%
- CamecoCCJ
- Share
- 3.8%
- Value
- $12m
- Shares
- 117,796
Held
- BrookfieldBN
- Share
- 0.7%
- Value
- $2m
- Shares
- 51,365
Held
- Sony GroupSONY
- Share
- 0.6%
- Value
- $2m
- Shares
- 97,559
-31%
- Ishares TRINDA
- Share
- <0.1%
- Value
- $8,742
- Shares
- 177
Held
- Roundhill ETF TrustDRAM
- Share
- <0.1%
- Value
- $2,806
- Shares
- 38
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Micron TechnologyMU | 8.9% | $28m | 24,095 | -32% |
| NvidiaNVDA | 7.1% | $22m | 110,220 | Held |
| Taiwan Semiconductor ManufacturingTSM | 6.9% | $21m | 44,966 | -2% |
| SeaSE | 5.4% | $17m | 176,344 | +26% |
| Robinhood MarketsHOOD | 5.3% | $16m | 164,352 | +27% |
| Amazon.comAMZN | 5.1% | $16m | 67,003 | Held |
| AlphabetGOOGL | 4.6% | $14m | 39,898 | +124% |
| Axon EnterpriseAXON | 4.5% | $14m | 25,087 | +5% |
| Lam ResearchLRCX | 4.3% | $13m | 30,741 | Held |
| Nu HoldingsNU | 4.2% | $13m | 972,044 | +9% |
| TJX CompaniesTJX | 4.1% | $13m | 85,513 | Held |
| BlockXYZ | 4.1% | $13m | 168,692 | Held |
| CamecoCCJ | 3.8% | $12m | 117,796 | Held |
| ShopifySHOP | 2.7% | $8m | 73,803 | Held |
| MercadoLibreMELI | 2.6% | $8m | 4,804 | -15% |
| NetflixNFLX | 2.4% | $8m | 106,441 | Held |
| WingstopWING | 2.2% | $7m | 40,469 | +31% |
| MicrosoftMSFT | 2.2% | $7m | 18,506 | -27% |
| Charles SchwabSCHW | 2.2% | $7m | 73,282 | +28% |
| ASML Holding NVASML | 2.1% | $7m | 3,321 | Held |
| ServiceNowNOW | 1.8% | $6m | 58,085 | Held |
| Meta PlatformsMETA | 1.6% | $5m | 8,712 | Held |
| MedlineMDLN | 1.5% | $5m | 115,917 | New |
| IntuitINTU | 1.5% | $5m | 17,492 | Held |
| NikeNKE | 1.4% | $4m | 104,154 | -41% |
| Bloom EnergyBE | 1.3% | $4m | 13,245 | New |
| Quanta ServicesPWR | 1.3% | $4m | 5,437 | New |
| Zillow GroupZ | 1.0% | $3m | 100,896 | Held |
| Amer SportsAS | 0.8% | $3m | 76,352 | New |
| Nebius GroupNBIS | 0.8% | $2m | 8,616 | New |
| BrookfieldBN | 0.7% | $2m | 51,365 | Held |
| Spotify TechnologySPOT | 0.7% | $2m | 4,488 | New |
| Sony GroupSONY | 0.6% | $2m | 97,559 | -31% |
| SAP SESAP | 0.5% | $2m | 10,809 | -5% |
| Ishares TRINDA | <0.1% | $8,742 | 177 | Held |
| Roundhill ETF TrustDRAM | <0.1% | $2,806 | 38 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is down 1.2% since 30 September 2025.
Where the money is
Technology40.2%
Financial services15.7%
Retail & consumer13.7%
Media & telecom9.2%
Industrials9.1%
Materials3.8%
Health care1.5%
Real estate0.7%
Other6.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.