Ravenswood Partners LP 13F Holdings

CIK 0002015178 · MCLEAN, VA

As of Sep 30, 2025, Ravenswood Partners LP reported 36 positions worth $316.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ROBINHOOD MARKETS INC - AHOODEquity153,375$22.0M6.94%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology69,721 9.5M6.15%
SEA LTDSEConsumer Cyclical105,974 8.9M5.99%
AMAZON.COM INCAMZNEquity64,539 4.2M4.48%
NVIDIA CORPNVDATechnology75,793 4.1M4.47%
NU HOLDINGS LTDNUFinancial Services882,950 4.1M4.47%
INTUIT INCINTUTechnology19,368 3.2M4.18%
MERCADOLIBRE INCMELIConsumer Cyclical5,538 2.9M4.09%
NETFLIX INCNFLXCommunication Services10,430 2.5M3.95%
BLOCK INCXYZTechnology166,505 2.0M3.80%
CAMECO CORPCCOBasic Materials141,605 1.9M3.75%
TJX COMPANIES INCTJXConsumer Cyclical75,751 0.9M3.46%
SHOPIFY INCSHOPTechnology73,053 0.9M3.43%
SERVICENOW INCNOWTechnology11,546 0.6M3.36%
MICRON TECHNOLOGY INCMUTechnology63,257 0.6M3.35%
LAM RESEARCH CORPLRCXTechnology75,636 0.1M3.20%
MICROSOFT CORPMSFTTechnology18,984$9.8M3.11%
GITLAB INCGTLBTechnology208,176$9.4M2.97%
MASTERCARD INCMAFinancial Services15,394$8.8M2.77%
UBER TECHNOLOGIES INCUBERTechnology80,118$7.8M2.48%
COMMVAULT SYSTEMS INCCVLTTechnology41,388$7.8M2.47%
ZILLOW GROUP INCZCommunication Services101,244$7.8M2.47%
AXON ENTERPRISE INCAXONIndustrials9,501$6.8M2.15%
MATCH GROUP INCMTCHCommunication Services192,086$6.8M2.14%
NIKE INCNKEConsumer Cyclical86,700$6.0M1.91%