13F HOLDINGS REPORT
Ravenswood Partners LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002015178-25-000004
Total Value
$316.4M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Robinhood Markets Inc | 770700102 | 153,375 | $22.0M | 6.94% |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 69,721 | $19.5M | 6.15% |
| 3 | Sea Ltd | SE | 105,974 | $18.9M | 5.99% |
| 4 | Amazon.com Inc | AMZN | 64,539 | $14.2M | 4.48% |
| 5 | NVIDIA Corp | NVDA | 75,793 | $14.1M | 4.47% |
| 6 | Nu Holdings Ltd | NU | 882,950 | $14.1M | 4.47% |
| 7 | Intuit Inc | INTU | 19,368 | $13.2M | 4.18% |
| 8 | MercadoLibre Inc | MELI | 5,538 | $12.9M | 4.09% |
| 9 | Netflix Inc | NFLX | 10,430 | $12.5M | 3.95% |
| 10 | Block Inc | BSQKZ | 166,505 | $12.0M | 3.80% |
| 11 | Cameco Corp | CCJ | 141,605 | $11.9M | 3.75% |
| 12 | TJX Companies Inc | 872540109 | 75,751 | $10.9M | 3.46% |
| 13 | Shopify Inc | SHOP | 73,053 | $10.9M | 3.43% |
| 14 | ServiceNow Inc | NOW | 11,546 | $10.6M | 3.36% |
| 15 | Micron Technology Inc | MU | 63,257 | $10.6M | 3.35% |
| 16 | Lam Research Corp | LRCX | 75,636 | $10.1M | 3.20% |
| 17 | Microsoft Corp | MSFT | 18,984 | $9.8M | 3.11% |
| 18 | GitLab Inc | GTLB | 208,176 | $9.4M | 2.97% |
| 19 | Mastercard Inc | MA | 15,394 | $8.8M | 2.77% |
| 20 | Uber Technologies Inc | UBER | 80,118 | $7.8M | 2.48% |
| 21 | Commvault Systems Inc | CVLT | 41,388 | $7.8M | 2.47% |
| 22 | Zillow Group Inc | Z | 101,244 | $7.8M | 2.47% |
| 23 | Axon Enterprise Inc | AXON | 9,501 | $6.8M | 2.15% |
| 24 | Match Group Inc | MTCH | 192,086 | $6.8M | 2.14% |
| 25 | Nike Inc | NKE | 86,700 | $6.0M | 1.91% |
| 26 | Samsara Inc | IOT | 151,692 | $5.7M | 1.79% |
| 27 | ASML Holding NV | ASMLF | 4,298 | $4.2M | 1.32% |
| 28 | Brookfield Corp | 11271J107 | 51,086 | $3.5M | 1.11% |
| 29 | Sony Group Corp | SNEJF | 103,663 | $3.0M | 0.94% |
| 30 | monday.com Ltd | MNDY | 15,176 | $2.9M | 0.93% |
| 31 | SAP SE | SAPGF | 10,839 | $2.9M | 0.92% |
| 32 | Ferrari NV | RACE | 4,834 | $2.3M | 0.74% |
| 33 | Novo Nordisk A/S | NONOF | 40,604 | $2.3M | 0.71% |
| 34 | iShares Trust - iShares MSCI India ETF | 46429B598 | 516 | $26,863 | 0.01% |
| 35 | Liberty Media Corp | FWONB | 55 | $5,745 | 0.00% |
| 36 | iShares, Inc - iShares MSCI Japan ETF | 46434G822 | 60 | $4,813 | 0.00% |