Institutional Manager · CIK 0002015178
Ravenswood Partners LP
MCLEAN, VA · File #028-25855
Latest AUM
$300.0M
Positions
34
Top-10 Concentration
50.2%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 874039100 | 66,518 | $20.2M | 6.74% |
| 2 | MICRON TECHNOLOGY ORD | MU | 59,282 | $16.9M | 5.64% |
| 3 | TJX ORD | 872540109 | 101,949 | $15.7M | 5.22% |
| 4 | AMAZON COM ORD | AMZN | 65,485 | $15.1M | 5.04% |
| 5 | NU HOLDINGS CL A ORD | NU | 897,204 | $15.0M | 5.01% |
| 6 | NVIDIA ORD | NVDA | 79,586 | $14.8M | 4.95% |
| 7 | SEA ADS REP CL A ORD | SE | 106,883 | $13.6M | 4.55% |
| 8 | ROBINHOOD MARKETS CL A ORD | 770700102 | 117,898 | $13.3M | 4.45% |
| 9 | INTUIT ORD | INTU | 19,620 | $13.0M | 4.33% |
| 10 | CAMECO ORD | CCJ | 141,276 | $12.9M | 4.31% |
| 11 | SHOPIFY CL A SUB VTG ORD | SHOP | 74,371 | $12.0M | 3.99% |
| 12 | MERCADOLIBRE ORD | MELI | 5,626 | $11.3M | 3.78% |
| 13 | BLOCK CL A ORD | BSQKZ | 168,692 | $11.0M | 3.66% |
| 14 | NETFLIX ORD | NFLX | 105,030 | $9.8M | 3.28% |
| 15 | LAM RESEARCH ORD | LRCX | 57,100 | $9.8M | 3.26% |
| 16 | MICROSOFT ORD | MSFT | 18,918 | $9.1M | 3.05% |
| 17 | SERVICENOW ORD | NOW | 58,085 | $8.9M | 2.97% |
| 18 | MASTERCARD CL A ORD | MA | 15,342 | $8.8M | 2.92% |
| 19 | NIKE CL B ORD | NKE | 134,027 | $8.5M | 2.85% |
| 20 | AXON ENTERPRISE ORD | AXON | 14,503 | $8.2M | 2.75% |