Ravenswood Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Ravenswood Partners LP reported 36 stock positions worth $312.6 million. Its top holding was Micron Technology (MU) at 8.9% of the portfolio, followed by Nvidia (NVDA, 7.1%) and Taiwan Semiconductor-SP ADR (TSM, 6.9%). Compared with Q1 2026, it opened 7 new positions, sold out of 6, added to 8 and reduced 10. The biggest buy was Alphabet Class A (GOOGL, shares +124%) and the biggest sale an exit from Mastercard Class A (MA).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0002015178
- Portfolio Value
- $312.6M (Q2 2026)
- SEC Filing
- 0002015178-26-000005 ↗ filed Aug 6, 2026
Holdings Value
Holdings 36 stocks · $312.6M
| MU Micron Technology Inc. | 8.90% | 24,095 | $27.8M | Reduce -32.4% |
| NVDA Nvidia Corp. | 7.05% | 110,220 | $22.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 6.87% | 44,966 | $21.5M | Reduce -2.2% |
| SE Sea Ltd.-ADR | 5.41% | 176,344 | $16.9M | Add +26.3% |
| HOOD Robinhood Markets Inc. Class A | 5.27% | 164,352 | $16.5M | Add +27.4% |
| AMZN Amazon.com Inc. | 5.11% | 67,003 | $16.0M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 4.56% | 39,898 | $14.3M | Add +124.0% |
| AXON Axon Enterprise Inc. | 4.50% | 25,087 | $14.1M | Add +5.4% |
| LRCX Lam Research Corp. | 4.26% | 30,741 | $13.3M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 4.15% | 972,044 | $13.0M | Add +9.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.14% | 85,513 | $13.0M | No change |
| XYZ Block Inc. | 4.10% | 168,692 | $12.8M | No change |
| CCJ Cameco Corp. | 3.84% | 117,796 | $12.0M | Reduce -1.4% |
| SHOP Shopify Inc. Class A | 2.70% | 73,803 | $8.4M | Reduce -1.4% |
| MELI MercadoLibre Inc. | 2.61% | 4,804 | $8.2M | Reduce -14.9% |
| NFLX Netflix Inc. | 2.43% | 106,441 | $7.6M | No change |
| WING Wingstop Inc. | 2.24% | 40,469 | $7.0M | Add +30.9% |
| MSFT Microsoft Corp. | 2.21% | 18,506 | $6.9M | Reduce -27.4% |
| SCHW Schwab (charles) Corp. | 2.16% | 73,282 | $6.8M | Add +28.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.11% | 3,321 | $6.6M | Reduce -0.8% |
| NOW ServiceNow Inc. | 1.84% | 58,085 | $5.8M | No change |
| META Meta Platforms Inc. Class A | 1.57% | 8,712 | $4.9M | No change |
| MDLN Medline Inc. Class A | 1.46% | 115,917 | $4.6M | New |
| INTU Intuit Inc. | 1.46% | 17,492 | $4.6M | No change |
| NKE Nike Inc. Class B | 1.37% | 104,154 | $4.3M | Reduce -41.4% |
| BE Bloom Energy Corp. Class A | 1.28% | 13,245 | $4.0M | New |
| PWR Quanta Services Inc. | 1.25% | 5,437 | $3.9M | New |
| Z Zillow Group Inc. Class C | 1.02% | 100,896 | $3.2M | No change |
| AS Amer Sports Inc. | 0.83% | 76,352 | $2.6M | New |
| NBIS Nebius Group NV | 0.76% | 8,616 | $2.4M | New |
| BN Brookfield Corp. | 0.70% | 51,365 | $2.2M | No change |
| SPOT Spotify Technology SA | 0.66% | 4,488 | $2.1M | New |
| SONY Sony Group Corp. - SP ADR | 0.63% | 97,559 | $2.0M | Reduce -30.7% |
| SAP Sap SE-Sponsored ADR | 0.53% | 10,809 | $1.7M | Reduce -5.1% |
| INDA iShares MSCI India ETF | 0.00% | 177 | $9K | No change |
| DRAM Roundhill Memory ETF | 0.00% | 38 | $3K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MA Mastercard Inc. Class A | Sold out | 0.00% | −3.89 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −2.12 |
| NKE Nike Inc. Class B | Reduce -41.4% | 1.37% | −2.10 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −1.77 |
| MSFT Microsoft Corp. | Reduce -27.4% | 2.21% | −1.28 |
| CVLT Commvault Systems Inc. | Sold out | 0.00% | −1.19 |
| MELI MercadoLibre Inc. | Reduce -14.9% | 2.61% | −1.00 |
| CCJ Cameco Corp. | Reduce -1.4% | 3.84% | −0.96 |
| RACE Ferrari NV | Sold out | 0.00% | −0.65 |
| SHOP Shopify Inc. Class A | Reduce -1.4% | 2.70% | −0.58 |
| SONY Sony Group Corp. - SP ADR | Reduce -30.7% | 0.63% | −0.45 |
| SAP Sap SE-Sponsored ADR | Reduce -5.1% | 0.53% | −0.19 |
| FWONK Liberty Media Corp. Class C | Sold out | 0.00% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.8% | 2.11% | +0.48 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.2% | 6.87% | +1.13 |
| MU Micron Technology Inc. | Reduce -32.4% | 8.90% | +4.45 |
Portfolio Buys Q1 2026 → Q2 2026
| GOOGL Alphabet Inc. Class A | Add +124.0% | 4.56% | +2.67 |
| HOOD Robinhood Markets Inc. Class A | Add +27.4% | 5.27% | +1.97 |
| MDLN Medline Inc. Class A | New | 1.46% | +1.46 |
| BE Bloom Energy Corp. Class A | New | 1.28% | +1.28 |
| PWR Quanta Services Inc. | New | 1.25% | +1.25 |
| SE Sea Ltd.-ADR | Add +26.3% | 5.41% | +1.13 |
| AS Amer Sports Inc. | New | 0.83% | +0.83 |
| AXON Axon Enterprise Inc. | Add +5.4% | 4.50% | +0.76 |
| NBIS Nebius Group NV | New | 0.76% | +0.76 |
| SPOT Spotify Technology SA | New | 0.66% | +0.66 |
| WING Wingstop Inc. | Add +30.9% | 2.24% | +0.48 |
| SCHW Schwab (charles) Corp. | Add +28.4% | 2.16% | +0.18 |
| DRAM Roundhill Memory ETF | New | 0.00% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.0% | 5.11% | −0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +9.3% | 4.15% | −0.57 |