Ravenswood Partners LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Ravenswood Partners LP reported 36 stock positions worth $316.4 million. Its top holding was Robinhood Markets Class A (HOOD) at 6.9% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 6.2%) and Sea Ltd.-ADR (SE, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0002015178
- Portfolio Value
- $316.4M (Q3 2025)
- SEC Filing
- 0002015178-25-000004 ↗ filed Nov 13, 2025
Holdings Value
Holdings 36 stocks · $316.4M
| HOOD Robinhood Markets Inc. Class A | 6.94% | 153,375 | $22.0M | — |
| TSM Taiwan Semiconductor-SP ADR | 6.15% | 69,721 | $19.5M | — |
| SE Sea Ltd.-ADR | 5.99% | 105,974 | $18.9M | — |
| AMZN Amazon.com Inc. | 4.48% | 64,539 | $14.2M | — |
| NVDA Nvidia Corp. | 4.47% | 75,793 | $14.1M | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 4.47% | 882,950 | $14.1M | — |
| INTU Intuit Inc. | 4.18% | 19,368 | $13.2M | — |
| MELI MercadoLibre Inc. | 4.09% | 5,538 | $12.9M | — |
| NFLX Netflix Inc. | 3.95% | 10,430 | $12.5M | — |
| XYZ Block Inc. | 3.80% | 166,505 | $12.0M | — |
| CCJ Cameco Corp. | 3.75% | 141,605 | $11.9M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.46% | 75,751 | $10.9M | — |
| SHOP Shopify Inc. Class A | 3.43% | 73,053 | $10.9M | — |
| NOW ServiceNow Inc. | 3.36% | 11,546 | $10.6M | — |
| MU Micron Technology Inc. | 3.35% | 63,257 | $10.6M | — |
| LRCX Lam Research Corp. | 3.20% | 75,636 | $10.1M | — |
| MSFT Microsoft Corp. | 3.11% | 18,984 | $9.8M | — |
| GTLB Gitlab Inc. Class A | 2.97% | 208,176 | $9.4M | — |
| MA Mastercard Inc. Class A | 2.77% | 15,394 | $8.8M | — |
| UBER Uber Technologies Inc. | 2.48% | 80,118 | $7.8M | — |
| CVLT Commvault Systems Inc. | 2.47% | 41,388 | $7.8M | — |
| Z Zillow Group Inc. Class C | 2.47% | 101,244 | $7.8M | — |
| AXON Axon Enterprise Inc. | 2.15% | 9,501 | $6.8M | — |
| MTCH Match Group Inc. | 2.14% | 192,086 | $6.8M | — |
| NKE Nike Inc. Class B | 1.91% | 86,700 | $6.0M | — |
| IOT Samsara Inc. Class A | 1.79% | 151,692 | $5.7M | — |
| ASML ASML Holding NV-NY Reg SHS | 1.32% | 4,298 | $4.2M | — |
| BN Brookfield Corp. | 1.11% | 51,086 | $3.5M | — |
| SONY Sony Group Corp. - SP ADR | 0.94% | 103,663 | $3.0M | — |
| MNDY Monday.com Ltd. | 0.93% | 15,176 | $2.9M | — |
| SAP Sap SE-Sponsored ADR | 0.92% | 10,839 | $2.9M | — |
| RACE Ferrari NV | 0.74% | 4,834 | $2.3M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.71% | 40,604 | $2.3M | — |
| INDA iShares MSCI India ETF | 0.01% | 516 | $27K | — |
| FWONK Liberty Media Corp. Class C | 0.00% | 55 | $6K | — |
| EWJ iShares MSCI Japan ETF | 0.00% | 60 | $5K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.