Ravenswood Partners LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Ravenswood Partners LP reported 35 stock positions worth $270.7 million. Its top holding was Nvidia (NVDA) at 7.1% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 5.7%) and Amazon.com (AMZN, 5.2%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 16 and reduced 8. The biggest buy was Nvidia (NVDA, shares +38%) and the biggest sale an exit from Match (MTCH).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0002015178
- Portfolio Value
- $270.7M (Q1 2026)
- SEC Filing
- 0002015178-26-000003 ↗ filed May 12, 2026
Holdings Value
Holdings 35 stocks · $270.7M
| NVDA Nvidia Corp. | 7.10% | 110,220 | $19.2M | Add +38.5% |
| TSM Taiwan Semiconductor-SP ADR | 5.74% | 45,980 | $15.5M | Reduce -30.9% |
| AMZN Amazon.com Inc. | 5.16% | 67,000 | $14.0M | Add +2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 5.04% | 85,513 | $13.7M | Reduce -16.1% |
| CCJ Cameco Corp. | 4.80% | 119,521 | $13.0M | Reduce -15.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 4.72% | 889,106 | $12.8M | Reduce -0.9% |
| MU Micron Technology Inc. | 4.45% | 35,619 | $12.0M | Reduce -39.9% |
| SE Sea Ltd.-ADR | 4.27% | 139,678 | $11.6M | Add +30.7% |
| MA Mastercard Inc. Class A | 3.89% | 21,095 | $10.5M | Add +37.5% |
| NFLX Netflix Inc. | 3.78% | 106,441 | $10.2M | Add +1.3% |
| XYZ Block Inc. | 3.75% | 168,692 | $10.2M | No change |
| AXON Axon Enterprise Inc. | 3.74% | 23,810 | $10.1M | Add +64.2% |
| MELI MercadoLibre Inc. | 3.61% | 5,644 | $9.8M | Add +0.3% |
| MSFT Microsoft Corp. | 3.49% | 25,499 | $9.4M | Add +34.8% |
| NKE Nike Inc. Class B | 3.47% | 177,588 | $9.4M | Add +32.5% |
| HOOD Robinhood Markets Inc. Class A | 3.30% | 129,019 | $8.9M | Add +9.4% |
| SHOP Shopify Inc. Class A | 3.28% | 74,851 | $8.9M | Add +0.7% |
| INTU Intuit Inc. | 2.79% | 17,492 | $7.6M | Reduce -10.8% |
| LRCX Lam Research Corp. | 2.43% | 30,741 | $6.6M | Reduce -46.2% |
| NOW ServiceNow Inc. | 2.24% | 58,085 | $6.1M | No change |
| UBER Uber Technologies Inc. | 2.12% | 79,841 | $5.7M | No change |
| SCHW Schwab (charles) Corp. | 1.98% | 57,082 | $5.4M | New |
| GOOGL Alphabet Inc. Class A | 1.89% | 17,810 | $5.1M | New |
| META Meta Platforms Inc. Class A | 1.84% | 8,712 | $5.0M | New |
| IOT Samsara Inc. Class A | 1.77% | 151,184 | $4.8M | No change |
| WING Wingstop Inc. | 1.77% | 30,909 | $4.8M | Add +33.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.63% | 3,349 | $4.4M | Reduce -0.0% |
| Z Zillow Group Inc. Class C | 1.54% | 100,896 | $4.2M | No change |
| CVLT Commvault Systems Inc. | 1.19% | 41,245 | $3.2M | No change |
| SONY Sony Group Corp. - SP ADR | 1.08% | 140,843 | $2.9M | Add +2.1% |
| BN Brookfield Corp. | 0.77% | 51,365 | $2.1M | Add +2.1% |
| SAP Sap SE-Sponsored ADR | 0.72% | 11,394 | $2.0M | Add +2.1% |
| RACE Ferrari NV | 0.65% | 5,192 | $1.8M | Add +2.1% |
| INDA iShares MSCI India ETF | 0.00% | 177 | $8K | No change |
| FWONK Liberty Media Corp. Class C | 0.00% | 55 | $5K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MTCH Match Group Inc. | Sold out | 0.00% | −2.06 |
| INTU Intuit Inc. | Reduce -10.8% | 2.79% | −1.54 |
| MU Micron Technology Inc. | Reduce -39.9% | 4.45% | −1.20 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -30.9% | 5.74% | −1.00 |
| LRCX Lam Research Corp. | Reduce -46.2% | 2.43% | −0.83 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.71 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -0.9% | 4.72% | −0.29 |
| TJX TJX Companies Inc. | Reduce -16.1% | 5.04% | −0.18 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.0% | 1.63% | +0.44 |
| CCJ Cameco Corp. | Reduce -15.4% | 4.80% | +0.49 |
Portfolio Buys Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Add +38.5% | 7.10% | +2.15 |
| SCHW Schwab (charles) Corp. | New | 1.98% | +1.98 |
| GOOGL Alphabet Inc. Class A | New | 1.89% | +1.89 |
| META Meta Platforms Inc. Class A | New | 1.84% | +1.84 |
| AXON Axon Enterprise Inc. | Add +64.2% | 3.74% | +0.99 |
| MA Mastercard Inc. Class A | Add +37.5% | 3.89% | +0.97 |
| NKE Nike Inc. Class B | Add +32.5% | 3.47% | +0.62 |
| NFLX Netflix Inc. | Add +1.3% | 3.78% | +0.50 |
| MSFT Microsoft Corp. | Add +34.8% | 3.49% | +0.44 |
| AMZN Amazon.com Inc. | Add +2.3% | 5.16% | +0.12 |
| RACE Ferrari NV | Add +2.1% | 0.65% | +0.02 |
| BN Brookfield Corp. | Add +2.1% | 0.77% | −0.00 |
| WING Wingstop Inc. | Add +33.2% | 1.77% | −0.08 |
| SONY Sony Group Corp. - SP ADR | Add +2.1% | 1.08% | −0.10 |
| MELI MercadoLibre Inc. | Add +0.3% | 3.61% | −0.17 |
| SAP Sap SE-Sponsored ADR | Add +2.1% | 0.72% | −0.18 |
| SE Sea Ltd.-ADR | Add +30.7% | 4.27% | −0.27 |
| SHOP Shopify Inc. Class A | Add +0.7% | 3.28% | −0.71 |
| HOOD Robinhood Markets Inc. Class A | Add +9.4% | 3.30% | −1.14 |