Ravenswood Partners LP

CIK 0002015178 · MCLEAN, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Ravenswood Partners LP reported 36 positions worth $312.6M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: MU (8.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$312.6M
2026 Q2
Positions
36
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.1%
Est. Net Flow (Q)
2026 Q2
10 / 36 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMICRON TECHNOLOGY ORDSH$27.8M8.90%24,095
2NVDANVIDIA ORDSH$22.1M7.05%110,220
3TSMTAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDSH$21.5M6.87%44,966
4SESEA ADS REP CL A ORDSH$16.9M5.41%176,344
5HOODROBINHOOD MARKETS CL A ORDSH$16.5M5.27%164,352
6AMZNAMAZON COM ORDSH$16.0M5.11%67,003
7GOOGLALPHABET CL A ORDSH$14.3M4.56%39,898
8AXONAXON ENTERPRISE ORDSH$14.1M4.50%25,087
9LRCXLAM RESEARCH ORDSH$13.3M4.26%30,741
10NUNU HOLDINGS CL A ORDSH$13.0M4.15%972,044

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ravenswood Partners LP hold as of Q2 2026?

Ravenswood Partners LP reported 36 positions worth $312.6M in its Q2 2026 13F filing. Largest positions: MU (8.9%), NVDA (7.1%), TSM (6.9%), SE (5.4%) and HOOD (5.3%).

What did Ravenswood Partners LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ravenswood Partners LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.