§ 13F · FUND PROFILE
Ravenstone Capital Management Inc..
AUM · $204M (13F)Positions · 40Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 51K | $18M | 7.2% | +3% |
| 2 | APH | AMPHENOL CORP | 96K | $17M | 6.9% | +3% |
| 3 | GOOG | ALPHABET INC | 47K | $17M | 6.9% | +1% |
| 4 | RY | ROYAL BK CDA | 76K | $16M | 6.4% | +2% |
| 5 | FTNT | FORTINET INC | 101K | $16M | 6.4% | +1% |
| 6 | MSFT | MICROSOFT CORP | 38K | $14M | 5.8% | +3% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $12M | 5.0% | +10132% |
| 8 | BN | BROOKFIELD CORP | 280K | $12M | 4.9% | +3% |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 24K | $12M | 4.9% | +4% |
| 10 | FAST | FASTENAL CO | 244K | $12M | 4.8% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RAVENSTONE SIGNAL
AC read
Ravenstone Capital Management Inc. is a institutional fund managing $204 million in assets. The fund runs a portfolio of 40 positions.
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