§ 13F · FUND PROFILE
Ravenswood Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $316M (13F)Positions · 36Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA ORD | 110K | $19M | 7.1% | +38% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 46K | $16M | 5.7% | −31% |
| 3 | AMZN | AMAZON COM ORD | 67K | $14M | 5.2% | +2% |
| 4 | TJX | TJX ORD | 86K | $14M | 5.0% | −16% |
| 5 | CCJ | CAMECO ORD | 120K | $13M | 4.8% | −15% |
| 6 | NU | NU HOLDINGS CL A ORD | 889K | $13M | 4.7% | −1% |
| 7 | MU | MICRON TECHNOLOGY ORD | 36K | $12M | 4.4% | −40% |
| 8 | SE | SEA ADS REP CL A ORD | 140K | $12M | 4.3% | +31% |
| 9 | MA | MASTERCARD CL A ORD | 21K | $11M | 3.9% | +38% |
| 10 | NFLX | NETFLIX ORD | 106K | $10M | 3.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RAVENSWOOD SIGNAL
AC read
Ravenswood Partners LP is a Other fund managing $316 million in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed