§ 13F · FUND PROFILE
Ravenswood Partners LP.
AUM · $313M (13F)Positions · 36Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY ORD | 24K | $28M | 8.9% | −32% |
| 2 | NVDA | NVIDIA ORD | 110K | $22M | 7.1% | ±0% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 45K | $21M | 6.9% | −2% |
| 4 | SE | SEA ADS REP CL A ORD | 176K | $17M | 5.4% | +26% |
| 5 | HOOD | ROBINHOOD MARKETS CL A ORD | 164K | $16M | 5.3% | +27% |
| 6 | AMZN | AMAZON COM ORD | 67K | $16M | 5.1% | ±0% |
| 7 | GOOGL | ALPHABET CL A ORD | 40K | $14M | 4.6% | +124% |
| 8 | AXON | AXON ENTERPRISE ORD | 25K | $14M | 4.5% | +5% |
| 9 | LRCX | LAM RESEARCH ORD | 31K | $13M | 4.3% | ±0% |
| 10 | NU | NU HOLDINGS CL A ORD | 972K | $13M | 4.2% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RAVENSWOOD SIGNAL
AC read
Ravenswood Partners LP is a Other fund managing $313 million in assets. The fund runs a portfolio of 36 positions.
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