RAVENSWOOD PARTNERS LP

Filed: 11/13/2025ACC: 0002015178-25-000004

📋 What this filing means

RAVENSWOOD PARTNERS LP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $316.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$316.40M

Total AUM (reported)

3.13M

Total Shares

Allocation by class

COMMON STOCK$165.53M52.3%

CLASS A$86.28M27.3%

ADR$50.71M16.0%

CLASS C$7.80M2.5%

CLASS B$6.05M1.9%

EXCHANGE TRADED FUND$31.7K0.0%

SERIES B$5.7K0.0%

Portfolio Concentration

Top 3$60.37M19.1%

4–10$93.15M29.4%

11–25$136.10M43.0%

Rest$26.77M8.5%

Top 3 weight

19.1%

Top 10 weight

48.5%

Voting Authority Distribution

Total shares with voting rights: 3.13M

Sole

Full voting authority

455.63K

% of voting shares14.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.68M

% of voting shares85.4%

Investment Discretion (by position count)

Sole36

Shared0

Other0

Dominant voting typeNone · 85.4% of voting shares

Institutional Holdings36

Rows:

Robinhood Markets Inc

SOLE

Class A

Shares153.38K

TypeSH

Market value$21.96M

6.94%

Sole

33.22K

Shared

0.00

None

120.15K

Taiwan Semiconductor Manufacturing Co Ltd

SOLE

ADR

Shares69.72K

TypeSH

Market value$19.47M

6.15%

Sole

17.76K

Shared

0.00

None

51.96K

Sea Ltd

SOLE

ADR

Shares105.97K

TypeSH

Market value$18.94M

5.99%

Sole

19.54K

Shared

0.00

None

86.43K

Amazon.com Inc

SOLE

Common Stock

Shares64.54K

TypeSH

Market value$14.17M

4.48%

Sole

19K

Shared

0.00

None

45.54K

NVIDIA Corp

SOLE

Common Stock

Shares75.79K

TypeSH

Market value$14.14M

4.47%

Sole

11.98K

Shared

0.00

None

63.82K

Nu Holdings Ltd

SOLE

Class A

Shares882.95K

TypeSH

Market value$14.14M

4.47%

Sole

231.73K

Shared

0.00

None

651.22K

Intuit Inc

SOLE

Common Stock

Shares19.37K

TypeSH

Market value$13.23M

4.18%

Sole

5.47K

Shared

0.00

None

13.89K

MercadoLibre Inc

SOLE

Common Stock

Shares5.54K

TypeSH

Market value$12.94M

4.09%

Sole

1.34K

Shared

0.00

None

4.20K

Netflix Inc

SOLE

Common Stock

Shares10.43K

TypeSH

Market value$12.50M

3.95%

Sole

2.80K

Shared

0.00

None

7.63K

Block Inc

SOLE

Class A

Shares166.50K

TypeSH

Market value$12.03M

3.80%

Sole

46K

Shared

0.00

None

120.51K

Cameco Corp

SOLE

Common Stock

Shares141.60K

TypeSH

Market value$11.87M

3.75%

Sole

571.00

Shared

0.00

None

141.03K

TJX Companies Inc

SOLE

Common Stock

Shares75.75K

TypeSH

Market value$10.95M

3.46%

Sole

19.75K

Shared

0.00

None

56K

Shopify Inc

SOLE

Class A

Shares73.05K

TypeSH

Market value$10.86M

3.43%

Sole

230.00

Shared

0.00

None

72.82K

ServiceNow Inc

SOLE

Common Stock

Shares11.55K

TypeSH

Market value$10.63M

3.36%

Sole

3.22K

Shared

0.00

None

8.32K

Micron Technology Inc

SOLE

Common Stock

Shares63.26K

TypeSH

Market value$10.58M

3.35%

Sole

333.00

Shared

0.00

None

62.92K

Lam Research Corp

SOLE

Common Stock

Shares75.64K

TypeSH

Market value$10.13M

3.20%

Sole

400.00

Shared

0.00

None

75.24K

Microsoft Corp

SOLE

Common Stock

Shares18.98K

TypeSH

Market value$9.83M

3.11%

Sole

101.00

Shared

0.00

None

18.88K

GitLab Inc

SOLE

Class A

Shares208.18K

TypeSH

Market value$9.38M

2.97%

Sole

38.12K

Shared

0.00

None

170.06K

Mastercard Inc

SOLE

Class A

Shares15.39K

TypeSH

Market value$8.76M

2.77%

Sole

80.00

Shared

0.00

None

15.31K

Uber Technologies Inc

SOLE

Common Stock

Shares80.12K

TypeSH

Market value$7.85M

2.48%

Sole

425.00

Shared

0.00

None

79.69K

Commvault Systems Inc

SOLE

Common Stock

Shares41.39K

TypeSH

Market value$7.81M

2.47%

Sole

219.00

Shared

0.00

None

41.17K

Zillow Group Inc

SOLE

Class C

Shares101.24K

TypeSH

Market value$7.80M

2.47%

Sole

535.00

Shared

0.00

None

100.71K

Axon Enterprise Inc

SOLE

Common Stock

Shares9.50K

TypeSH

Market value$6.82M

2.15%

Sole

50.00

Shared

0.00

None

9.45K

Match Group Inc

SOLE

Common Stock

Shares192.09K

TypeSH

Market value$6.78M

2.14%

Sole

1.01K

Shared

0.00

None

191.07K

Nike Inc

SOLE

Class B

Shares86.70K

TypeSH

Market value$6.05M

1.91%

Sole

0.00

Shared

0.00

None

86.70K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Robinhood Markets IncSOLE	Class A	153.38K	SH	$21.96M 6.94%	33.22K	120.15K
Taiwan Semiconductor Manufacturing Co LtdSOLE	ADR	69.72K	SH	$19.47M 6.15%	17.76K	51.96K
Sea LtdSOLE	ADR	105.97K	SH	$18.94M 5.99%	19.54K	86.43K
Amazon.com IncSOLE	Common Stock	64.54K	SH	$14.17M 4.48%	19K	45.54K
NVIDIA CorpSOLE	Common Stock	75.79K	SH	$14.14M 4.47%	11.98K	63.82K
Nu Holdings LtdSOLE	Class A	882.95K	SH	$14.14M 4.47%	231.73K	651.22K
Intuit IncSOLE	Common Stock	19.37K	SH	$13.23M 4.18%	5.47K	13.89K
MercadoLibre IncSOLE	Common Stock	5.54K	SH	$12.94M 4.09%	1.34K	4.20K
Netflix IncSOLE	Common Stock	10.43K	SH	$12.50M 3.95%	2.80K	7.63K
Block IncSOLE	Class A	166.50K	SH	$12.03M 3.80%	46K	120.51K
Cameco CorpSOLE	Common Stock	141.60K	SH	$11.87M 3.75%	571.00	141.03K
TJX Companies IncSOLE	Common Stock	75.75K	SH	$10.95M 3.46%	19.75K	56K
Shopify IncSOLE	Class A	73.05K	SH	$10.86M 3.43%	230.00	72.82K
ServiceNow IncSOLE	Common Stock	11.55K	SH	$10.63M 3.36%	3.22K	8.32K
Micron Technology IncSOLE	Common Stock	63.26K	SH	$10.58M 3.35%	333.00	62.92K
Lam Research CorpSOLE	Common Stock	75.64K	SH	$10.13M 3.20%	400.00	75.24K
Microsoft CorpSOLE	Common Stock	18.98K	SH	$9.83M 3.11%	101.00	18.88K
GitLab IncSOLE	Class A	208.18K	SH	$9.38M 2.97%	38.12K	170.06K
Mastercard IncSOLE	Class A	15.39K	SH	$8.76M 2.77%	80.00	15.31K
Uber Technologies IncSOLE	Common Stock	80.12K	SH	$7.85M 2.48%	425.00	79.69K
Commvault Systems IncSOLE	Common Stock	41.39K	SH	$7.81M 2.47%	219.00	41.17K
Zillow Group IncSOLE	Class C	101.24K	SH	$7.80M 2.47%	535.00	100.71K
Axon Enterprise IncSOLE	Common Stock	9.50K	SH	$6.82M 2.15%	50.00	9.45K
Match Group IncSOLE	Common Stock	192.09K	SH	$6.78M 2.14%	1.01K	191.07K
Nike IncSOLE	Class B	86.70K	SH	$6.05M 1.91%	0.00	86.70K

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