Filed: 2/17/2026ACC: 0002015178-26-000002
📋 What this filing means
RAVENSWOOD PARTNERS LP filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $299.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$299.96M
Total AUM (reported)
3.15M
Total Shares
Allocation by class
COMMON STOCK$170.99M57.0%
CLASS A$81.37M27.1%
ADR$32.17M10.7%
CLASS B$8.54M2.8%
CLASS C$6.88M2.3%
EXCHANGE TRADED FUND$9.6K0.0%
SERIES B$5.4K0.0%
Portfolio Concentration
Top 3$52.79M17.6%
4–10$97.87M32.6%
11–25$127.97M42.7%
Rest$21.33M7.1%
Top 3 weight
17.6%
Top 10 weight
50.2%
Voting Authority Distribution
Total shares with voting rights: 3.15M
Sole
Full voting authority
485.09K
shares
% of voting shares15.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.66M
shares
% of voting shares84.6%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeNone · 84.6% of voting shares
Institutional Holdings34
Rows:
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD
SOLEShares66.52K
TypeSH
Market value$20.21M
6.74%
Sole
14.56K
Shared
0.00
None
51.96K
MICRON TECHNOLOGY ORD
SOLEShares59.28K
TypeSH
Market value$16.92M
5.64%
Sole
8.95K
Shared
0.00
None
50.33K
TJX ORD
SOLEShares101.95K
TypeSH
Market value$15.66M
5.22%
Sole
24.84K
Shared
0.00
None
77.11K
AMAZON COM ORD
SOLEShares65.48K
TypeSH
Market value$15.12M
5.04%
Sole
19.95K
Shared
0.00
None
45.54K
NU HOLDINGS CL A ORD
SOLEShares897.20K
TypeSH
Market value$15.02M
5.01%
Sole
245.98K
Shared
0.00
None
651.22K
NVIDIA ORD
SOLEShares79.59K
TypeSH
Market value$14.84M
4.95%
Sole
15.77K
Shared
0.00
None
63.82K
SEA ADS REP CL A ORD
SOLEShares106.88K
TypeSH
Market value$13.64M
4.55%
Sole
20.45K
Shared
0.00
None
86.43K
ROBINHOOD MARKETS CL A ORD
SOLEShares117.90K
TypeSH
Market value$13.33M
4.45%
Sole
31.58K
Shared
0.00
None
86.32K
INTUIT ORD
SOLEShares19.62K
TypeSH
Market value$13.00M
4.33%
Sole
5.72K
Shared
0.00
None
13.89K
CAMECO ORD
SOLEShares141.28K
TypeSH
Market value$12.93M
4.31%
Sole
242.00
Shared
0.00
None
141.03K
SHOPIFY CL A SUB VTG ORD
SOLEShares74.37K
TypeSH
Market value$11.97M
3.99%
Sole
126.00
Shared
0.00
None
74.25K
MERCADOLIBRE ORD
SOLEShares5.63K
TypeSH
Market value$11.33M
3.78%
Sole
1.43K
Shared
0.00
None
4.20K
BLOCK CL A ORD
SOLEShares168.69K
TypeSH
Market value$10.98M
3.66%
Sole
48.19K
Shared
0.00
None
120.51K
NETFLIX ORD
SOLEShares105.03K
TypeSH
Market value$9.85M
3.28%
Sole
28.71K
Shared
0.00
None
76.32K
LAM RESEARCH ORD
SOLEShares57.10K
TypeSH
Market value$9.77M
3.26%
Sole
105.00
Shared
0.00
None
56.99K
MICROSOFT ORD
SOLEShares18.92K
TypeSH
Market value$9.15M
3.05%
Sole
35.00
Shared
0.00
None
18.88K
SERVICENOW ORD
SOLEShares58.09K
TypeSH
Market value$8.90M
2.97%
Sole
16.47K
Shared
0.00
None
41.62K
MASTERCARD CL A ORD
SOLEShares15.34K
TypeSH
Market value$8.76M
2.92%
Sole
28.00
Shared
0.00
None
15.31K
NIKE CL B ORD
SOLEShares134.03K
TypeSH
Market value$8.54M
2.85%
Sole
246.00
Shared
0.00
None
133.78K
AXON ENTERPRISE ORD
SOLEShares14.50K
TypeSH
Market value$8.24M
2.75%
Sole
27.00
Shared
0.00
None
14.48K
ZILLOW GROUP CL C ORD
SOLEShares100.90K
TypeSH
Market value$6.88M
2.29%
Sole
187.00
Shared
0.00
None
100.71K
UBER TECHNOLOGIES ORD
SOLEShares79.84K
TypeSH
Market value$6.52M
2.17%
Sole
148.00
Shared
0.00
None
79.69K
MATCH GROUP ORD
SOLEShares191.43K
TypeSH
Market value$6.18M
2.06%
Sole
355.00
Shared
0.00
None
191.07K
WINGSTOP ORD
SOLEShares23.20K
TypeSH
Market value$5.53M
1.84%
Sole
42.00
Shared
0.00
None
23.16K
SAMSARA CL A ORD
SOLEShares151.18K
TypeSH
Market value$5.36M
1.79%
Sole
280.00
Shared
0.00
None
150.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDSOLE | ADR | 66.52K | SH | $20.21M 6.74% | 14.56K | 0.00 | 51.96K |
MICRON TECHNOLOGY ORDSOLE | Common Stock | 59.28K | SH | $16.92M 5.64% | 8.95K | 0.00 | 50.33K |
TJX ORDSOLE | Common Stock | 101.95K | SH | $15.66M 5.22% | 24.84K | 0.00 | 77.11K |
AMAZON COM ORDSOLE | Common Stock | 65.48K | SH | $15.12M 5.04% | 19.95K | 0.00 | 45.54K |
NU HOLDINGS CL A ORDSOLE | Class A | 897.20K | SH | $15.02M 5.01% | 245.98K | 0.00 | 651.22K |
NVIDIA ORDSOLE | Common Stock | 79.59K | SH | $14.84M 4.95% | 15.77K | 0.00 | 63.82K |
SEA ADS REP CL A ORDSOLE | Class A | 106.88K | SH | $13.64M 4.55% | 20.45K | 0.00 | 86.43K |
ROBINHOOD MARKETS CL A ORDSOLE | Class A | 117.90K | SH | $13.33M 4.45% | 31.58K | 0.00 | 86.32K |
INTUIT ORDSOLE | Common Stock | 19.62K | SH | $13.00M 4.33% | 5.72K | 0.00 | 13.89K |
CAMECO ORDSOLE | Common Stock | 141.28K | SH | $12.93M 4.31% | 242.00 | 0.00 | 141.03K |
SHOPIFY CL A SUB VTG ORDSOLE | Class A | 74.37K | SH | $11.97M 3.99% | 126.00 | 0.00 | 74.25K |
MERCADOLIBRE ORDSOLE | Common Stock | 5.63K | SH | $11.33M 3.78% | 1.43K | 0.00 | 4.20K |
BLOCK CL A ORDSOLE | Class A | 168.69K | SH | $10.98M 3.66% | 48.19K | 0.00 | 120.51K |
NETFLIX ORDSOLE | Common Stock | 105.03K | SH | $9.85M 3.28% | 28.71K | 0.00 | 76.32K |
LAM RESEARCH ORDSOLE | Common Stock | 57.10K | SH | $9.77M 3.26% | 105.00 | 0.00 | 56.99K |
MICROSOFT ORDSOLE | Common Stock | 18.92K | SH | $9.15M 3.05% | 35.00 | 0.00 | 18.88K |
SERVICENOW ORDSOLE | Common Stock | 58.09K | SH | $8.90M 2.97% | 16.47K | 0.00 | 41.62K |
MASTERCARD CL A ORDSOLE | Class A | 15.34K | SH | $8.76M 2.92% | 28.00 | 0.00 | 15.31K |
NIKE CL B ORDSOLE | Class B | 134.03K | SH | $8.54M 2.85% | 246.00 | 0.00 | 133.78K |
AXON ENTERPRISE ORDSOLE | Common Stock | 14.50K | SH | $8.24M 2.75% | 27.00 | 0.00 | 14.48K |
ZILLOW GROUP CL C ORDSOLE | Class C | 100.90K | SH | $6.88M 2.29% | 187.00 | 0.00 | 100.71K |
UBER TECHNOLOGIES ORDSOLE | Common Stock | 79.84K | SH | $6.52M 2.17% | 148.00 | 0.00 | 79.69K |
MATCH GROUP ORDSOLE | Common Stock | 191.43K | SH | $6.18M 2.06% | 355.00 | 0.00 | 191.07K |
WINGSTOP ORDSOLE | Common Stock | 23.20K | SH | $5.53M 1.84% | 42.00 | 0.00 | 23.16K |
SAMSARA CL A ORDSOLE | Class A | 151.18K | SH | $5.36M 1.79% | 280.00 | 0.00 | 150.90K |
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