Filed: 5/12/2026ACC: 0002015178-26-000003
📋 What this filing means
RAVENSWOOD PARTNERS LP filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $270.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$270.69M
Total AUM (reported)
3.03M
Total Shares
Allocation by class
COMMON STOCK$152.46M56.3%
CLASS A$79.83M29.5%
ADR$24.83M9.2%
CLASS B$9.38M3.5%
CLASS C$4.18M1.5%
EXCHANGE TRADED FUND$8.3K0.0%
SERIES B$4.7K0.0%
Portfolio Concentration
Top 3$48.72M18.0%
4–10$83.79M31.0%
11–25$112.87M41.7%
Rest$25.32M9.4%
Top 3 weight
18.0%
Top 10 weight
49.0%
Voting Authority Distribution
Total shares with voting rights: 3.03M
Sole
Full voting authority
509.91K
shares
% of voting shares16.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.52M
shares
% of voting shares83.2%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeNone · 83.2% of voting shares
Institutional Holdings35
Rows:
NVIDIA ORD
SOLEShares110.22K
TypeSH
Market value$19.22M
7.10%
Sole
21.75K
Shared
0.00
None
88.47K
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD
SOLEShares45.98K
TypeSH
Market value$15.54M
5.74%
Sole
8.76K
Shared
0.00
None
37.22K
AMAZON COM ORD
SOLEShares67K
TypeSH
Market value$13.95M
5.15%
Sole
19.95K
Shared
0.00
None
47.05K
TJX ORD
SOLEShares85.51K
TypeSH
Market value$13.66M
5.05%
Sole
17.63K
Shared
0.00
None
67.88K
CAMECO ORD
SOLEShares119.52K
TypeSH
Market value$12.98M
4.80%
Sole
199.00
Shared
0.00
None
119.32K
NU HOLDINGS CL A ORD
SOLEShares889.11K
TypeSH
Market value$12.78M
4.72%
Sole
215.35K
Shared
0.00
None
673.75K
MICRON TECHNOLOGY ORD
SOLEShares35.62K
TypeSH
Market value$12.03M
4.45%
Sole
7.53K
Shared
0.00
None
28.09K
SEA ADS REP CL A ORD
SOLEShares139.68K
TypeSH
Market value$11.57M
4.27%
Sole
26.17K
Shared
0.00
None
113.51K
MASTERCARD CL A ORD
SOLEShares21.09K
TypeSH
Market value$10.54M
3.89%
Sole
39.00
Shared
0.00
None
21.06K
NETFLIX ORD
SOLEShares106.44K
TypeSH
Market value$10.23M
3.78%
Sole
30.12K
Shared
0.00
None
76.32K
BLOCK CL A ORD
SOLEShares168.69K
TypeSH
Market value$10.15M
3.75%
Sole
48.19K
Shared
0.00
None
120.51K
AXON ENTERPRISE ORD
SOLEShares23.81K
TypeSH
Market value$10.11M
3.74%
Sole
4.56K
Shared
0.00
None
19.25K
MERCADOLIBRE ORD
SOLEShares5.64K
TypeSH
Market value$9.76M
3.61%
Sole
1.43K
Shared
0.00
None
4.21K
MICROSOFT ORD
SOLEShares25.50K
TypeSH
Market value$9.44M
3.49%
Sole
47.00
Shared
0.00
None
25.45K
NIKE CL B ORD
SOLEShares177.59K
TypeSH
Market value$9.38M
3.47%
Sole
43.81K
Shared
0.00
None
133.78K
ROBINHOOD MARKETS CL A ORD
SOLEShares129.02K
TypeSH
Market value$8.94M
3.30%
Sole
42.70K
Shared
0.00
None
86.32K
SHOPIFY CL A SUB VTG ORD
SOLEShares74.85K
TypeSH
Market value$8.88M
3.28%
Sole
126.00
Shared
0.00
None
74.72K
INTUIT ORD
SOLEShares17.49K
TypeSH
Market value$7.56M
2.79%
Sole
3.60K
Shared
0.00
None
13.89K
LAM RESEARCH ORD
SOLEShares30.74K
TypeSH
Market value$6.57M
2.43%
Sole
56.00
Shared
0.00
None
30.68K
SERVICENOW ORD
SOLEShares58.09K
TypeSH
Market value$6.07M
2.24%
Sole
16.47K
Shared
0.00
None
41.62K
UBER TECHNOLOGIES ORD
SOLEShares79.84K
TypeSH
Market value$5.74M
2.12%
Sole
148.00
Shared
0.00
None
79.69K
CHARLES SCHWAB ORD
SOLEShares57.08K
TypeSH
Market value$5.36M
1.98%
Sole
105.00
Shared
0.00
None
56.98K
ALPHABET CL A ORD
SOLEShares17.81K
TypeSH
Market value$5.12M
1.89%
Sole
33.00
Shared
0.00
None
17.78K
META PLATFORMS CL A ORD
SOLEShares8.71K
TypeSH
Market value$4.98M
1.84%
Sole
16.00
Shared
0.00
None
8.70K
SAMSARA CL A ORD
SOLEShares151.18K
TypeSH
Market value$4.79M
1.77%
Sole
280.00
Shared
0.00
None
150.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA ORDSOLE | Common Stock | 110.22K | SH | $19.22M 7.10% | 21.75K | 0.00 | 88.47K |
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDSOLE | ADR | 45.98K | SH | $15.54M 5.74% | 8.76K | 0.00 | 37.22K |
AMAZON COM ORDSOLE | Common Stock | 67K | SH | $13.95M 5.15% | 19.95K | 0.00 | 47.05K |
TJX ORDSOLE | Common Stock | 85.51K | SH | $13.66M 5.05% | 17.63K | 0.00 | 67.88K |
CAMECO ORDSOLE | Common Stock | 119.52K | SH | $12.98M 4.80% | 199.00 | 0.00 | 119.32K |
NU HOLDINGS CL A ORDSOLE | Class A | 889.11K | SH | $12.78M 4.72% | 215.35K | 0.00 | 673.75K |
MICRON TECHNOLOGY ORDSOLE | Common Stock | 35.62K | SH | $12.03M 4.45% | 7.53K | 0.00 | 28.09K |
SEA ADS REP CL A ORDSOLE | Class A | 139.68K | SH | $11.57M 4.27% | 26.17K | 0.00 | 113.51K |
MASTERCARD CL A ORDSOLE | Class A | 21.09K | SH | $10.54M 3.89% | 39.00 | 0.00 | 21.06K |
NETFLIX ORDSOLE | Common Stock | 106.44K | SH | $10.23M 3.78% | 30.12K | 0.00 | 76.32K |
BLOCK CL A ORDSOLE | Class A | 168.69K | SH | $10.15M 3.75% | 48.19K | 0.00 | 120.51K |
AXON ENTERPRISE ORDSOLE | Common Stock | 23.81K | SH | $10.11M 3.74% | 4.56K | 0.00 | 19.25K |
MERCADOLIBRE ORDSOLE | Common Stock | 5.64K | SH | $9.76M 3.61% | 1.43K | 0.00 | 4.21K |
MICROSOFT ORDSOLE | Common Stock | 25.50K | SH | $9.44M 3.49% | 47.00 | 0.00 | 25.45K |
NIKE CL B ORDSOLE | Class B | 177.59K | SH | $9.38M 3.47% | 43.81K | 0.00 | 133.78K |
ROBINHOOD MARKETS CL A ORDSOLE | Class A | 129.02K | SH | $8.94M 3.30% | 42.70K | 0.00 | 86.32K |
SHOPIFY CL A SUB VTG ORDSOLE | Class A | 74.85K | SH | $8.88M 3.28% | 126.00 | 0.00 | 74.72K |
INTUIT ORDSOLE | Common Stock | 17.49K | SH | $7.56M 2.79% | 3.60K | 0.00 | 13.89K |
LAM RESEARCH ORDSOLE | Common Stock | 30.74K | SH | $6.57M 2.43% | 56.00 | 0.00 | 30.68K |
SERVICENOW ORDSOLE | Common Stock | 58.09K | SH | $6.07M 2.24% | 16.47K | 0.00 | 41.62K |
UBER TECHNOLOGIES ORDSOLE | Common Stock | 79.84K | SH | $5.74M 2.12% | 148.00 | 0.00 | 79.69K |
CHARLES SCHWAB ORDSOLE | Common Stock | 57.08K | SH | $5.36M 1.98% | 105.00 | 0.00 | 56.98K |
ALPHABET CL A ORDSOLE | Class A | 17.81K | SH | $5.12M 1.89% | 33.00 | 0.00 | 17.78K |
META PLATFORMS CL A ORDSOLE | Class A | 8.71K | SH | $4.98M 1.84% | 16.00 | 0.00 | 8.70K |
SAMSARA CL A ORDSOLE | Class A | 151.18K | SH | $4.79M 1.77% | 280.00 | 0.00 | 150.90K |
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