RAVENSWOOD PARTNERS LP

PrivateCIK: 2015178

Location

MCLEAN, VA

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

% of voting shares16.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.52M

% 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

SOLE

Common Stock

Shares110.22K

TypeSH

Market value$19.22M

7.10%

Sole

21.75K

Shared

0.00

None

88.47K

TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD

SOLE

ADR

Shares45.98K

TypeSH

Market value$15.54M

5.74%

Sole

8.76K

Shared

0.00

None

37.22K

AMAZON COM ORD

SOLE

Common Stock

Shares67K

TypeSH

Market value$13.95M

5.15%

Sole

19.95K

Shared

0.00

None

47.05K

TJX ORD

SOLE

Common Stock

Shares85.51K

TypeSH

Market value$13.66M

5.05%

Sole

17.63K

Shared

0.00

None

67.88K

CAMECO ORD

SOLE

Common Stock

Shares119.52K

TypeSH

Market value$12.98M

4.80%

Sole

199.00

Shared

0.00

None

119.32K

NU HOLDINGS CL A ORD

SOLE

Class A

Shares889.11K

TypeSH

Market value$12.78M

4.72%

Sole

215.35K

Shared

0.00

None

673.75K

MICRON TECHNOLOGY ORD

SOLE

Common Stock

Shares35.62K

TypeSH

Market value$12.03M

4.45%

Sole

7.53K

Shared

0.00

None

28.09K

SEA ADS REP CL A ORD

SOLE

Class A

Shares139.68K

TypeSH

Market value$11.57M

4.27%

Sole

26.17K

Shared

0.00

None

113.51K

MASTERCARD CL A ORD

SOLE

Class A

Shares21.09K

TypeSH

Market value$10.54M

3.89%

Sole

39.00

Shared

0.00

None

21.06K

NETFLIX ORD

SOLE

Common Stock

Shares106.44K

TypeSH

Market value$10.23M

3.78%

Sole

30.12K

Shared

0.00

None

76.32K

BLOCK CL A ORD

SOLE

Class A

Shares168.69K

TypeSH

Market value$10.15M

3.75%

Sole

48.19K

Shared

0.00

None

120.51K

AXON ENTERPRISE ORD

SOLE

Common Stock

Shares23.81K

TypeSH

Market value$10.11M

3.74%

Sole

4.56K

Shared

0.00

None

19.25K

MERCADOLIBRE ORD

SOLE

Common Stock

Shares5.64K

TypeSH

Market value$9.76M

3.61%

Sole

1.43K

Shared

0.00

None

4.21K

MICROSOFT ORD

SOLE

Common Stock

Shares25.50K

TypeSH

Market value$9.44M

3.49%

Sole

47.00

Shared

0.00

None

25.45K

NIKE CL B ORD

SOLE

Class B

Shares177.59K

TypeSH

Market value$9.38M

3.47%

Sole

43.81K

Shared

0.00

None

133.78K

ROBINHOOD MARKETS CL A ORD

SOLE

Class A

Shares129.02K

TypeSH

Market value$8.94M

3.30%

Sole

42.70K

Shared

0.00

None

86.32K

SHOPIFY CL A SUB VTG ORD

SOLE

Class A

Shares74.85K

TypeSH

Market value$8.88M

3.28%

Sole

126.00

Shared

0.00

None

74.72K

INTUIT ORD

SOLE

Common Stock

Shares17.49K

TypeSH

Market value$7.56M

2.79%

Sole

3.60K

Shared

0.00

None

13.89K

LAM RESEARCH ORD

SOLE

Common Stock

Shares30.74K

TypeSH

Market value$6.57M

2.43%

Sole

56.00

Shared

0.00

None

30.68K

SERVICENOW ORD

SOLE

Common Stock

Shares58.09K

TypeSH

Market value$6.07M

2.24%

Sole

16.47K

Shared

0.00

None

41.62K

UBER TECHNOLOGIES ORD

SOLE

Common Stock

Shares79.84K

TypeSH

Market value$5.74M

2.12%

Sole

148.00

Shared

0.00

None

79.69K

CHARLES SCHWAB ORD

SOLE

Common Stock

Shares57.08K

TypeSH

Market value$5.36M

1.98%

Sole

105.00

Shared

0.00

None

56.98K

ALPHABET CL A ORD

SOLE

Class A

Shares17.81K

TypeSH

Market value$5.12M

1.89%

Sole

33.00

Shared

0.00

None

17.78K

META PLATFORMS CL A ORD

SOLE

Class A

Shares8.71K

TypeSH

Market value$4.98M

1.84%

Sole

16.00

Shared

0.00

None

8.70K

SAMSARA CL A ORD

SOLE

Class A

Shares151.18K

TypeSH

Market value$4.79M

1.77%

Sole

280.00

Shared

0.00

None

150.90K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA ORDSOLE	Common Stock	110.22K	SH	$19.22M 7.10%	21.75K	88.47K
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDSOLE	ADR	45.98K	SH	$15.54M 5.74%	8.76K	37.22K
AMAZON COM ORDSOLE	Common Stock	67K	SH	$13.95M 5.15%	19.95K	47.05K
TJX ORDSOLE	Common Stock	85.51K	SH	$13.66M 5.05%	17.63K	67.88K
CAMECO ORDSOLE	Common Stock	119.52K	SH	$12.98M 4.80%	199.00	119.32K
NU HOLDINGS CL A ORDSOLE	Class A	889.11K	SH	$12.78M 4.72%	215.35K	673.75K
MICRON TECHNOLOGY ORDSOLE	Common Stock	35.62K	SH	$12.03M 4.45%	7.53K	28.09K
SEA ADS REP CL A ORDSOLE	Class A	139.68K	SH	$11.57M 4.27%	26.17K	113.51K
MASTERCARD CL A ORDSOLE	Class A	21.09K	SH	$10.54M 3.89%	39.00	21.06K
NETFLIX ORDSOLE	Common Stock	106.44K	SH	$10.23M 3.78%	30.12K	76.32K
BLOCK CL A ORDSOLE	Class A	168.69K	SH	$10.15M 3.75%	48.19K	120.51K
AXON ENTERPRISE ORDSOLE	Common Stock	23.81K	SH	$10.11M 3.74%	4.56K	19.25K
MERCADOLIBRE ORDSOLE	Common Stock	5.64K	SH	$9.76M 3.61%	1.43K	4.21K
MICROSOFT ORDSOLE	Common Stock	25.50K	SH	$9.44M 3.49%	47.00	25.45K
NIKE CL B ORDSOLE	Class B	177.59K	SH	$9.38M 3.47%	43.81K	133.78K
ROBINHOOD MARKETS CL A ORDSOLE	Class A	129.02K	SH	$8.94M 3.30%	42.70K	86.32K
SHOPIFY CL A SUB VTG ORDSOLE	Class A	74.85K	SH	$8.88M 3.28%	126.00	74.72K
INTUIT ORDSOLE	Common Stock	17.49K	SH	$7.56M 2.79%	3.60K	13.89K
LAM RESEARCH ORDSOLE	Common Stock	30.74K	SH	$6.57M 2.43%	56.00	30.68K
SERVICENOW ORDSOLE	Common Stock	58.09K	SH	$6.07M 2.24%	16.47K	41.62K
UBER TECHNOLOGIES ORDSOLE	Common Stock	79.84K	SH	$5.74M 2.12%	148.00	79.69K
CHARLES SCHWAB ORDSOLE	Common Stock	57.08K	SH	$5.36M 1.98%	105.00	56.98K
ALPHABET CL A ORDSOLE	Class A	17.81K	SH	$5.12M 1.89%	33.00	17.78K
META PLATFORMS CL A ORDSOLE	Class A	8.71K	SH	$4.98M 1.84%	16.00	8.70K
SAMSARA CL A ORDSOLE	Class A	151.18K	SH	$4.79M 1.77%	280.00	150.90K

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