Ravenswood Partners

Latest statistics and disclosures from Ravenswood Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TSM, MU, TJX, AMZN, NU, and represent 27.65% of Ravenswood Partners's stock portfolio.
  • Added to shares of these 10 stocks: NFLX (+$8.9M), NOW (+$7.1M), WING (+$5.5M), TJX, NKE, AXON, SONY, NVDA, NU, AMZN.
  • Started 1 new stock position in WING.
  • Reduced shares in these 10 stocks: GTLB (-$9.4M), HOOD, LRCX, MNDY, MU, ASML, TSM, BN, MSFT, CCJ.
  • Sold out of its positions in GTLB, EWJ, MNDY.
  • Ravenswood Partners was a net buyer of stock by $12M.
  • Ravenswood Partners has $300M in assets under management (AUM), dropping by -5.20%.
  • Central Index Key (CIK): 0002015178

Tip: Access up to 7 years of quarterly data

Positions held by Ravenswood Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Ravenswood Partners

Ravenswood Partners holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mnftg Adr 5 Ord Adr (TSM) 6.7 $20M -4% 67k 303.89
 View chart
Micron Technology Ord Common Stock (MU) 5.6 $17M -6% 59k 285.41
 View chart
Tjx Ord Common Stock (TJX) 5.2 $16M +34% 102k 153.61
 View chart
Amazon Com Ord Common Stock (AMZN) 5.0 $15M 66k 230.82
 View chart
Nu Holdings Cl A Ord Class A (NU) 5.0 $15M 897k 16.74
 View chart
Nvidia Ord Common Stock (NVDA) 4.9 $15M +5% 80k 186.50
 View chart
Sea Ads Rep Cl A Ord Class A (SE) 4.5 $14M 107k 127.57
 View chart
Robinhood Markets Cl A Ord Class A (HOOD) 4.4 $13M -23% 118k 113.10
 View chart
Intuit Ord Common Stock (INTU) 4.3 $13M 20k 662.42
 View chart
Cameco Ord Common Stock (CCJ) 4.3 $13M 141k 91.49
 View chart
Shopify Cl A Sub Vtg Ord Class A (SHOP) 4.0 $12M 74k 160.97
 View chart
Mercadolibre Ord Common Stock (MELI) 3.8 $11M 5.6k 2014.26
 View chart
Block Cl A Ord Class A (XYZ) 3.7 $11M 169k 65.09
 View chart
Netflix Ord Common Stock (NFLX) 3.3 $9.8M +906% 105k 93.76
 View chart
Lam Research Ord Common Stock (LRCX) 3.3 $9.8M -24% 57k 171.18
 View chart
Microsoft Ord Common Stock (MSFT) 3.1 $9.1M 19k 483.62
 View chart
Servicenow Ord Common Stock (NOW) 3.0 $8.9M +403% 58k 153.19
 View chart
Mastercard Cl A Ord Class A (MA) 2.9 $8.8M 15k 570.88
 View chart
Nike Cl B Ord Class B (NKE) 2.8 $8.5M +54% 134k 63.71
 View chart
Axon Enterprise Ord Common Stock (AXON) 2.7 $8.2M +52% 15k 567.93
 View chart
Zillow Group Cl C Ord Class C (Z) 2.3 $6.9M 101k 68.22
 View chart
Uber Technologies Ord Common Stock (UBER) 2.2 $6.5M 80k 81.71
 View chart
Match Group Ord Common Stock (MTCH) 2.1 $6.2M 191k 32.29
 View chart
Wingstop Ord Common Stock (WING) 1.8 $5.5M NEW 23k 238.49
 View chart
Samsara Cl A Ord Class A (IOT) 1.8 $5.4M 151k 35.45
 View chart
Commvault Systems Ord Common Stock (CVLT) 1.7 $5.2M 41k 125.36
 View chart
Asml Holding Adr Rep Ord Adr (ASML) 1.2 $3.6M -22% 3.4k 1069.86
 View chart
Sony Group Adr Rep Ord Adr (SONY) 1.2 $3.5M +33% 138k 25.60
 View chart
Sap Adr Rep 1 Ord Adr (SAP) 0.9 $2.7M +2% 11k 242.91
 View chart
Brookfield Cl A Ord Class A (BN) 0.8 $2.3M 50k 45.89
 View chart
Novo Nordisk Adr Repsg 1 Ord Adr (NVO) 0.7 $2.1M +3% 42k 50.88
 View chart
Ferrari Ord Common Stock (RACE) 0.6 $1.9M +5% 5.1k 369.56
 View chart
Ishares Msci India Index Etf Exchange Traded Fund (INDA) 0.0 $9.6k -65% 177.00 54.05
 View chart
Liberty Media Formula One Srs C Ord Series B (FWONK) 0.0 $5.4k 55.00 98.51
 View chart

Past Filings by Ravenswood Partners

SEC 13F filings are viewable for Ravenswood Partners going back to 2025