Ravenswood Partners LP
36 holdingsFiling period: 2026-06-30Current AUM: $294.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Ord | 24.1K | $27.8M | $21.8M | 7.40% | -11,524 | 2026-06-30 |
| 2 | NVDA | NVIDIA Ord | 110.2K | $22.1M | $23.8M | 8.09% | -- | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Mnftg ADR 5 Ord | 45.0K | $21.5M | $19.1M | 6.48% | -1,014 | 2026-06-30 |
| 4 | SE | Sea Ads Rep CL A Ord | 176.3K | $16.9M | $13.1M | 4.43% | +36.7K | 2026-06-30 |
| 5 | HOOD | Robinhood Markets CL A Ord | 164.4K | $16.5M | $15.3M | 5.18% | +35.3K | 2026-06-30 |
| 6 | AMZN | Amazon.com Ord | 67.0K | $16.0M | $16.7M | 5.67% | +3 | 2026-06-30 |
| 7 | GOOGL | Alphabet CL A Ord | 39.9K | $14.3M | $12.6M | 4.29% | +22.1K | 2026-06-30 |
| 8 | AXON | Axon Enterprise Ord | 25.1K | $14.1M | $10.7M | 3.62% | +1.3K | 2026-06-30 |
| 9 | LRCX | Lam Research Ord | 30.7K | $13.3M | $7.3M | 2.48% | -- | 2026-06-30 |
| 10 | — | NU Holdings CL A Ord | 972.0K | $13.0M | $13.0M | 4.41% | +82.9K | 2026-06-30 |
| 11 | TJX | Tjx Ord | 85.5K | $13.0M | $12.3M | 4.18% | -- | 2026-06-30 |
| 12 | XYZ | Block CL A Ord | 168.7K | $12.8M | $12.6M | 4.27% | -- | 2026-06-30 |
| 13 | CCJ | Cameco Ord | 117.8K | $12.0M | $9.3M | 3.16% | -1,725 | 2026-06-30 |
| 14 | SHOP | Shopify CL A Sub Vtg Ord | 73.8K | $8.4M | $12.4M | 4.22% | -1,048 | 2026-06-30 |
| 15 | MELI | Mercadolibre Ord | 4.8K | $8.2M | $8.0M | 2.72% | -840 | 2026-06-30 |
| 16 | NFLX | Netflix Ord | 106.4K | $7.6M | $6.8M | 2.31% | -- | 2026-06-30 |
| 17 | WING | Wingstop Ord | 40.5K | $7.0M | $5.0M | 1.69% | +9.6K | 2026-06-30 |
| 18 | MSFT | Microsoft Ord | 18.5K | $6.9M | $9.9M | 3.35% | -6,993 | 2026-06-30 |
| 19 | SCHW | Charles Schwab Ord | 73.3K | $6.8M | $6.6M | 2.23% | +16.2K | 2026-06-30 |
| 20 | — | Asml Holding ADR Rep Ord | 3.3K | $6.6M | $6.6M | 2.24% | -28 | 2026-06-30 |
| 21 | NOW | Servicenow Ord | 58.1K | $5.8M | $9.2M | 3.12% | -- | 2026-06-30 |
| 22 | META | Meta Platforms CL A Ord | 8.7K | $4.9M | $5.5M | 1.87% | -- | 2026-06-30 |
| 23 | MDLN | Medline CL A Ord | 115.9K | $4.6M | $3.9M | 1.33% | -- | 2026-06-30 |
| 24 | INTU | Intuit Ord | 17.5K | $4.6M | $5.9M | 2.02% | -- | 2026-06-30 |
| 25 | NKE | Nike CL B Ord | 104.2K | $4.3M | $3.9M | 1.34% | -73,434 | 2026-06-30 |
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