Ravenswood Partners LP
36 holdingsFiling period: 2026-06-30Current AUM: $303.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY ORD | 24.1K | $27.8M | $22.4M | 7.37% | -11,524 | 2026-06-30 |
| 2 | NVDA | NVIDIA ORD | 110.2K | $22.1M | $23.4M | 7.71% | -- | 2026-06-30 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 45.0K | $21.5M | $18.6M | 6.13% | -1,014 | 2026-06-30 |
| 4 | SE | SEA ADS REP CL A ORD | 176.3K | $16.9M | $18.1M | 5.97% | +36.7K | 2026-06-30 |
| 5 | HOOD | ROBINHOOD MARKETS CL A ORD | 164.4K | $16.5M | $18.2M | 5.98% | +35.3K | 2026-06-30 |
| 6 | AMZN | AMAZON COM ORD | 67.0K | $16.0M | $16.6M | 5.49% | +3 | 2026-06-30 |
| 7 | GOOGL | ALPHABET CL A ORD | 39.9K | $14.3M | $13.8M | 4.54% | +22.1K | 2026-06-30 |
| 8 | AXON | AXON ENTERPRISE ORD | 25.1K | $14.1M | $11.1M | 3.65% | +1.3K | 2026-06-30 |
| 9 | LRCX | LAM RESEARCH ORD | 30.7K | $13.3M | $8.3M | 2.74% | -- | 2026-06-30 |
| 10 | — | NU HOLDINGS CL A ORD | 972.0K | $13.0M | $13.0M | 4.28% | +82.9K | 2026-06-30 |
| 11 | TJX | TJX ORD | 85.5K | $13.0M | $10.7M | 3.51% | -- | 2026-06-30 |
| 12 | XYZ | BLOCK CL A ORD | 168.7K | $12.8M | $13.2M | 4.35% | -- | 2026-06-30 |
| 13 | CCJ | CAMECO ORD | 117.8K | $12.0M | $10.7M | 3.54% | -1,725 | 2026-06-30 |
| 14 | SHOP | SHOPIFY CL A SUB VTG ORD | 73.8K | $8.4M | $9.6M | 3.16% | -1,048 | 2026-06-30 |
| 15 | MELI | MERCADOLIBRE ORD | 4.8K | $8.2M | $8.8M | 2.90% | -840 | 2026-06-30 |
| 16 | NFLX | NETFLIX ORD | 106.4K | $7.6M | $8.3M | 2.73% | -- | 2026-06-30 |
| 17 | WING | WINGSTOP ORD | 40.5K | $7.0M | $4.1M | 1.34% | +9.6K | 2026-06-30 |
| 18 | MSFT | MICROSOFT ORD | 18.5K | $6.9M | $9.2M | 3.03% | -6,993 | 2026-06-30 |
| 19 | SCHW | CHARLES SCHWAB ORD | 73.3K | $6.8M | $7.9M | 2.60% | +16.2K | 2026-06-30 |
| 20 | — | ASML HOLDING ADR REP ORD | 3.3K | $6.6M | $6.6M | 2.18% | -28 | 2026-06-30 |
| 21 | NOW | SERVICENOW ORD | 58.1K | $5.8M | $8.2M | 2.72% | -- | 2026-06-30 |
| 22 | META | META PLATFORMS CL A ORD | 8.7K | $4.9M | $5.8M | 1.92% | -- | 2026-06-30 |
| 23 | MDLN | MEDLINE CL A ORD | 115.9K | $4.6M | $3.7M | 1.23% | -- | 2026-06-30 |
| 24 | INTU | INTUIT ORD | 17.5K | $4.6M | $5.8M | 1.90% | -- | 2026-06-30 |
| 25 | NKE | NIKE CL B ORD | 104.2K | $4.3M | $3.8M | 1.24% | -73,434 | 2026-06-30 |
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