StockDriftsStockDriftsTop 35 Ravenswood Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY ORD | 8.9% | 24.1K | $27.8M | -32.35%(-11.52K) | $145.29(+493.33%) | 2026-06-30 | |
| NVDA | NVIDIA ORD | 7.05% | 110.2K | $22.1M | +0.00%(+0) | $175.04(+25.94%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 6.87% | 45.0K | $21.5M | -2.21%(-1.01K) | $252.89(+67.51%) | 2026-06-30 | |
| SE | SEA ADS REP CL A ORD | 5.41% | 176.3K | $16.9M | +26.25%(+36.67K) | $140.22(-8.14%) | 2026-06-30 | |
| HOOD | ROBINHOOD MARKETS CL A ORD | 5.27% | 164.4K | $16.5M | +27.39%(+35.33K) | $108.89(-14.21%) | 2026-06-30 | |
| AMZN | AMAZON COM ORD | 5.11% | 67.0K | $16.0M | +0.00%(+3) | $219.56(+25.23%) | 2026-06-30 | |
| GOOGL | ALPHABET CL A ORD | 4.56% | 39.9K | $14.3M | +124.02%(+22.09K) | $308.67(+13.86%) | 2026-06-30 | |
| AXON | AXON ENTERPRISE ORD | 4.5% | 25.1K | $14.1M | +5.36%(+1.28K) | $629.79(-6.04%) | 2026-06-30 | |
| LRCX | LAM RESEARCH ORD | 4.26% | 30.7K | $13.3M | +0.00%(+0) | $115.62(+171.94%) | 2026-06-30 | |
| NU | NU HOLDINGS CL A ORD | 4.15% | 972.0K | $13.0M | +9.33%(+82.94K) | $14.76(-7.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.96% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.92% |
Ravenswood Partners LP reports $312.60M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are MU (8.9%), NVDA (7.0%) and TSM (6.9%). The top 20 holdings account for 84.62% of reported assets. Its disclosed equity book has returned +9.96% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Ravenswood Partners LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Ravenswood Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2015178). View Ravenswood Partners LP’s 13F filings on SEC