StockDriftsStockDriftsTop 35 Ravenswood Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA ORD | 7.1% | 110.2K | $19.2M | +38.49%(+30.63K) | $175.04(+11.30%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 5.74% | 46.0K | $15.5M | -30.88%(-20.54K) | $252.89(+71.68%) | 2026-03-31 | |
| AMZN | AMAZON COM ORD | 5.15% | 67.0K | $14.0M | +2.31%(+1.51K) | $219.56(+10.52%) | 2026-03-31 | |
| TJX | TJX ORD | 5.05% | 85.5K | $13.7M | -16.12%(-16.44K) | $137.88(+11.88%) | 2026-03-31 | |
| CCJ | CAMECO ORD | 4.8% | 119.5K | $13.0M | -15.40%(-21.75K) | $79.05(+22.13%) | 2026-03-31 | |
| NU | NU HOLDINGS CL A ORD | 4.72% | 889.1K | $12.8M | -0.90%(-8.10K) | $14.89(-8.59%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY ORD | 4.45% | 35.6K | $12.0M | -39.92%(-23.66K) | $145.29(+571.48%) | 2026-03-31 | |
| SE | SEA ADS REP CL A ORD | 4.27% | 139.7K | $11.6M | +30.68%(+32.80K) | $154.17(-33.00%) | 2026-03-31 | |
| MA | MASTERCARD CL A ORD | 3.89% | 21.1K | $10.5M | +37.50%(+5.75K) | $557.16(-3.19%) | 2026-03-31 | |
| NFLX | NETFLIX ORD | 3.78% | 106.4K | $10.2M | +1.34%(+1.41K) | $126.34(-38.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -21.21% | -51.08% |
| Top 20 Holdings Unweighted | -21.66% | -51.92% |
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