Ravenswood Partners LP — 13F holdings

Ravenswood Partners LP reported 36 holdings worth $313M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $27.8M (8.9%)
2. NVDA NVIDIA CORPORATION — $22.1M (7.1%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $21.5M (6.9%)
4. SE SEA LTD — $16.9M (5.4%)
5. HOOD ROBINHOOD MKTS INC — $16.5M (5.3%)
6. AMZN AMAZON COM INC — $16.0M (5.1%)
7. GOOGL ALPHABET INC — $14.3M (4.6%)
8. AXON AXON ENTERPRISE INC — $14.1M (4.5%)
9. LRCX LAM RESEARCH CORP — $13.3M (4.3%)
10. NU NU HLDGS LTD — $13.0M (4.2%)