Institutional Fund
Ravenswood Partners LP
Mclean, VACIK 20151783 filings on record
Portfolio Value
$270.69M
Q1 2026
Holdings
35
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-9.8%
from $299.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation7.1%
- Taiwan Semiconductor Mfg Ltd5.7%
- Amazon Com Inc5.2%
- Tjx Cos Inc New5.0%
- Cameco Corp4.8%
- Nu Hldgs Ltd4.7%
- Other67.4%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 110.2K | $19.22M | 7.1% | +30.6K | Added |
| 2 | Taiwan Semiconductor Mfg Ltd | 46.0K | $15.54M | 5.7% | −20.5K | Reduced |
| 3 | Amazon Com Inc | 67.0K | $13.95M | 5.2% | +1.5K | Added |
| 4 | Tjx Cos Inc New | 85.5K | $13.66M | 5.0% | −16.4K | Reduced |
| 5 | Cameco Corp | 119.5K | $12.98M | 4.8% | −21.8K | Reduced |
| 6 | Nu Hldgs Ltd | 889.1K | $12.78M | 4.7% | −8.1K | Reduced |
| 7 | Micron Technology Inc | 35.6K | $12.03M | 4.4% | −23.7K | Reduced |
| 8 | Sea Ltd | 139.7K | $11.57M | 4.3% | +32.8K | Added |
| 9 | Mastercard Incorporated | 21.1K | $10.54M | 3.9% | +5.8K | Added |
| 10 | Netflix Inc | 106.4K | $10.23M | 3.8% | +1.4K | Added |
25 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio