Managers / Q3 2025 · view latest →
Ravenswood Partners LP
CIK 0002015178 · 7900 WESTPARK DRIVE, SUITE A560, MCLEAN, VA, 22102 · 703-382-8689
Summary
Ravenswood Partners LP reported $316M in U.S.-listed holdings across 36 positions for Q3 2025.
Its largest position, HOOD, represents 6.9% of the portfolio.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 77.8% · $246M
- ADR · 14.7% · $47M
- Other · 7.5% · $24M
- ETP · 0.0% · $31,676
- Tracking Stk · 0.0% · $5,745
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| HOODRobinhood Markets Inc | NEW | +153.4K | 153.4K | +$22M | $22M |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | NEW | +69.7K | 69.7K | +$19M | $19M |
| SESea Ltd | NEW | +106.0K | 106.0K | +$19M | $19M |
| AMZNAmazon.com Inc | NEW | +64.5K | 64.5K | +$14M | $14M |
| NVDANVIDIA Corp | NEW | +75.8K | 75.8K | +$14M | $14M |
| Nu Holdings Ltd | NEW | +883.0K | 883.0K | +$14M | $14M |
| INTUIntuit Inc | NEW | +19.4K | 19.4K | +$13M | $13M |
| MLB1MercadoLibre Inc | NEW | +5.5K | 5.5K | +$13M | $13M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q3 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | HOODRobinhood Markets Inchistory → | Class A | 6.94% | $22M | 153.4K |
| 2 | TSMTaiwan Semiconductor Manufacturing Co Ltdhistory → | ADR | 6.15% | $19M | 69.7K |
| 3 | SESea Ltdhistory → | ADR | 5.99% | $19M | 106.0K |
| 4 | AMZNAmazon.com Inchistory → | Common Stock | 4.48% | $14M | 64.5K |
| 5 | NVDANVIDIA Corphistory → | Common Stock | 4.47% | $14M | 75.8K |
| 6 | Nu Holdings Ltd | Class A | 4.47% | $14M | 883.0K |
| 7 | INTUIntuit Inchistory → | Common Stock | 4.18% | $13M | 19.4K |
| 8 | MLB1MercadoLibre Inchistory → | Common Stock | 4.09% | $13M | 5.5K |
| 9 | NFLXNetflix Inchistory → | Common Stock | 3.95% | $13M | 10.4K |
| 10 | XYZBlock Inchistory → | Class A | 3.80% | $12M | 166.5K |
| 11 | CCOCameco Corphistory → | Common Stock | 3.75% | $12M | 141.6K |
| 12 | TJXTJX Companies Inchistory → | Common Stock | 3.46% | $11M | 75.8K |
| 13 | SHOPShopify Inchistory → | Class A | 3.43% | $11M | 73.1K |
| 14 | NOWServiceNow Inchistory → | Common Stock | 3.36% | $11M | 11.5K |
| 15 | MUMicron Technology Inchistory → | Common Stock | 3.35% | $11M | 63.3K |
| 16 | LRCXLam Research Corphistory → | Common Stock | 3.20% | $10M | 75.6K |
| 17 | MSFTMicrosoft Corphistory → | Common Stock | 3.11% | $10M | 19.0K |
| 18 | GTLBGitLab Inchistory → | Class A | 2.97% | $9M | 208.2K |
| 19 | MAMastercard Inchistory → | Class A | 2.77% | $9M | 15.4K |
| 20 | UBERUber Technologies Inchistory → | Common Stock | 2.48% | $8M | 80.1K |
| 21 | CVLTCommvault Systems Inchistory → | Common Stock | 2.47% | $8M | 41.4K |
| 22 | ZZillow Group Inchistory → | Class C | 2.47% | $8M | 101.2K |
| 23 | AXONAxon Enterprise Inchistory → | Common Stock | 2.15% | $7M | 9.5K |
| 24 | MTCHMatch Group Inchistory → | Common Stock | 2.14% | $7M | 192.1K |
| 25 | NKENike Inchistory → | Class B | 1.91% | $6M | 86.7K |
| 26 | IOTSamsara Inchistory → | Class A | 1.79% | $6M | 151.7K |
| 27 | ASML Holding NV | ADR | 1.32% | $4M | 4.3K |
| 28 | BNBrookfield Corphistory → | Class A | 1.11% | $4M | 51.1K |
| 29 | SONYSony Group Corp | ADR | 0.94% | $3M | 103.7K |
| 30 | monday.com Ltd | Common Stock | 0.93% | $3M | 15.2K |
| 31 | SAPSAP SE | ADR | 0.92% | $3M | 10.8K |
| 32 | Ferrari NV | Common Stock | 0.74% | $2M | 4.8K |
| 33 | NVONovo Nordisk A/S | ADR | 0.71% | $2M | 40.6K |
| 34 | iShares Trust - iShares MSCI India ETF | Exchange Traded Fund | 0.01% | $26,863 | 516 |
| 35 | FWONKLiberty Media Corp | Series B | 0.00% | $5,745 | 55 |
| 36 | iShares, Inc - iShares MSCI Japan ETF | Exchange Traded Fund | 0.00% | $4,813 | 60 |
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.