Ravenswood Partners LP holds a focused book of 36 reported positions worth $312.6M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Medline Inc-CL A and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+19.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 18.0 points over this window.
Growth of $10,000 cloning Ravenswood Partners LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ravenswood Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 3 / 36 | $4.4B |
| Graticule Asia Macro Advisors LLC | 6 / 36 | $1.3B |
| Palidye Holdings (Caymans) Ltd | 5 / 36 | $538.9M |
| Linden Rose Investment LLC | 5 / 36 | $124.1M |
| Mishpacha Holdings Corp | 3 / 36 | $255.8M |
| BlueSpruce Investments, LP | 7 / 36 | $589.4M |
| Marcho Partners LLP | 4 / 36 | $158.6M |
| Voyager Global Management LP | 6 / 36 | $3.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Ravenswood Partners LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Ord Common Stock | $27.8M | 24.1K | 8.9% | ▼−32% Reduced · −12K sh | |
| 2 | Nvidia Ord Common Stock | $22.1M | 110.2K | 7.1% | —Held | |
| 3 | Taiwan Semiconductor MNFTG ADR 5 Ord ADR | $21.5M | 45.0K | 6.9% | ▼−2.2% Reduced · −1K sh | |
| 4 | Sea Ads Rep CL A Ord Class A | $16.9M | 176.3K | 5.4% | ▲+26% Added · +37K sh | |
| 5 | Robinhood Markets CL A Ord Class A | $16.5M | 164.4K | 5.3% | ▲+27% Added · +35K sh | |
| 6 | Amazon Com Ord Common Stock | $16.0M | 67.0K | 5.1% | ▲~0% Added · +3 sh | |
| 7 | Alphabet CL A Ord Class A | $14.3M | 39.9K | 4.6% | ▲+124% Added · +22K sh | |
| 8 | Axon Enterprise Ord Common Stock | $14.1M | 25.1K | 4.5% | ▲+5.4% Added · +1K sh | |
| 9 | Lam Research Ord Common Stock | $13.3M | 30.7K | 4.3% | —Held | |
| 10 | Nu Holdings CL A Ord Class A | $13.0M | 972.0K | 4.2% | ▲+9.3% Added · +83K sh | |
| 11 | TJX Ord Common Stock | $13.0M | 85.5K | 4.1% | —Held | |
| 12 | Block CL A Ord Class A | $12.8M | 168.7K | 4.1% | —Held | |
| 13 | Cameco Ord Common Stock | $12.0M | 117.8K | 3.8% | ▼−1.4% Reduced · −2K sh | |
| 14 | Shopify CL A Sub VTG Ord Class A | $8.4M | 73.8K | 2.7% | ▼−1.4% Reduced · −1K sh | |
| 15 | Mercadolibre Ord Common Stock | $8.2M | 4.8K | 2.6% | ▼−15% Reduced · −840 sh | |
| 16 | Netflix Ord Common Stock | $7.6M | 106.4K | 2.4% | —Held | |
| 17 | Wingstop Ord Common Stock | $7.0M | 40.5K | 2.2% | ▲+31% Added · +10K sh | |
| 18 | Microsoft Ord Common Stock | $6.9M | 18.5K | 2.2% | ▼−27% Reduced · −7K sh | |
| 19 | Charles Schwab Ord Common Stock | $6.8M | 73.3K | 2.2% | ▲+28% Added · +16K sh | |
| 20 | ASML Holding ADR Rep Ord ADR | $6.6M | 3.3K | 2.1% | ▼−0.8% Reduced · −28 sh | |
| 21 | Servicenow Ord Common Stock | $5.8M | 58.1K | 1.8% | —Held | |
| 22 | Meta Platforms CL A Ord Class A | $4.9M | 8.7K | 1.6% | —Held | |
| 23 | Medline CL A Ord Class A | $4.6M | 115.9K | 1.5% | ▲New New position | |
| 24 | Intuit Ord Common Stock | $4.6M | 17.5K | 1.5% | —Held | |
| 25 | Nike CL B Ord Class B | $4.3M | 104.2K | 1.4% | ▼−41% Reduced · −73K sh | |
| 26 | Bloom Energy CL A Ord Class A | $4.0M | 13.2K | 1.3% | ▲New New position | |
| 27 | Quanta Services Ord Common Stock | $3.9M | 5.4K | 1.3% | ▲New New position | |
| 28 | Zillow Group CL C Ord Class C | $3.2M | 100.9K | 1.0% | —Held | |
| 29 | Amer Sports Ord Common Stock | $2.6M | 76.4K | 0.8% | ▲New New position | |
| 30 | Nebius CL A Ord Class A | $2.4M | 8.6K | 0.8% | ▲New New position | |
| 31 | Brookfield CL A Ord Class A | $2.2M | 51.4K | 0.7% | —Held | |
| 32 | Spotify Technology Ord Common Stock | $2.1M | 4.5K | 0.7% | ▲New New position | |
| 33 | Sony Group ADR Rep Ord ADR | $2.0M | 97.6K | 0.6% | ▼−31% Reduced · −43K sh | |
| 34 | Sap ADR Rep 1 Ord ADR | $1.7M | 10.8K | 0.5% | ▼−5.1% Reduced · −585 sh | |
| 35 | Ishares Msci India Index ETF Exchange Traded Fund | $9K | 177 | <0.1% | —Held | |
| 36 | Roundhill Memory ETF Exchange Traded Fund | $3K | 38 | <0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2015178/holdings"
Use Arkolith to show Ravenswood Partners LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.