Ravenswood Partners LP

Q2 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$312,602
Net value change ($000)
+41,912 (15.5%)
New positions
7
Sold out positions
6
Turnover %
14.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 15,779 131.1%
GOOGL 9,137 178.4%
HOOD 7,540 84.3%
LRCX 6,753 102.8%
TSM 5,935 38.2%
SE 5,332 46.1%
MDLN 4,572 NEW
BE 4,009 NEW
AXON 3,952 39.1%
PWR 3,915 NEW
Top Reduces (Value $000, Stocks/ETFs)
MA -10,540 -100.0%
UBER -5,743 -100.0%
NKE -5,104 -54.4%
IOT -4,791 -100.0%
CVLT -3,213 -100.0%
INTU -2,998 -39.6%
NFLX -2,634 -25.7%
MSFT -2,536 -26.9%
RACE -1,757 -100.0%
MELI -1,605 -16.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type