Ravenswood Partners LP

Q3 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$353,379
Net value change ($000)
+40,777 (13.0%)
New positions
1
Sold out positions
3
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SHOP 7,465 88.6%
META 7,420 151.2%
NBIS 6,268 263.5%
SE 5,455 32.3%
KRMN 4,903 NEW
BE 4,274 106.6%
SPOT 3,536 171.6%
AS 3,011 116.5%
NVDA 2,957 13.4%
SAP 2,921 175.3%
Top Reduces (Value $000, Stocks/ETFs)
INTU -4,565 -100.0%
NKE -4,276 -100.0%
XYZ -3,489 -27.2%
AXON -3,464 -24.6%
LRCX -3,222 -24.2%
MU -2,543 -9.1%
TJX -1,641 -12.7%
WING -1,246 -17.8%
NU -681 -5.2%
CCJ -485 -4.0%
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