RAM Investment Partners, LLC

CIK

1989672

Location

BELLEVUE, WA

Portfolio Value

Micro $66,375,259

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,469 / 8,586 ▲ 42

Top Industry

Software - Infrastructure 42.3%

3Y Alpha vs SPY

-10.3%

Period ended 3 months ago

Filed May 4, 2026 · 43d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.7%

SPY

+78.1%

Annualised alpha

-10.2%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

38.1%

−5.3 pts

Top 5

65.6%

−3.1 pts

Top 10

77.3%

−5.0 pts

HHI

1,702

Moderately concentrated−411

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	59.6%	$66,375,259	14
Consumer Cyclical	12.0%	$13,302,478	5
Consumer Defensive	7.4%	$8,269,150	3
Communication Services	6.9%	$7,663,810	6
Healthcare	4.5%	$5,005,751	8
Financial Services	4.5%	$4,987,413	10
Industrials	2.8%	$3,135,132	6
Unclassified	1.9%	$2,067,931	2
Energy	0.4%	$489,970	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+10,416	47,530	$8,289,232
MSFT	Microsoft Corp	+7,862	114,617	$42,427,774
T	At&T Inc.	+3,079	10,393	$301,293
BAC	Bank Of America Corp /De/	+2,634	4,694	$228,832
CSCO	Cisco Systems, Inc.	+1,962	3,313	$257,055
CSX	Csx Corp	+1,853	5,555	$228,032
AMD	Advanced Micro Devices Inc	+1,414	2,050	$417,031
NFLX	Netflix Inc	+1,370	6,062	$582,861
WMT	Walmart Inc.	+1,276	2,974	$369,608
RTX	RTX Corp	+744	1,257	$242,475
LRCX	Lam Research Corp	+695	11,025	$2,355,601
JNJ	Johnson & Johnson	+689	2,978	$727,942
AMZN	Amazon Com Inc	+629	49,079	$10,221,683
MU	Micron Technology Inc	+625	1,075	$363,178
ORCL	Oracle Corp	+578	22,948	$3,375,880
V	Visa Inc.	+492	2,455	$741,999
SCHW	Schwab Charles Corp	+401	3,565	$335,038
ABBV	AbbVie Inc.	+379	5,996	$1,304,070
PLTR	Palantir Technologies Inc.	+371	2,298	$336,151
TMUS	T-Mobile US, Inc.	+363	1,136	$238,594
AXP	American Express Co	+345	714	$215,970
PCAR	Paccar Inc	+344	15,726	$1,816,353
AMAT	Applied Materials Inc /De	+331	2,401	$820,637
MA	Mastercard Inc	+320	1,072	$535,635
SPY	Spdr S&P 500 ETF Trust	+288	1,821	$1,184,269
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
PRCH	Porch Group, Inc.	−9,550	85,940	$616,189
RBLX	Roblox Corp	−3,699	47,547	$2,689,258
NKE	NIKE, Inc.	−1,835	11,011	$581,601
GOOGL	Alphabet Inc.	−1,287	6,274	$1,804,151
AAPL	Apple Inc.	−960	17,497	$4,440,563
AVGO	Broadcom Inc.	−727	8,198	$2,537,362
COST	Costco Wholesale Corp /New	−375	7,649	$7,621,693
LLY	ELI LILLY & Co	−5	229	$210,627
BRK-B	Berkshire Hathaway Inc	−2	1,950	$934,440
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	5,505	$1,043,748
UNH	Unitedhealth Group Inc	2,386	$645,627
WFC	Wells Fargo & Company/Mn	6,380	$507,911
GS	Goldman Sachs Group Inc	481	$406,921
CVX	Chevron Corp	1,198	$247,866
DELL	Dell Technologies Inc.	1,469	$241,106
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	1,109	$439,507
CTAS	Cintas Corp	830	$156,098
ADP	Automatic Data Processing Inc	585	$150,479
GE	General Electric Co	214	$65,918
IBM	International Business Machines Corp	179	$53,021
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $66,375,259 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	114,617	+7,862	$42,427,774	−17.8%	63.92%
NVDA	Nvidia Corp Technology	Added	47,530	+10,416	$8,289,232	+19.8%	12.49%
AAPL	Apple Inc. Technology	Reduced	17,497	-960	$4,440,563	−11.5%	6.69%
ORCL	Oracle Corp Technology	Added	22,948	+578	$3,375,880	−22.6%	5.09%
AVGO	Broadcom Inc. Technology	Reduced	8,198	-727	$2,537,362	−17.9%	3.82%
LRCX	Lam Research Corp Technology	Added	11,025	+695	$2,355,601	+33.2%	3.55%
AMAT	Applied Materials Inc /De Technology	Added	2,401	+331	$820,637	+54.3%	1.24%
AMD	Advanced Micro Devices Inc Technology	Added	2,050	+1,414	$417,031	+206.2%	0.63%
CRM	Salesforce, Inc. Technology	Added	2,122	+79	$396,113	−26.8%	0.60%
MU	Micron Technology Inc Technology	Added	1,075	+625	$363,178	+182.8%	0.55%
PLTR	Palantir Technologies Inc. Technology	Added	2,298	+371	$336,151	−1.9%	0.51%
CSCO	Cisco Systems, Inc. Technology	Added	3,313	+1,962	$257,055	+147.0%	0.39%
DELL	Dell Technologies Inc. Technology	NEW	1,469	NEW	$241,106	NEW	0.36%
DAVA	Endava plc Technology	Held	26,601	0	$117,576	−30.1%	0.18%