Ravenswood Partners LP
Top Portfolio Positions
32 positions ·
$266,502,356 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
110,220 | $19,222,368 | 7.21% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
45,980 | $15,538,941 | 5.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
67,000 | $13,954,090 | 5.24% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
85,513 | $13,656,426 | 5.12% | |
| CCJ |
Cameco Corp
Energy
|
119,521 | $12,981,175 | 4.87% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
889,106 | $12,776,453 | 4.79% | |
| MU |
Micron Technology Inc
Technology
|
35,619 | $12,033,522 | 4.52% | |
| SE |
Sea Ltd
Consumer Cyclical
|
139,678 | $11,566,735 | 4.34% | |
| MA |
Mastercard Inc
Financial Services
|
21,095 | $10,540,327 | 3.96% | |
| NFLX |
Netflix Inc
Communication Services
|
106,441 | $10,234,302 | 3.84% |
Portfolio Trend
3 quarters · across all stocks
Holdings in CVLT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,212,573 | 41,245 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,170,473 | 41,245 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,813,226 | 41,388 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||