Ravenswood Partners LP
13F filer · CIK 2015178 · Mclean, VA
Summary
Ravenswood Partners LP reported $312.60M across 36 positions in its 13F for 2026 Q2, filed Aug 6, 2026. The largest holdings are MU (8.9%), NVDA (7.1%), TSM (6.9%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 8, trimmed 10 and sold out of 6.
Reported value$312.60M
Positions36
Report period2026 Q2
FiledAug 6, 2026
New positions7
Added8
Trimmed10
Sold out6
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 8.9%Value $27.81MPrice $1065Shares 24K -32.35%Since Jun 30 -7.73%
Weight 7.1%Value $22.05MPrice $227.21Shares 110KSince Jun 30 +13.55%
Weight 6.9%Value $21.47MPrice $456.94Shares 45K -2.21%Since Jun 30 -4.32%
Weight 5.4%Value $16.90MPrice $98.62Shares 176K +26.25%Since Jun 30 +2.91%
Weight 5.3%Value $16.48MPrice $116.22Shares 164K +27.39%Since Jun 30 +15.90%
Weight 5.1%Value $15.97MPrice $246.67Shares 67K +0.00%Since Jun 30 +3.50%
Weight 4.6%Value $14.26MPrice $340.92Shares 40K +124.02%Since Jun 30 -4.60%
Weight 4.5%Value $14.06MPrice $419.58Shares 25K +5.36%Since Jun 30 -25.16%
Weight 4.3%Value $13.32MPrice $323.86Shares 31KSince Jun 30 -25.26%
Weight 4.2%Value $12.99MPrice $12.35Shares 972K +9.33%Since Jun 30 -7.56%
Weight 4.1%Value $12.96MPrice $133.80Shares 86KSince Jun 30 -11.68%
Weight 4.1%Value $12.82MPrice $74.05Shares 169KSince Jun 30 -2.57%
Weight 3.8%Value $12.00MPrice $86.88Shares 118K -1.44%Since Jun 30 -14.71%
Weight 2.7%Value $8.43MPrice $148.26Shares 74K -1.40%Since Jun 30 +29.85%
Weight 2.6%Value $8.15MPrice $1725Shares 4,804 -14.88%Since Jun 30 +1.62%
Weight 2.4%Value $7.60MPrice $70.30Shares 106KSince Jun 30 -1.54%
Weight 2.2%Value $7.02MPrice $108.62Shares 40K +30.93%Since Jun 30 -37.36%
Weight 2.2%Value $6.90MPrice $508.96Shares 19K -27.42%Since Jun 30 +36.44%
Weight 2.2%Value $6.76MPrice $99.10Shares 73K +28.38%Since Jun 30 +7.40%
Weight 2.1%Value $6.61MPrice $1834Shares 3,321 -0.84%Since Jun 30 -7.79%
Weight 1.8%Value $5.77MPrice $129.94Shares 58KSince Jun 30 +30.88%
Weight 1.6%Value $4.91MPrice $738.79Shares 8,712Since Jun 30 +31.16%
Weight 1.5%Value $4.57MPrice $34.98Shares 116KSince Jun 30 -11.31%
Weight 1.5%Value $4.57MPrice $268.03Shares 17KSince Jun 30 +2.69%
Weight 1.4%Value $4.28MPrice $35.84Shares 104K -41.35%Since Jun 30 -12.69%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 8.9% | $27.81M | -7.73% | -32.35% | Trim | |
| 7.1% | $22.05M | +13.55% | — | Hold | |
| 6.9% | $21.47M | -4.32% | -2.21% | Trim | |
| 5.4% | $16.90M | +2.91% | +26.25% | Add | |
| 5.3% | $16.48M | +15.90% | +27.39% | Add | |
| 5.1% | $15.97M | +3.50% | +0.00% | Add | |
| 4.6% | $14.26M | -4.60% | +124.02% | Add | |
| 4.5% | $14.06M | -25.16% | +5.36% | Add | |
| 4.3% | $13.32M | -25.26% | — | Hold | |
| 4.2% | $12.99M | -7.56% | +9.33% | Add | |
| 4.1% | $12.96M | -11.68% | — | Hold | |
| 4.1% | $12.82M | -2.57% | — | Hold | |
| 3.8% | $12.00M | -14.71% | -1.44% | Trim | |
| 2.7% | $8.43M | +29.85% | -1.40% | Trim | |
| 2.6% | $8.15M | +1.62% | -14.88% | Trim | |
| 2.4% | $7.60M | -1.54% | — | Hold | |
| 2.2% | $7.02M | -37.36% | +30.93% | Add | |
| 2.2% | $6.90M | +36.44% | -27.42% | Trim | |
| 2.2% | $6.76M | +7.40% | +28.38% | Add | |
| 2.1% | $6.61M | -7.79% | -0.84% | Trim | |
| 1.8% | $5.77M | +30.88% | — | Hold | |
| 1.6% | $4.91M | +31.16% | — | Hold | |
| 1.5% | $4.57M | -11.31% | — | New | |
| 1.5% | $4.57M | +2.69% | — | Hold | |
| 1.4% | $4.28M | -12.69% | -41.35% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.