Ravenswood Partners LP
· CIK 0002015178
35 New
| # | Ticker | Company | Sector | Shares | Value | % Port | Chg Shares | Chg % |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA ORD | Technology | 110,220 | $19.2M | 7.10% | NEW | — |
| 2 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | Technology | 45,980 | $15.5M | 5.74% | NEW | — |
| 3 | AMZN | AMAZON COM ORD | Consumer Cyclical | 67,000 | $14.0M | 5.16% | NEW | — |
| 4 | TJX | TJX ORD | Consumer Cyclical | 85,513 | $13.7M | 5.04% | NEW | — |
| 5 | BBDO | CAMECO ORD | Financial Services | 119,521 | $13.0M | 4.80% | NEW | — |
| 6 | — | NU HOLDINGS CL A ORD | — | 889,106 | $12.8M | 4.72% | NEW | — |
| 7 | MU | MICRON TECHNOLOGY ORD | Technology | 35,619 | $12.0M | 4.45% | NEW | — |
| 8 | XME | SEA ADS REP CL A ORD | — | 139,678 | $11.6M | 4.27% | NEW | — |
| 9 | MA | MASTERCARD CL A ORD | Financial Services | 21,095 | $10.5M | 3.89% | NEW | — |
| 10 | NFLX | NETFLIX ORD | Communication Services | 106,441 | $10.2M | 3.78% | NEW | — |
| 11 | XYZ | BLOCK CL A ORD | Technology | 168,692 | $10.2M | 3.75% | NEW | — |
| 12 | AXON | AXON ENTERPRISE ORD | Industrials | 23,810 | $10.1M | 3.74% | NEW | — |
| 13 | MELI | MERCADOLIBRE ORD | Consumer Cyclical | 5,644 | $9.8M | 3.60% | NEW | — |
| 14 | MSFT | MICROSOFT ORD | Technology | 25,499 | $9.4M | 3.49% | NEW | — |
| 15 | NKE | NIKE CL B ORD | Consumer Cyclical | 177,588 | $9.4M | 3.46% | NEW | — |
| 16 | HOOD | ROBINHOOD MARKETS CL A ORD | Financial Services | 129,019 | $8.9M | 3.30% | NEW | — |
| 17 | SHOP | SHOPIFY CL A SUB VTG ORD | Technology | 74,851 | $8.9M | 3.28% | NEW | — |
| 18 | INTU | INTUIT ORD | Technology | 17,492 | $7.6M | 2.79% | NEW | — |
| 19 | LRCX | LAM RESEARCH ORD | Technology | 30,741 | $6.6M | 2.43% | NEW | — |
| 20 | IWF | SERVICENOW ORD | — | 58,085 | $6.1M | 2.24% | NEW | — |
| 21 | UBER | UBER TECHNOLOGIES ORD | Technology | 79,841 | $5.7M | 2.12% | NEW | — |
| 22 | SCHW | CHARLES SCHWAB ORD | Financial Services | 57,082 | $5.4M | 1.98% | NEW | — |
| 23 | GOOGL | ALPHABET CL A ORD | Communication Services | 17,810 | $5.1M | 1.89% | NEW | — |
| 24 | META | META PLATFORMS CL A ORD | Communication Services | 8,712 | $5.0M | 1.84% | NEW | — |
| 25 | IOT | SAMSARA CL A ORD | Technology | 151,184 | $4.8M | 1.77% | NEW | — |
| 26 | WING | WINGSTOP ORD | Consumer Cyclical | 30,909 | $4.8M | 1.77% | NEW | — |
| 27 | ASML | ASML HOLDING ADR REP ORD | Technology | 3,349 | $4.4M | 1.63% | NEW | — |
| 28 | Z | ZILLOW GROUP CL C ORD | Communication Services | 100,896 | $4.2M | 1.54% | NEW | — |
| 29 | CVLT | COMMVAULT SYSTEMS ORD | Technology | 41,245 | $3.2M | 1.19% | NEW | — |
| 30 | SONY | SONY GROUP ADR REP ORD | Technology | 140,843 | $2.9M | 1.08% | NEW | — |
| 31 | BN | BROOKFIELD CL A ORD | Financial Services | 51,365 | $2.1M | 0.77% | NEW | — |
| 32 | SAP | SAP ADR REP 1 ORD | Technology | 11,394 | $2.0M | 0.72% | NEW | — |
| 33 | RACE | FERRARI ORD | Consumer Cyclical | 5,192 | $1.8M | 0.65% | NEW | — |
| 34 | INDA | ISHARES MSCI INDIA INDEX ETF | — | 177 | $8K | 0.00% | NEW | — |
| 35 | FWONK | LIBERTY MEDIA FORMULA ONE SRS C ORD | Communication Services | 55 | $5K | 0.00% | NEW | — |
Sector Allocation
Technology
46.8%
Consumer Cyclical
22.2%
Financial Services
16.6%
Communication Services
10.2%
Industrials
4.2%