Ravenswood Partners LP Long-Term Concentrated

Location: McLean, VA

CIK: 0002015178 · Show all filings

Period: Q3 2025 (Next →)

Filing Date: Nov 13, 2025

Total Value: $316M (100.0% shares, 0.0% debt)

Holdings (36)

HOOD Robinhood Markets Inc 6.9%

Value $21.96M Shares 153,375 Est. Cost $109.05 Unrealized 0.0%

TSM Taiwan Semiconductor Manufacturing Co Ltd 6.2%

Value $19.47M Shares 69,721 Est. Cost $279.29 Unrealized —

SE Sea Ltd 6.0%

Value $18.94M Shares 105,974 Est. Cost $178.73 Unrealized —

AMZN Amazon.com Inc 4.5%

Value $14.17M Shares 64,539 Est. Cost $226.35 Unrealized 0.0%

NVDA NVIDIA Corp 4.5%

Value $14.14M Shares 75,793 Est. Cost $174.29 Unrealized 0.0%

NU Nu Holdings Ltd 4.5%

Value $14.14M Shares 882,950 Est. Cost $13.95 Unrealized 0.0%

INTU Intuit Inc 4.2%

Value $13.23M Shares 19,368 Est. Cost $719.44 Unrealized 0.0%

MELI MercadoLibre Inc 4.1%

Value $12.94M Shares 5,538 Est. Cost $2400.46 Unrealized 0.0%

NFLX Netflix Inc 4.0%

Value $12.5M Shares 10,430 Est. Cost $122.05 Unrealized 0.0%

XYZ Block Inc 3.8%

Value $12.03M Shares 166,505 Est. Cost $74.85 Unrealized 0.0%

CCJ Cameco Corp 3.8%

Value $11.87M Shares 141,605 Est. Cost $77.39 Unrealized 0.0%

TJX TJX Companies Inc 3.5%

Value $10.95M Shares 75,751 Est. Cost $132.28 Unrealized 0.0%

SHOP Shopify Inc 3.4%

Value $10.86M Shares 73,053 Est. Cost $135.57 Unrealized 0.0%

NOW ServiceNow Inc 3.4%

Value $10.63M Shares 11,546 Est. Cost $186.78 Unrealized 0.0%

MU Micron Technology Inc 3.3%

Value $10.58M Shares 63,257 Est. Cost $127.82 Unrealized 0.0%

LRCX Lam Research Corp 3.2%

Value $10.13M Shares 75,636 Est. Cost $105.52 Unrealized 0.0%

MSFT Microsoft Corp 3.1%

Value $9.833M Shares 18,984 Est. Cost $508.71 Unrealized 0.0%

GTLB GitLab Inc 3.0%

Value $9.385M Shares 208,176 Est. Cost $45.75 Unrealized 0.0%

MA Mastercard Inc 2.8%

Value $8.756M Shares 15,394 Est. Cost $573.47 Unrealized 0.0%

UBER Uber Technologies Inc 2.5%

Value $7.849M Shares 80,118 Est. Cost $93.52 Unrealized 0.0%

CVLT Commvault Systems Inc 2.5%

Value $7.813M Shares 41,388 Est. Cost $180.30 Unrealized 0.0%

Z Zillow Group Inc 2.5%

Value $7.801M Shares 101,244 Est. Cost $81.72 Unrealized 0.0%

AXON Axon Enterprise Inc 2.2%

Value $6.818M Shares 9,501 Est. Cost $758.81 Unrealized 0.0%

MTCH Match Group Inc 2.1%

Value $6.784M Shares 192,086 Est. Cost $35.47 Unrealized 0.0%

NKE Nike Inc 1.9%

Value $6.046M Shares 86,700 Est. Cost $73.79 Unrealized 0.0%

IOT Samsara Inc 1.8%

Value $5.651M Shares 151,692 Est. Cost $37.14 Unrealized 0.0%

ASML ASML Holding NV 1.3%

Value $4.161M Shares 4,298 Est. Cost $968.09 Unrealized —

BN Brookfield Corp 1.1%

Value $3.503M Shares 51,086 Est. Cost $44.20 Unrealized 0.0%

SONY Sony Group Corp 0.9%

Value $2.984M Shares 103,663 Est. Cost $28.79 Unrealized —

MNDY monday.com Ltd 0.9%

Value $2.939M Shares 15,176 Est. Cost $230.24 Unrealized 0.0%

SAP SAP SE 0.9%

Value $2.896M Shares 10,839 Est. Cost $267.21 Unrealized —

RACE Ferrari NV 0.7%

Value $2.346M Shares 4,834 Est. Cost $479.13 Unrealized 0.0%

NVO Novo Nordisk A/S 0.7%

Value $2.253M Shares 40,604 Est. Cost $55.49 Unrealized —

INDA iShares Trust - iShares MSCI India ETF 0.0%

Value $26,863 Shares 516 Est. Cost $52.06 Unrealized —

FWONK Liberty Media Corp 0.0%

Value $5,745 Shares 55 Est. Cost $104.45 Unrealized —

EWJ iShares, Inc - iShares MSCI Japan ETF 0.0%

Value $4,813 Shares 60 Est. Cost $80.22 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HOOD	Robinhood Markets Inc	153,375	$21.96M	6.9%	$109.05	0.0%	Class A	770700102
TSM	Taiwan Semiconductor Manufacturing Co Ltd	69,721	$19.47M	6.2%	$279.29	—	ADR	874039100
SE	Sea Ltd	105,974	$18.94M	6.0%	$178.73	—	ADR	81141R100
AMZN	Amazon.com Inc	64,539	$14.17M	4.5%	$226.35	0.0%	Common Stock	023135106
NVDA	NVIDIA Corp	75,793	$14.14M	4.5%	$174.29	0.0%	Common Stock	67066G104
NU	Nu Holdings Ltd	882,950	$14.14M	4.5%	$13.95	0.0%	Class A	G6683N103
INTU	Intuit Inc	19,368	$13.23M	4.2%	$719.44	0.0%	Common Stock	461202103
MELI	MercadoLibre Inc	5,538	$12.94M	4.1%	$2400.46	0.0%	Common Stock	58733R102
NFLX	Netflix Inc	10,430	$12.5M	4.0%	$122.05	0.0%	Common Stock	64110L106
XYZ	Block Inc	166,505	$12.03M	3.8%	$74.85	0.0%	Class A	852234103
CCJ	Cameco Corp	141,605	$11.87M	3.8%	$77.39	0.0%	Common Stock	13321L108
TJX	TJX Companies Inc	75,751	$10.95M	3.5%	$132.28	0.0%	Common Stock	872540109
SHOP	Shopify Inc	73,053	$10.86M	3.4%	$135.57	0.0%	Class A	82509L107
NOW	ServiceNow Inc	11,546	$10.63M	3.4%	$186.78	0.0%	Common Stock	81762P102
MU	Micron Technology Inc	63,257	$10.58M	3.3%	$127.82	0.0%	Common Stock	595112103
LRCX	Lam Research Corp	75,636	$10.13M	3.2%	$105.52	0.0%	Common Stock	512807306
MSFT	Microsoft Corp	18,984	$9.833M	3.1%	$508.71	0.0%	Common Stock	594918104
GTLB	GitLab Inc	208,176	$9.385M	3.0%	$45.75	0.0%	Class A	37637K108
MA	Mastercard Inc	15,394	$8.756M	2.8%	$573.47	0.0%	Class A	57636Q104
UBER	Uber Technologies Inc	80,118	$7.849M	2.5%	$93.52	0.0%	Common Stock	90353T100
CVLT	Commvault Systems Inc	41,388	$7.813M	2.5%	$180.30	0.0%	Common Stock	204166102
Z	Zillow Group Inc	101,244	$7.801M	2.5%	$81.72	0.0%	Class C	98954M200
AXON	Axon Enterprise Inc	9,501	$6.818M	2.2%	$758.81	0.0%	Common Stock	05464C101
MTCH	Match Group Inc	192,086	$6.784M	2.1%	$35.47	0.0%	Common Stock	57667L107
NKE	Nike Inc	86,700	$6.046M	1.9%	$73.79	0.0%	Class B	654106103
IOT	Samsara Inc	151,692	$5.651M	1.8%	$37.14	0.0%	Class A	79589L106
ASML	ASML Holding NV	4,298	$4.161M	1.3%	$968.09	—	ADR	N07059210
BN	Brookfield Corp	51,086	$3.503M	1.1%	$44.20	0.0%	Class A	11271J107
SONY	Sony Group Corp	103,663	$2.984M	0.9%	$28.79	—	ADR	835699307
MNDY	monday.com Ltd	15,176	$2.939M	0.9%	$230.24	0.0%	Common Stock	M7S64H106
SAP	SAP SE	10,839	$2.896M	0.9%	$267.21	—	ADR	803054204
RACE	Ferrari NV	4,834	$2.346M	0.7%	$479.13	0.0%	Common Stock	N3167Y103
NVO	Novo Nordisk A/S	40,604	$2.253M	0.7%	$55.49	—	ADR	670100205
INDA	iShares Trust - iShares MSCI India ETF	516	$26,863	0.0%	$52.06	—	Exchange Traded Fund	46429B598
FWONK	Liberty Media Corp	55	$5,745	0.0%	$104.45	—	Series B	531229755
EWJ	iShares, Inc - iShares MSCI Japan ETF	60	$4,813	0.0%	$80.22	—	Exchange Traded Fund	46434G822