Ravenswood Partners LP 13F 持仓 · 2026年Q2
Ravenswood Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 3.13 亿美元。前几大持仓：MU（8.90%）、NVDA（7.05%）、TSM（6.87%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY ORD | $27.8M | 8.90% | 24,095 | 减持 |
| 2 | NVDA | NVIDIA ORD | $22.1M | 7.05% | 110,220 | 持平 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $21.5M | 6.87% | 44,966 | 减持 |
| 4 | SE | SEA ADS REP CL A ORD | $16.9M | 5.41% | 176,344 | 增持 |
| 5 | HOOD | ROBINHOOD MARKETS CL A ORD | $16.5M | 5.27% | 164,352 | 增持 |
| 6 | AMZN | AMAZON COM ORD | $16.0M | 5.11% | 67,003 | 增持 |
| 7 | GOOGL | ALPHABET CL A ORD | $14.3M | 4.56% | 39,898 | 增持 |
| 8 | AXON | AXON ENTERPRISE ORD | $14.1M | 4.50% | 25,087 | 增持 |
| 9 | LRCX | LAM RESEARCH ORD | $13.3M | 4.26% | 30,741 | 持平 |
| 10 | NU | NU HOLDINGS CL A ORD | $13.0M | 4.15% | 972,044 | 增持 |
| 11 | TJX | TJX ORD | $13.0M | 4.14% | 85,513 | 持平 |
| 12 | XYZ | BLOCK CL A ORD | $12.8M | 4.10% | 168,692 | 持平 |
| 13 | CCJ | CAMECO ORD | $12.0M | 3.84% | 117,796 | 减持 |
| 14 | SHOP | SHOPIFY CL A SUB VTG ORD | $8.4M | 2.70% | 73,803 | 减持 |
| 15 | MELI | MERCADOLIBRE ORD | $8.2M | 2.61% | 4,804 | 减持 |
| 16 | NFLX | NETFLIX ORD | $7.6M | 2.43% | 106,441 | 持平 |
| 17 | WING | WINGSTOP ORD | $7.0M | 2.24% | 40,469 | 增持 |
| 18 | MSFT | MICROSOFT ORD | $6.9M | 2.21% | 18,506 | 减持 |
| 19 | SCHW | CHARLES SCHWAB ORD | $6.8M | 2.16% | 73,282 | 增持 |
| 20 | ASML | ASML HOLDING ADR REP ORD | $6.6M | 2.11% | 3,321 | 减持 |
| 21 | NOW | SERVICENOW ORD | $5.8M | 1.84% | 58,085 | 持平 |
| 22 | META | META PLATFORMS CL A ORD | $4.9M | 1.57% | 8,712 | 持平 |
| 23 | INTU | INTUIT ORD | $4.6M | 1.46% | 17,492 | 持平 |
| 24 | MDLN | MEDLINE CL A ORD | $4.6M | 1.46% | 115,917 | 新建仓 |
| 25 | NKE | NIKE CL B ORD | $4.3M | 1.37% | 104,154 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR