Portfolio (Quarterly) Guide ↗

Ravenswood Partners LP

· CIK 0002015178

13F Portfolio $313M AUM 36 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 7 Added 10 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MA	MASTERCARD CL A ORD	Financial Services	21,095	$10.5M	3.89%	SOLD
2	UBER	UBER TECHNOLOGIES ORD	Technology	79,841	$5.7M	2.12%	SOLD
3	IOT	SAMSARA CL A ORD	Technology	151,184	$4.8M	1.77%	SOLD
4	CVLT	COMMVAULT SYSTEMS ORD	Technology	41,245	$3.2M	1.19%	SOLD
5	RACE	FERRARI ORD	Consumer Cyclical	5,192	$1.8M	0.65%	SOLD
6	—	LIBERTY MEDIA FORMULA ONE SRS C ORD	—	55	$5K	0.00%	SOLD

Sector Allocation

Technology 40.9%

Consumer Cyclical 22.1%

Financial Services 13.0%

Communication Services 10.9%

Industrials 7.5%

Energy 4.1%

Healthcare 1.6%