RAM Investment Partners, LLC
SEC Form 13F institutional filer · CIK 0001989672
13F-HR · 60 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
74.7%
RAM Investment Partners, LLC — $127M AUM allocation strategy
RAM Investment Partners, LLC files SEC Form 13F and reports $127M of long US equity value across 60 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 49.9%, followed by Consumer Discretionary 9.4% and Communication Services 8.1%.
The top 10 holdings account for 75% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
RAM Investment Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$127M
total across 60 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
75% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +10.4K sh · +$1.37M+$MSFT +7.86K sh · −$9.2M+$IVV +4.04K sh · +$2.6M
Biggest trims (shares)
−$NKE −1.83K sh · −$237K−$GOOG −1.29K sh · −$562K−$AAPL −960 sh · −$577K
Exited to nil (held last quarter, gone now)
$CTAS ($156K last qtr)$ADP ($151K last qtr)$GE ($65.9K last qtr)$IBM ($53K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software33.4%—
- Semiconductors8.5%—
- Interactive Media & Services8.1%—
- Broadline Retail8.0%—
- Consumer Staples Merchandise Retail6.0%—
- Technology Hardware, Storage & Peripherals3.5%—
- Application Software2.7%—
- Semiconductor Materials & Equipment1.8%—
- Other holdings28.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 115K | $42.4M | +7.86K | 33.4% |
| $AMZN | Amazon.com Inc | 49.1K | $10.2M | +629 | 8.0% |
| $NVDA | NVIDIA Corporation | 47.5K | $8.29M | +10.4K | 6.5% |
| $COST | Costco Wholesale Corporation | 7.65K | $7.62M | -375 | 6.0% |
| $GOOGL | Alphabet Inc | 22.2K | $6.38M | +1.51K | 5.0% |
| $AAPL | Apple Inc | 17.5K | $4.44M | -960 | 3.5% |
| $ORCL | Oracle Corporation | 22.9K | $3.38M | +578 | 2.7% |
| $AVGO | Broadcom Inc | 8.2K | $2.54M | -727 | 2.0% |
…and 52 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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