We are live on ! Find out more
NC

Nehal Chopra Ratan Capital Management

AUM $310M
1-Year Est. Return 137%
 

Nehal Chopra is the founder of Ratan Capital Management, a concentrated investment firm whose public portfolio is followed for high-conviction equity ideas. The firm’s filings often show a focused set of positions rather than a broad index-like book. Investors track Ratan as an example of a smaller, research-driven manager with differentiated stock selection.

This Fund
S&P 500
This Quarter Est. Return
+17.06%
1 Year Est. Return
+137%
3 Year Est. Return
+616.47%
5 Year Est. Return
+765.59%
10 Year Est. Return
+8,354.57%
AUM
$201M
AUM Growth
–
Cap. Flow
+$187M
Cap. Flow %
93.07%
Top 10 Hldgs %
69.67%
Holding
29
New
29
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BHC icon
Bausch Health
BHC
+$34.5M
2
CIR
CIRCOR International, Inc
CIR
+$15.9M
3
CHTR icon
Charter Communications
CHTR
+$13.5M
4
POST icon
Post Holdings
POST
+$12.2M
5
SBGI icon
Sinclair Inc
SBGI
+$10.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 22.94%
2 Healthcare 21.37%
3 Consumer Discretionary 18.88%
4 Financials 11.73%
5 Consumer Staples 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COTY icon
26
Coty
COTY
$2.41B
$86K 0.04%
+5,000
New +$85.5K
DATA
27
DELISTED
Tableau Software, Inc.
DATA
$28K 0.01%
+500
New +$26.8K
CBB
28
DELISTED
Cincinnati Bell Inc.
CBB
$17K 0.01%
+1,080
New +$18.2K
DLR icon
29
CALL
Digital Realty Trust
DLR
$70.5B
$15K 0.01%
+1,500
New +$97.9K
1
2

Similar funds

TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
OCM
Outlook Capital Management Arlington Heights, Illinois $310M AUM
ORAM
One River Asset Management Stamford, Connecticut $310M AUM 5.17% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
OFCM
One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
DI
Disciplined Investments Tulsa, Oklahoma $310M AUM 22.84% 1-Year Est. Return

Nehal Chopra's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Nehal Chopra, which disclosed 29 positions worth $201M. Its ten largest holdings account for 70% of the portfolio.

Its largest position is Bausch Health: 437,383 shares worth $37.6M.

By sector, the portfolio is most concentrated in Communication Services at 23% of assets, followed by Healthcare and Consumer Discretionary.

  • Nehal Chopra's largest Q2 2013 buy was Bausch Health: 437,383 shares worth $37.6M.
  • Nehal Chopra's ten largest holdings make up 70% of its $201M portfolio in Q2 2013.
  • Nehal Chopra disclosed 29 positions in Q2 2013, its first 13F filing on record.

Based on Ratan Capital Management's 13F filing for Q2 2013, filed 14 Aug 2013.