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
+15.01%
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
$678M
AUM Growth
+$379M
Cap. Flow
+$329M
Cap. Flow %
48.59%
Top 10 Hldgs %
34.23%
Holding
114
New
72
Increased
7
Reduced
6
Closed
9

Top Buys

Rank Stock Value
1
SST icon
System1
SST
+$28.3M
2
WPF
Foley Trasimene Acquisition Corp.
WPF
+$27.7M
3
CHPM
CHP Merger Corp. Class A Common Stock
CHPM
+$24.1M
4
IAU icon
iShares Gold Trust
IAU
+$19.1M
5
LCID icon
Lucid Motors
LCID
+$14.7M

Top Sells

Rank Stock Value
1
TREB.U
Trebia Acquisition Corp. Units, each consisting of one Class A Ordinary Share, and one-third of one
TREB.U
+$7.84M
2
CPAAU
Conyers Park II Acquisition Corp. Unit
CPAAU
+$7.27M
3
LVOX
LiveVox Holding, Inc. Class A Common Stock
LVOX
+$5.08M
4
MA icon
Mastercard
MA
+$3.25M
5
VIAV icon
Viavi Solutions
VIAV
+$2.42M

Sector Composition

Rank Sector Weight
1 Technology 30.45%
2 Industrials 19.32%
3 Healthcare 11.59%
4 Consumer Discretionary 10.4%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
26
T-Mobile US
TMUS
$196B
$9.45M 1.39%
82,651
+7,651
+10% +$848K
ADV icon
27
Advantage Solutions
ADV
$441M
$9.2M 1.36%
+36,228
New +$9.8M
NVDA icon
28
NVIDIA
NVDA
$5.2T
$8.66M 1.28%
640,000
– –
DAY
29
DELISTED
Dayforce
DAY
$8.6M 1.27%
104,104
– –
BAC icon
30
CALL
Bank of America
BAC
$431B
$8.43M 1.24%
+350,000
New +$8.71M
UBER icon
31
Uber
UBER
$161B
$8.21M 1.21%
225,000
– –
BFT.U
32
DELISTED
Foley Trasimene Acquisition Corp. II Units, each consisting of one share of Class A common stock, an
BFT.U
$8.16M 1.2%
+800,000
New +$8.18M
ETAC
33
DELISTED
E.Merge Technology Acquisition Corp. Class A Common Stock
ETAC
$7.83M 1.15%
+799,998
New +$7.86M
AVPT icon
34
AvePoint
AVPT
$2.83B
$7.57M 1.12%
+714,000
New +$7.43M
NKE icon
35
Nike
NKE
$60.5B
$7.53M 1.11%
60,000
– –
VRT.WS
36
DELISTED
Vertiv Holdings Co Warrants, each whole warrant exercisable for one share of Class A Common Stock at
VRT.WS
$7.45M 1.1%
1,150,000
– –
PYPL icon
37
PayPal
PYPL
$52.7B
$7.29M 1.08%
37,000
+1,000
+3% +$188K
AYX
38
DELISTED
Alteryx Inc
AYX
$6.87M 1.01%
60,455
-14,076
-19% -$1.92M
TEAM icon
39
Atlassian
TEAM
$43.5B
$6.54M 0.97%
36,000
– –
IQV icon
40
IQVIA
IQV
$42.8B
$6.51M 0.96%
41,325
+3,325
+9% +$521K
ACND.U
41
DELISTED
Ascendant Digital Acquisition Corp. Units, each consisting of one Class A ordinary share and one-hal
ACND.U
$6.31M 0.93%
+600,000
New +$6.17M
DIS icon
42
Walt Disney
DIS
$186B
$6.2M 0.92%
+50,000
New +$6.25M
USFD icon
43
US Foods
USFD
$23.7B
$6.11M 0.9%
+275,000
New +$6.19M
GPN icon
44
Global Payments
GPN
$24.7B
$5.74M 0.85%
32,346
– –
TMO icon
45
Thermo Fisher Scientific
TMO
$233B
$5.65M 0.83%
12,800
– –
ORGN
46
DELISTED
Origin Materials
ORGN
$5.51M 0.81%
+18,470
New +$5.51M
MIR icon
47
Mirion Technologies
MIR
$3.69B
$5.25M 0.77%
+487,629
New +$5.06M
LUV icon
48
Southwest Airlines
LUV
$19.8B
$5.2M 0.77%
+138,740
New +$4.93M
BBWI icon
49
Bath & Body Works
BBWI
$3.92B
$4.77M 0.7%
+185,550
New +$3.79M
CANO
50
DELISTED
Cano Health, Inc.
CANO
$4.68M 0.69%
+4,500
New +$4.7M
1
2
3 4 5

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 Q3 2020 Portfolio in Review

As of Q3 2020, Nehal Chopra held 114 positions worth $678M, up 127% from $299M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Nehal Chopra deployed $329M of net new capital in Q3 2020, opening 72 new positions and adding to 7 existing holdings. Its largest new stake was System1: 278,350 shares worth $28.3M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 51% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Mastercard, an estimated $3.25M trimmed.

  • Nehal Chopra's largest Q3 2020 buy was System1: 278,350 shares worth $28.3M.
  • Nehal Chopra added most to Meta Platforms (Facebook) in Q3 2020, an estimated $8.25M increase.
  • Nehal Chopra's biggest Q3 2020 reduction was Mastercard, cutting an estimated $3.25M.
  • Nehal Chopra fully exited Trebia Acquisition Corp. Units, each consisting of one Class A Ordinary Share, and one-third of one in Q3 2020, selling an estimated $7.84M.
  • Nehal Chopra's ten largest holdings make up 34% of its $678M portfolio in Q3 2020.
  • Nehal Chopra opened 72 new positions and closed 9 in Q3 2020.
  • Nehal Chopra's portfolio value rose 127% quarter-over-quarter to $678M.

Based on Ratan Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.