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
+19.99%
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
$856M
AUM Growth
+$178M
Cap. Flow
+$77.4M
Cap. Flow %
9.03%
Top 10 Hldgs %
30.95%
Holding
140
New
35
Increased
24
Reduced
8
Closed
27

Top Buys

Rank Stock Value
1
BFT
Foley Trasimene Acquisition Corp. II
BFT
+$17.8M
2
AI icon
C3.ai
AI
+$16.1M
3
MOTV.U
Motive Capital Corp Units, each consisting of one Class A ordinary share, and one-third of one redee
MOTV.U
+$8.96M
4
HCARU
Healthcare Services Acquisition Corporation Unit
HCARU
+$8.87M
5
AAPL icon
Apple
AAPL
+$8.42M

Top Sells

Rank Stock Value
1
GDRX icon
GoodRx Holdings
GDRX
+$11.1M
2
CTEV
Claritev Corp
CTEV
+$9.62M
3
CYRX icon
CryoPort
CYRX
+$9.48M
4
ADV icon
Advantage Solutions
ADV
+$9.2M
5
MSFT icon
Microsoft
MSFT
+$8.39M

Sector Composition

Rank Sector Weight
1 Technology 30.88%
2 Industrials 19.6%
3 Financials 13.13%
4 Consumer Discretionary 8.19%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
26
T-Mobile US
TMUS
$196B
$11.1M 1.3%
82,651
– –
DAY
27
DELISTED
Dayforce
DAY
$10.9M 1.27%
102,200
-1,904
-2% -$180K
BAC icon
28
CALL
Bank of America
BAC
$431B
$10.6M 1.24%
350,000
– –
GPN icon
29
Global Payments
GPN
$24.7B
$10.3M 1.2%
47,616
+15,270
+47% +$2.85M
RTX icon
30
RTX Corp
RTX
$283B
$10.1M 1.18%
141,000
+69,000
+96% +$4.54M
IQV icon
31
IQVIA
IQV
$42.8B
$9.91M 1.16%
55,325
+14,000
+34% +$2.36M
CANO
32
DELISTED
Cano Health, Inc.
CANO
$9.39M 1.1%
7,000
+2,500
+56% +$2.86M
AAPL icon
33
Apple
AAPL
$4.51T
$9.29M 1.08%
+70,000
New +$8.42M
USFD icon
34
US Foods
USFD
$23.7B
$9.16M 1.07%
275,000
– –
MOTV.U
35
DELISTED
Motive Capital Corp Units, each consisting of one Class A ordinary share, and one-third of one redee
MOTV.U
$9.11M 1.06%
+864,513
New +$8.96M
HCARU
36
DELISTED
Healthcare Services Acquisition Corporation Unit
HCARU
$8.84M 1.03%
+865,000
New +$8.87M
NKE icon
37
Nike
NKE
$60.5B
$8.49M 0.99%
60,000
– –
TEAM icon
38
Atlassian
TEAM
$43.5B
$8.42M 0.98%
36,000
– –
NVDA icon
39
NVIDIA
NVDA
$5.2T
$8.36M 0.98%
640,000
– –
SCOAU
40
DELISTED
ScION Tech Growth I Unit
SCOAU
$8.26M 0.96%
+800,000
New +$8.24M
ETAC
41
DELISTED
E.Merge Technology Acquisition Corp. Class A Common Stock
ETAC
$8.18M 0.96%
799,998
– –
COUP
42
DELISTED
Coupa Software Incorporated
COUP
$8.13M 0.95%
24,000
+8,000
+50% +$2.47M
IPOD.U
43
DELISTED
Social Capital Hedosophia Holdings Corp. IV Units, each consisting of one Class A ordinary share and one-fourth of one redeemable warrant
IPOD.U
$7.91M 0.92%
+540,600
New +$6.46M
HYFM icon
44
Hydrofarm Holdings
HYFM
$4.92M
$7.89M 0.92%
+15,000
New +$7.85M
VRT.WS
45
DELISTED
Vertiv Holdings Co Warrants, each whole warrant exercisable for one share of Class A Common Stock at
VRT.WS
$7.48M 0.87%
1,025,000
-125,000
-11% -$900K
RBOT
46
DELISTED
Vicarious Surgical
RBOT
$7.45M 0.87%
24,433
+11,100
+83% +$3.26M
AYX
47
DELISTED
Alteryx Inc
AYX
$7.36M 0.86%
60,455
– –
NUAN
48
DELISTED
Nuance Communications, Inc.
NUAN
$6.89M 0.8%
+156,265
New +$5.92M
LUV icon
49
Southwest Airlines
LUV
$19.8B
$6.77M 0.79%
145,216
+6,476
+5% +$281K
CIR
50
DELISTED
CIRCOR International, Inc
CIR
$6.48M 0.76%
168,672
+15,349
+10% +$508K
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 Q4 2020 Portfolio in Review

As of Q4 2020, Nehal Chopra held 140 positions worth $856M, up 26% from $678M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Nehal Chopra deployed $77.4M of net new capital in Q4 2020, opening 35 new positions and adding to 24 existing holdings. Its largest new stake was Foley Trasimene Acquisition Corp. II: 1,559,998 shares worth $23.6M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 30% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $8.39M trimmed.

  • Nehal Chopra's largest Q4 2020 buy was Foley Trasimene Acquisition Corp. II: 1,559,998 shares worth $23.6M.
  • Nehal Chopra added most to Foley Trasimene Acquisition Corp. in Q4 2020, an estimated $6.64M increase.
  • Nehal Chopra's biggest Q4 2020 reduction was Microsoft, cutting an estimated $8.39M.
  • Nehal Chopra fully exited GoodRx Holdings in Q4 2020, selling an estimated $11.1M.
  • Nehal Chopra's ten largest holdings make up 31% of its $856M portfolio in Q4 2020.
  • Nehal Chopra opened 35 new positions and closed 27 in Q4 2020.
  • Nehal Chopra's portfolio value rose 26% quarter-over-quarter to $856M.

Based on Ratan Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.