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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
-8.93%
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
$144M
AUM Growth
-$511M
Cap. Flow
-$446M
Cap. Flow %
-309.32%
Top 10 Hldgs %
73.27%
Holding
81
New
3
Increased
–
Reduced
25
Closed
41

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$4.9M
2
U icon
Unity
U
+$3.83M
3
BILL icon
BILL Holdings
BILL
+$2.29M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$54.2M
2
RBLX icon
Roblox
RBLX
+$30M
3
MSFT icon
Microsoft
MSFT
+$25M
4
NVDA icon
NVIDIA
NVDA
+$21.8M
5
VRT icon
Vertiv
VRT
+$21M

Sector Composition

Rank Sector Weight
1 Technology 48.79%
2 Industrials 27.35%
3 Consumer Discretionary 9.42%
4 Communication Services 4.24%
5 Healthcare 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
26
T-Mobile US
TMUS
$196B
$642K 0.45%
5,000
-64,567
-93% -$7.69M
EJFA
27
DELISTED
EJF Acquisition Corp. Class A Ordinary Share
EJFA
$613K 0.43%
61,944
-5,445
-8% -$53.9K
NFLX icon
28
Netflix
NFLX
$331B
$599K 0.42%
16,000
-50,000
-76% -$2.08M
RTX icon
29
RTX Corp
RTX
$283B
$495K 0.34%
5,000
– –
CLVT icon
30
Clarivate
CLVT
$1.33B
$467K 0.32%
27,844
-350,773
-93% -$5.81M
PYPL icon
31
PayPal
PYPL
$52.7B
$463K 0.32%
4,000
-60,000
-94% -$7.99M
HDB icon
32
HDFC Bank
HDB
$121B
$399K 0.28%
13,000
– –
RNG icon
33
RingCentral
RNG
$5.6B
$355K 0.25%
3,025
– –
DIS icon
34
Walt Disney
DIS
$186B
$309K 0.21%
2,250
– –
TWLO icon
35
Twilio
TWLO
$34.6B
$247K 0.17%
1,500
-6,037
-80% -$1.1M
EXPE icon
36
Expedia Group
EXPE
$38.6B
$245K 0.17%
1,250
-60,689
-98% -$11.4M
ETACW
37
DELISTED
E.Merge Technology Acquisition Corp. Warrant
ETACW
$71K 0.05%
417,752
– –
PDYNW icon
38
Palladyne AI Corp Warrants
PDYNW
$272K
$22K 0.02%
20,407
-14,593
-42% -$14.8K
EJFAW
39
DELISTED
EJF Acquisition Corp. Warrant
EJFAW
$21K 0.01%
22,463
– –
AUROW
40
Aurora Innovation Warrant
AUROW
$246M
$17K 0.01%
11,494
-1,006
-8% -$1.33K
AAPL icon
41
Apple
AAPL
$4.51T
– –
-80,000
Closed -$14.2M
ALC icon
42
Alcon
ALC
$35.6B
– –
-5,350
Closed -$466K
APP icon
43
Applovin
APP
$102B
– –
-110,000
Closed -$10.4M
AZTA icon
44
Azenta
AZTA
$1.64B
– –
-40,743
Closed -$4.2M
BBWI icon
45
Bath & Body Works
BBWI
$3.92B
– –
-150,000
Closed -$10.5M
BKNG icon
46
Booking.com
BKNG
$158B
– –
-100,000
Closed -$9.6M
DLTR icon
47
Dollar Tree
DLTR
$25.3B
– –
-4,000
Closed -$562K
DOCS icon
48
Doximity
DOCS
$4.51B
– –
-224,476
Closed -$11.3M
JPM icon
49
JPMorgan Chase
JPM
$935B
– –
-4,000
Closed -$633K
MGM icon
50
MGM Resorts International
MGM
$11B
– –
-92,823
Closed -$4.17M
1
2
3 4

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Nehal Chopra's Q1 2022 Portfolio in Review

As of Q1 2022, Nehal Chopra held 81 positions worth $144M, down 78% from $655M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Nehal Chopra withdrew a net $446M in Q1 2022, closing 41 positions and reducing 25 holdings. Its most notable exit was Roblox, an estimated $30M position sold in full.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 30% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Nehal Chopra opened a new position in Invesco QQQ Trust worth $5M.

  • Nehal Chopra's largest Q1 2022 buy was Invesco QQQ Trust: 13,800 shares worth $5M.
  • Nehal Chopra's biggest Q1 2022 reduction was Amazon, cutting an estimated $54.2M.
  • Nehal Chopra fully exited Roblox in Q1 2022, selling an estimated $30M.
  • Nehal Chopra's ten largest holdings make up 73% of its $144M portfolio in Q1 2022.
  • Nehal Chopra opened 3 new positions and closed 41 in Q1 2022.
  • Nehal Chopra's portfolio value fell 78% quarter-over-quarter to $144M.

Based on Ratan Capital Management's 13F filing for Q1 2022, filed 16 May 2022.