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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
-25.32%
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
$119M
AUM Growth
-$25.2M
Cap. Flow
+$13.1M
Cap. Flow %
11.03%
Top 10 Hldgs %
84.28%
Holding
43
New
3
Increased
5
Reduced
4
Closed
11

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$23.4M
2
AMZN icon
Amazon
AMZN
+$6.26M
3
NOW icon
ServiceNow
NOW
+$5.72M
4
PYPL icon
PayPal
PYPL
+$3.38M
5
FOUR icon
Shift4
FOUR
+$3.03M

Top Sells

Rank Stock Value
1
MDB icon
MongoDB
MDB
+$10.3M
2
CTAS icon
Cintas
CTAS
+$5.19M
3
U icon
Unity
U
+$3.67M
4
BILL icon
BILL Holdings
BILL
+$2.49M
5
DDOG icon
Datadog
DDOG
+$2.49M

Sector Composition

Rank Sector Weight
1 Technology 34.89%
2 Industrials 20.97%
3 Consumer Discretionary 13.11%
4 Financials 3.62%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLVT icon
26
Clarivate
CLVT
$1.33B
$386K 0.32%
27,844
– –
HDB icon
27
HDFC Bank
HDB
$121B
$357K 0.3%
13,000
– –
DIS icon
28
Walt Disney
DIS
$186B
$212K 0.18%
2,250
– –
ETACW
29
DELISTED
E.Merge Technology Acquisition Corp. Warrant
ETACW
$54K 0.05%
417,752
– –
PDYNW icon
30
Palladyne AI Corp Warrants
PDYNW
$272K
$11K 0.01%
20,407
– –
EJFAW
31
DELISTED
EJF Acquisition Corp. Warrant
EJFAW
$8K 0.01%
22,463
– –
AUROW
32
Aurora Innovation Warrant
AUROW
$246M
$5K ﹤0.01%
11,494
– –
BILL icon
33
BILL Holdings
BILL
$4.76B
– –
-10,983
Closed -$2.49M
CTAS icon
34
Cintas
CTAS
$81.6B
– –
-48,800
Closed -$5.19M
EXPE icon
35
Expedia Group
EXPE
$38.6B
– –
-1,250
Closed -$245K
MDB icon
36
MongoDB
MDB
$34.7B
– –
-23,167
Closed -$10.3M
NFLX icon
37
Netflix
NFLX
$331B
– –
-16,000
Closed -$599K
NVDA icon
38
NVIDIA
NVDA
$5.2T
– –
-50,000
Closed -$1.36M
RNG icon
39
RingCentral
RNG
$5.6B
– –
-3,025
Closed -$355K
TWLO icon
40
Twilio
TWLO
$34.6B
– –
-1,500
Closed -$247K
U icon
41
Unity
U
$20.7B
– –
-37,000
Closed -$3.67M
EJFA
42
DELISTED
EJF Acquisition Corp. Class A Ordinary Share
EJFA
– –
-61,944
Closed -$613K
BOWL.WS
43
DELISTED
Bowlero Corp. Warrants, each whole warrant exercisable for one share of Class A Common Stock at an e
BOWL.WS
– –
-712,746
Closed -$2M
1
2

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Nehal Chopra's Q2 2022 Portfolio in Review

As of Q2 2022, Nehal Chopra held 43 positions worth $119M, down 18% from $144M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Nehal Chopra deployed $13.1M of net new capital in Q2 2022, opening 3 new positions and adding to 5 existing holdings. Its largest new stake was Block Inc: 30,970 shares worth $1.9M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 49% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was Datadog, an estimated $2.49M trimmed.

  • Nehal Chopra's largest Q2 2022 buy was Block Inc: 30,970 shares worth $1.9M.
  • Nehal Chopra added most to Invesco QQQ Trust in Q2 2022, an estimated $23.4M increase.
  • Nehal Chopra's biggest Q2 2022 reduction was Datadog, cutting an estimated $2.49M.
  • Nehal Chopra fully exited MongoDB in Q2 2022, selling an estimated $10.3M.
  • Nehal Chopra's ten largest holdings make up 84% of its $119M portfolio in Q2 2022.
  • Nehal Chopra opened 3 new positions and closed 11 in Q2 2022.
  • Nehal Chopra's portfolio value fell 18% quarter-over-quarter to $119M.

Based on Ratan Capital Management's 13F filing for Q2 2022, filed 16 Aug 2022.