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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
+6.69%
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
$42.2M
AUM Growth
-$76.8M
Cap. Flow
-$81.7M
Cap. Flow %
-193.66%
Top 10 Hldgs %
86.34%
Holding
32
New
–
Increased
–
Reduced
13
Closed
9

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$25M
2
FOUR icon
Shift4
FOUR
+$9.4M
3
NOW icon
ServiceNow
NOW
+$9.11M
4
AMZN icon
Amazon
AMZN
+$7.14M
5
NVEI
Nuvei Corporation Subordinate Voting Shares
NVEI
+$5.06M

Sector Composition

Rank Sector Weight
1 Industrials 36.2%
2 Technology 20.65%
3 Consumer Discretionary 20.17%
4 Financials 8.43%
5 Healthcare 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
26
Invesco QQQ Trust
QQQ
$486B
– –
-89,281
Closed -$25M
TEAM icon
27
Atlassian
TEAM
$43.5B
– –
-14,000
Closed -$2.62M
DAY
28
DELISTED
Dayforce
DAY
– –
-32,620
Closed -$1.54M
LUCK
29
Lucky Strike Entertainment
LUCK
$927M
– –
-150,542
Closed -$1.59M
XYZ
30
Block Inc
XYZ
$49.4B
– –
-30,970
Closed -$1.9M
ETACW
31
DELISTED
E.Merge Technology Acquisition Corp. Warrant
ETACW
– –
-417,752
Closed -$54K
EJFAW
32
DELISTED
EJF Acquisition Corp. Warrant
EJFAW
– –
-22,463
Closed -$8K
1
2

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Nehal Chopra's Q3 2022 Portfolio in Review

As of Q3 2022, Nehal Chopra held 32 positions worth $42.2M, down 65% from $119M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Nehal Chopra withdrew a net $81.7M in Q3 2022, closing 9 positions and reducing 13 holdings. Its most notable exit was Invesco QQQ Trust, an estimated $25M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 36% of assets, up from 21% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Nehal Chopra's biggest Q3 2022 reduction was Shift4, cutting an estimated $9.4M.
  • Nehal Chopra fully exited Invesco QQQ Trust in Q3 2022, selling an estimated $25M.
  • Nehal Chopra's ten largest holdings make up 86% of its $42.2M portfolio in Q3 2022.
  • Nehal Chopra opened 0 new positions and closed 9 in Q3 2022.
  • Nehal Chopra's portfolio value fell 65% quarter-over-quarter to $42.2M.

Based on Ratan Capital Management's 13F filing for Q3 2022, filed 15 Nov 2022.