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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
+26.89%
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
$37.6M
AUM Growth
-$106M
Cap. Flow
-$117M
Cap. Flow %
-309.85%
Top 10 Hldgs %
83.97%
Holding
32
New
3
Increased
–
Reduced
8
Closed
10

Top Buys

Rank Stock Value
1
TTWO icon
Take-Two Interactive
TTWO
+$1.34M
2
NVDA icon
NVIDIA
NVDA
+$649K

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$43.7M
2
MSFT icon
Microsoft
MSFT
+$7.4M
3
AMZN icon
Amazon
AMZN
+$7.29M
4
FOUR icon
Shift4
FOUR
+$7.08M
5
PYPL icon
PayPal
PYPL
+$5.57M

Sector Composition

Rank Sector Weight
1 Industrials 25.47%
2 Communication Services 24.64%
3 Consumer Discretionary 17.71%
4 Technology 15.05%
5 Healthcare 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
26
Walt Disney
DIS
$186B
– –
-30,000
Closed -$2.61M
EWZ icon
27
iShares MSCI Brazil ETF
EWZ
$8.52B
– –
-20,000
Closed -$559K
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.22T
– –
-21,000
Closed -$1.85M
PYPL icon
29
PayPal
PYPL
$52.7B
– –
-78,219
Closed -$5.57M
QQQ icon
30
CALL
Invesco QQQ Trust
QQQ
$486B
– –
-60,000
Closed -$19.2M
QQQ icon
31
Invesco QQQ Trust
QQQ
$486B
– –
-164,067
Closed -$43.7M
SNOW icon
32
Snowflake
SNOW
$115B
– –
-15,001
Closed -$2.15M
1
2

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Nehal Chopra's Q1 2023 Portfolio in Review

As of Q1 2023, Nehal Chopra held 32 positions worth $37.6M, down 74% from $144M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Nehal Chopra withdrew a net $117M in Q1 2023, closing 10 positions and reducing 8 holdings. Its most notable exit was Invesco QQQ Trust, an estimated $43.7M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 25% of assets, up from 12% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Nehal Chopra opened a new position in Take-Two Interactive worth $1.43M.

  • Nehal Chopra's largest Q1 2023 buy was Take-Two Interactive: 12,000 shares worth $1.43M.
  • Nehal Chopra's biggest Q1 2023 reduction was Microsoft, cutting an estimated $7.4M.
  • Nehal Chopra fully exited Invesco QQQ Trust in Q1 2023, selling an estimated $43.7M.
  • Nehal Chopra's ten largest holdings make up 84% of its $37.6M portfolio in Q1 2023.
  • Nehal Chopra opened 3 new positions and closed 10 in Q1 2023.
  • Nehal Chopra's portfolio value fell 74% quarter-over-quarter to $37.6M.

Based on Ratan Capital Management's 13F filing for Q1 2023, filed 15 May 2023.