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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
+23.88%
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
$153M
AUM Growth
+$21.1M
Cap. Flow
-$6.53M
Cap. Flow %
-4.26%
Top 10 Hldgs %
59.4%
Holding
48
New
16
Increased
5
Reduced
15
Closed
6

Top Buys

Rank Stock Value
1
JBI icon
Janus International
JBI
+$5.84M
2
BA icon
Boeing
BA
+$4.64M
3
GS icon
Goldman Sachs
GS
+$4.17M
4
IQV icon
IQVIA
IQV
+$3.7M
5
TEAM icon
Atlassian
TEAM
+$2.57M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$10.7M
2
NVDA icon
NVIDIA
NVDA
+$6.14M
3
FDX icon
FedEx
FDX
+$4.15M
4
ADBE icon
Adobe
ADBE
+$3.26M
5
RGEN icon
Repligen
RGEN
+$2.7M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Industrials 26.49%
3 Healthcare 13.23%
4 Consumer Discretionary 10.65%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$431B
$1.85M 1.21%
+55,000
New +$1.6M
MIR.WS
27
DELISTED
Mirion Technologies, Inc. Redeemable Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
MIR.WS
$1.42M 0.93%
701,820
– –
DLO icon
28
dLocal
DLO
$4.46B
$1.41M 0.92%
79,500
-20,500
-21% -$367K
MA icon
29
Mastercard
MA
$509B
$1.32M 0.86%
3,100
– –
Z icon
30
Zillow
Z
$8.07B
$1.27M 0.83%
+22,000
New +$970K
MTSI icon
31
MACOM Technology Solutions
MTSI
$20.4B
$1.07M 0.7%
11,513
-6,623
-37% -$545K
EYPT icon
32
EyePoint Inc
EYPT
$459M
$1.04M 0.68%
+45,000
New +$503K
BECN
33
DELISTED
Beacon Roofing Supply, Inc.
BECN
$957K 0.62%
+11,000
New +$862K
JELD icon
34
JELD-WEN Holding
JELD
$200M
$944K 0.62%
+50,000
New +$743K
BLD
35
DELISTED
TopBuild
BLD
$936K 0.61%
+2,500
New +$716K
RBLX icon
36
Roblox
RBLX
$27.4B
$914K 0.6%
+20,000
New +$739K
DOOR
37
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
$847K 0.55%
+10,000
New +$865K
FDX icon
38
FedEx
FDX
$76.9B
$830K 0.54%
3,280
-16,320
-83% -$4.15M
KEYS icon
39
Keysight
KEYS
$53.8B
$581K 0.38%
3,650
– –
HDB icon
40
HDFC Bank
HDB
$121B
$436K 0.28%
13,000
– –
RTX icon
41
RTX Corp
RTX
$283B
$421K 0.27%
5,000
– –
VLTO icon
42
Veralto
VLTO
$24.1B
$153K 0.1%
+1,866
New +$139K
ADBE icon
43
Adobe
ADBE
$109B
– –
-6,400
Closed -$3.26M
AUROW
44
Aurora Innovation Warrant
AUROW
$246M
– –
-11,494
Closed -$4K
DDOG icon
45
Datadog
DDOG
$84.6B
– –
-4,000
Closed -$364K
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.22T
– –
-20,000
Closed -$2.62M
RGEN icon
47
Repligen
RGEN
$10.2B
– –
-17,000
Closed -$2.7M
PDYNW icon
48
Palladyne AI Corp Warrants
PDYNW
$272K
– –
-20,407
Closed -$1K
1
2

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Nehal Chopra's Q4 2023 Portfolio in Review

As of Q4 2023, Nehal Chopra held 48 positions worth $153M, up 16% from $132M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Nehal Chopra withdrew a net $6.53M in Q4 2023, closing 6 positions and reducing 15 holdings. Its most notable exit was Adobe, an estimated $3.26M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 40% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Nehal Chopra opened a new position in Boeing worth $5.66M.

  • Nehal Chopra's largest Q4 2023 buy was Boeing: 21,700 shares worth $5.66M.
  • Nehal Chopra added most to Janus International in Q4 2023, an estimated $5.84M increase.
  • Nehal Chopra's biggest Q4 2023 reduction was Meta Platforms (Facebook), cutting an estimated $10.7M.
  • Nehal Chopra fully exited Adobe in Q4 2023, selling an estimated $3.26M.
  • Nehal Chopra's ten largest holdings make up 59% of its $153M portfolio in Q4 2023.
  • Nehal Chopra opened 16 new positions and closed 6 in Q4 2023.
  • Nehal Chopra's portfolio value rose 16% quarter-over-quarter to $153M.

Based on Ratan Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.