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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
+15.01%
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
$678M
AUM Growth
+$379M
Cap. Flow
+$329M
Cap. Flow %
48.59%
Top 10 Hldgs %
34.23%
Holding
114
New
72
Increased
7
Reduced
6
Closed
9

Top Buys

Rank Stock Value
1
SST icon
System1
SST
+$28.3M
2
WPF
Foley Trasimene Acquisition Corp.
WPF
+$27.7M
3
CHPM
CHP Merger Corp. Class A Common Stock
CHPM
+$24.1M
4
IAU icon
iShares Gold Trust
IAU
+$19.1M
5
LCID icon
Lucid Motors
LCID
+$14.7M

Top Sells

Rank Stock Value
1
TREB.U
Trebia Acquisition Corp. Units, each consisting of one Class A Ordinary Share, and one-third of one
TREB.U
+$7.84M
2
CPAAU
Conyers Park II Acquisition Corp. Unit
CPAAU
+$7.27M
3
LVOX
LiveVox Holding, Inc. Class A Common Stock
LVOX
+$5.08M
4
MA icon
Mastercard
MA
+$3.25M
5
VIAV icon
Viavi Solutions
VIAV
+$2.42M

Sector Composition

Rank Sector Weight
1 Technology 30.45%
2 Industrials 19.32%
3 Healthcare 11.59%
4 Consumer Discretionary 10.4%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
51
Comcast
CMCSA
$95.3B
$4.63M 0.68%
+100,000
New +$4.35M
COUP
52
DELISTED
Coupa Software Incorporated
COUP
$4.39M 0.65%
+16,000
New +$4.67M
PLNT icon
53
Planet Fitness
PLNT
$4.09B
$4.23M 0.62%
68,614
-15,000
-18% -$862K
CIR
54
DELISTED
CIRCOR International, Inc
CIR
$4.19M 0.62%
153,323
+67,221
+78% +$1.87M
RTX icon
55
RTX Corp
RTX
$283B
$4.14M 0.61%
+72,000
New +$4.38M
JPM icon
56
JPMorgan Chase
JPM
$935B
$4.13M 0.61%
+42,848
New +$4.21M
CLOV icon
57
Clover Health Investments
CLOV
$2.2B
$3.94M 0.58%
+316,000
New +$3.5M
RBOT
58
DELISTED
Vicarious Surgical
RBOT
$3.91M 0.58%
+13,333
New +$3.92M
OPEN icon
59
Opendoor
OPEN
$3.43B
$3.58M 0.53%
+194,884
New +$2.33M
CHPT icon
60
ChargePoint
CHPT
$162M
$3.28M 0.48%
+10,525
New +$2.29M
VACQU
61
DELISTED
Vector Acquisition Corporation Unit
VACQU
$3.04M 0.45%
+300,000
New +$3.03M
RLAY icon
62
Relay Therapeutics
RLAY
$4.26B
$2.98M 0.44%
+70,000
New +$2.67M
AMD icon
63
Advanced Micro Devices
AMD
$773B
$2.95M 0.44%
+36,000
New +$2.67M
SNOW icon
64
Snowflake
SNOW
$115B
$2.76M 0.41%
+11,000
New +$2.62M
NFLX icon
65
Netflix
NFLX
$331B
$2.5M 0.37%
50,000
– –
CRWD icon
66
CrowdStrike
CRWD
$195B
$2.47M 0.36%
72,000
– –
BLUE
67
DELISTED
bluebird bio
BLUE
$2.32M 0.34%
+3,320
New +$2.59M
CCXX.WS
68
DELISTED
Churchill Capital Corp III Warrants, each exercisable for one share of Class A common stock at an ex
CCXX.WS
$2.21M 0.33%
+1,103,932
New +$2.36M
ASH icon
69
Ashland
ASH
$3.33B
$2.13M 0.31%
+30,000
New +$2.22M
SIX
70
DELISTED
Six Flags Entertainment Corp.
SIX
$2.03M 0.3%
+100,000
New +$2.06M
IBN icon
71
ICICI Bank
IBN
$107B
$1.97M 0.29%
200,000
– –
GBT
72
DELISTED
Global Blood Therapeutics, Inc.
GBT
$1.93M 0.28%
+35,000
New +$2.22M
TREB.WS
73
DELISTED
Trebia Acquisition Corp. Warrants, each whole warrant exercisable for one Class A Ordinary Share at
TREB.WS
$1.82M 0.27%
+1,211,166
New +$1.83M
KCAC.WS
74
DELISTED
Kensington Capital Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class
KCAC.WS
$1.59M 0.23%
+353,850
New +$1.27M
WPF.WS
75
DELISTED
Foley Trasimene Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A
WPF.WS
$1.35M 0.2%
+598,944
New +$1.27M
1 2
3
4 5

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Nehal Chopra's Q3 2020 Portfolio in Review

As of Q3 2020, Nehal Chopra held 114 positions worth $678M, up 127% from $299M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Nehal Chopra deployed $329M of net new capital in Q3 2020, opening 72 new positions and adding to 7 existing holdings. Its largest new stake was System1: 278,350 shares worth $28.3M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 51% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Mastercard, an estimated $3.25M trimmed.

  • Nehal Chopra's largest Q3 2020 buy was System1: 278,350 shares worth $28.3M.
  • Nehal Chopra added most to Meta Platforms (Facebook) in Q3 2020, an estimated $8.25M increase.
  • Nehal Chopra's biggest Q3 2020 reduction was Mastercard, cutting an estimated $3.25M.
  • Nehal Chopra fully exited Trebia Acquisition Corp. Units, each consisting of one Class A Ordinary Share, and one-third of one in Q3 2020, selling an estimated $7.84M.
  • Nehal Chopra's ten largest holdings make up 34% of its $678M portfolio in Q3 2020.
  • Nehal Chopra opened 72 new positions and closed 9 in Q3 2020.
  • Nehal Chopra's portfolio value rose 127% quarter-over-quarter to $678M.

Based on Ratan Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.