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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
+19.99%
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
$856M
AUM Growth
+$178M
Cap. Flow
+$77.4M
Cap. Flow %
9.03%
Top 10 Hldgs %
30.95%
Holding
140
New
35
Increased
24
Reduced
8
Closed
27

Top Buys

Rank Stock Value
1
BFT
Foley Trasimene Acquisition Corp. II
BFT
+$17.8M
2
AI icon
C3.ai
AI
+$16.1M
3
MOTV.U
Motive Capital Corp Units, each consisting of one Class A ordinary share, and one-third of one redee
MOTV.U
+$8.96M
4
HCARU
Healthcare Services Acquisition Corporation Unit
HCARU
+$8.87M
5
AAPL icon
Apple
AAPL
+$8.42M

Top Sells

Rank Stock Value
1
GDRX icon
GoodRx Holdings
GDRX
+$11.1M
2
CTEV
Claritev Corp
CTEV
+$9.62M
3
CYRX icon
CryoPort
CYRX
+$9.48M
4
ADV icon
Advantage Solutions
ADV
+$9.2M
5
MSFT icon
Microsoft
MSFT
+$8.39M

Sector Composition

Rank Sector Weight
1 Technology 30.88%
2 Industrials 19.6%
3 Financials 13.13%
4 Consumer Discretionary 8.19%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKTW icon
51
MarketWise
MKTW
$50.6M
$6.16M 0.72%
+30,000
New +$5.96M
TMO icon
52
Thermo Fisher Scientific
TMO
$233B
$5.96M 0.7%
12,800
– –
ORGN
53
DELISTED
Origin Materials
ORGN
$5.89M 0.69%
18,470
– –
BBWI icon
54
Bath & Body Works
BBWI
$3.92B
$5.58M 0.65%
185,550
– –
JPM icon
55
JPMorgan Chase
JPM
$935B
$5.45M 0.64%
42,848
– –
PDD icon
56
Pinduoduo
PDD
$126B
$5.33M 0.62%
+30,000
New +$3.59M
PLNT icon
57
Planet Fitness
PLNT
$4.09B
$5.33M 0.62%
68,614
– –
MIR icon
58
Mirion Technologies
MIR
$3.69B
$5.31M 0.62%
487,529
-100
-0% -$1.03K
CMCSA icon
59
Comcast
CMCSA
$95.3B
$5.24M 0.61%
100,000
– –
CRHC
60
DELISTED
Cohn Robbins Holdings Corp.
CRHC
$5.21M 0.61%
+500,452
New +$4.99M
SPFR.U
61
DELISTED
JAWS Spitfire Acquisition Corp Units, each consisting of one Class A ordinary share, and one-fourth
SPFR.U
$4.55M 0.53%
+411,700
New +$4.45M
BFT.WS
62
DELISTED
Foley Trasimene Acquisition Corp. II Warrants, each whole warrant exercisable for one share of Class
BFT.WS
$4.46M 0.52%
+972,392
New +$2.06M
KPLT icon
63
Katapult Holdings
KPLT
$484M
$3.99M 0.47%
12,776
+8,776
+219% +$2.31M
JIH
64
DELISTED
Juniper Industrial Holdings, Inc.
JIH
$3.95M 0.46%
368,500
+269,180
+271% +$2.78M
CRWD icon
65
CrowdStrike
CRWD
$195B
$3.81M 0.45%
72,000
– –
CGRO
66
DELISTED
Collective Growth Corporation Class A Common Stock
CGRO
$3.8M 0.44%
+265,880
New +$2.9M
BABA icon
67
Alibaba
BABA
$286B
$3.73M 0.44%
16,012
-26,204
-62% -$7.28M
CLOV icon
68
Clover Health Investments
CLOV
$2.2B
$3.55M 0.42%
211,900
-104,100
-33% -$1.16M
SIX
69
DELISTED
Six Flags Entertainment Corp.
SIX
$3.41M 0.4%
100,000
– –
AMD icon
70
Advanced Micro Devices
AMD
$773B
$3.3M 0.39%
36,000
– –
SNOW icon
71
Snowflake
SNOW
$115B
$3.1M 0.36%
11,000
– –
RKLB icon
72
Rocket Lab Corp
RKLB
$46.4B
$3.03M 0.35%
+300,000
New +$3.06M
IBN icon
73
ICICI Bank
IBN
$107B
$2.97M 0.35%
200,000
– –
RLAY icon
74
Relay Therapeutics
RLAY
$4.26B
$2.91M 0.34%
70,000
– –
THBR
75
DELISTED
Thunder Bridge Acquisition II, Ltd. Class A Ordinary Shares
THBR
$2.85M 0.33%
+215,275
New +$2.27M
1 2
3
4 5

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Nehal Chopra's Q4 2020 Portfolio in Review

As of Q4 2020, Nehal Chopra held 140 positions worth $856M, up 26% from $678M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Nehal Chopra deployed $77.4M of net new capital in Q4 2020, opening 35 new positions and adding to 24 existing holdings. Its largest new stake was Foley Trasimene Acquisition Corp. II: 1,559,998 shares worth $23.6M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 30% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $8.39M trimmed.

  • Nehal Chopra's largest Q4 2020 buy was Foley Trasimene Acquisition Corp. II: 1,559,998 shares worth $23.6M.
  • Nehal Chopra added most to Foley Trasimene Acquisition Corp. in Q4 2020, an estimated $6.64M increase.
  • Nehal Chopra's biggest Q4 2020 reduction was Microsoft, cutting an estimated $8.39M.
  • Nehal Chopra fully exited GoodRx Holdings in Q4 2020, selling an estimated $11.1M.
  • Nehal Chopra's ten largest holdings make up 31% of its $856M portfolio in Q4 2020.
  • Nehal Chopra opened 35 new positions and closed 27 in Q4 2020.
  • Nehal Chopra's portfolio value rose 26% quarter-over-quarter to $856M.

Based on Ratan Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.