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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
CIIC
76
DELISTED
CIIG Merger Corp. - Class A Common Stock
CIIC
$2.81M 0.33%
+100,000
New +$1.81M
TREB.WS
77
DELISTED
Trebia Acquisition Corp. Warrants, each whole warrant exercisable for one Class A Ordinary Share at
TREB.WS
$2.73M 0.32%
1,311,166
+100,000
+8% +$155K
NFLX icon
78
Netflix
NFLX
$331B
$2.7M 0.32%
50,000
– –
CERT icon
79
Certara
CERT
$1.29B
$2.36M 0.28%
+70,000
New +$2.56M
PH icon
80
Parker-Hannifin
PH
$126B
$2.18M 0.25%
+8,000
New +$1.98M
MAX icon
81
MediaAlpha
MAX
$793M
$1.75M 0.2%
+44,670
New +$1.73M
WPF.WS
82
DELISTED
Foley Trasimene Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A
WPF.WS
$1.51M 0.18%
598,944
– –
IPOE.U
83
DELISTED
Social Capital Hedosophia Holdings Corp. V Units, each consisting of one Class A ordinary share and
IPOE.U
$1.32M 0.15%
+100,000
New +$1.1M
CCXX.WS
84
DELISTED
Churchill Capital Corp III Warrants, each exercisable for one share of Class A common stock at an ex
CCXX.WS
$1.29M 0.15%
861,502
-242,430
-22% -$493K
KPLTW
85
DELISTED
Katapult Holdings Warrant
KPLTW
$1.21M 0.14%
350,000
+300,000
+600% +$456K
PIPP.U
86
DELISTED
Pine Island Acquisition Corp. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant
PIPP.U
$1.07M 0.12%
+103,633
New +$1.07M
CONXU
87
DELISTED
CONX Corp. Unit
CONXU
$1.04M 0.12%
+100,000
New +$1.01M
GFX.U
88
DELISTED
Golden Falcon Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half of one Warrant
GFX.U
$1.04M 0.12%
+100,000
New +$1.04M
JWS.WS
89
DELISTED
Jaws Acquisition Corp. Redeemable Warrants, each whole warrant exercisable for one Class A ordinary
JWS.WS
$965K 0.11%
357,239
+207,239
+138% +$445K
GH icon
90
Guardant Health
GH
$22.9B
$928K 0.11%
7,200
– –
BBIO icon
91
BridgeBio Pharma
BBIO
$15.9B
$896K 0.1%
12,600
– –
EAR
92
DELISTED
Eargo, Inc. Common Stock
EAR
$832K 0.1%
+928
New +$782K
DEH.WS
93
DELISTED
D8 Holdings Corp. Warrants, each whole warrant exercisable for one Class A ordinary share at an exer
DEH.WS
$769K 0.09%
731,965
+30,004
+4% +$22.9K
KRON
94
DELISTED
Kronos Bio
KRON
$695K 0.08%
+23,278
New +$730K
ETACW
95
DELISTED
E.Merge Technology Acquisition Corp. Warrant
ETACW
$550K 0.06%
366,666
+100,000
+38% +$109K
PSTH.WS
96
DELISTED
Pershing Square Tontine Holdings, Ltd. Warrants, exercisable for one share of Class A Common Stock f
PSTH.WS
$533K 0.06%
55,556
– –
MKTWW
97
DELISTED
MarketWise, Inc. Warrant
MKTWW
$513K 0.06%
+300,000
New +$387K
ORGNW
98
DELISTED
Origin Materials Inc Warrants
ORGNW
$503K 0.06%
225,520
– –
LCIDW
99
DELISTED
Lucid Group, Inc. Warrant
LCIDW
$471K 0.06%
310,191
– –
GDOT icon
100
Green Dot
GDOT
$766M
$444K 0.05%
+7,951
New +$452K
2 3
4
5 6

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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.