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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
-8.93%
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
$144M
AUM Growth
-$511M
Cap. Flow
-$446M
Cap. Flow %
-309.32%
Top 10 Hldgs %
73.27%
Holding
81
New
3
Increased
–
Reduced
25
Closed
41

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$4.9M
2
U icon
Unity
U
+$3.83M
3
BILL icon
BILL Holdings
BILL
+$2.29M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$54.2M
2
RBLX icon
Roblox
RBLX
+$30M
3
MSFT icon
Microsoft
MSFT
+$25M
4
NVDA icon
NVIDIA
NVDA
+$21.8M
5
VRT icon
Vertiv
VRT
+$21M

Sector Composition

Rank Sector Weight
1 Technology 48.79%
2 Industrials 27.35%
3 Consumer Discretionary 9.42%
4 Communication Services 4.24%
5 Healthcare 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETAC
76
DELISTED
E.Merge Technology Acquisition Corp. Class A Common Stock
ETAC
– –
-799,998
Closed -$7.87M
SPAQ.WS
77
DELISTED
Spartan Acquisition Corp. III Warrants, exercisable for one share of Class A Common Stock
SPAQ.WS
– –
-86,250
Closed -$124K
RKLBW
78
DELISTED
Rocket Lab USA, Inc. Warrant
RKLBW
– –
-65,054
Closed -$234K
TREB.WS
79
DELISTED
Trebia Acquisition Corp. Warrants, each whole warrant exercisable for one Class A Ordinary Share at
TREB.WS
– –
-829,356
Closed -$954K
1 2 3
4

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Nehal Chopra's Q1 2022 Portfolio in Review

As of Q1 2022, Nehal Chopra held 81 positions worth $144M, down 78% from $655M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Nehal Chopra withdrew a net $446M in Q1 2022, closing 41 positions and reducing 25 holdings. Its most notable exit was Roblox, an estimated $30M position sold in full.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 30% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Nehal Chopra opened a new position in Invesco QQQ Trust worth $5M.

  • Nehal Chopra's largest Q1 2022 buy was Invesco QQQ Trust: 13,800 shares worth $5M.
  • Nehal Chopra's biggest Q1 2022 reduction was Amazon, cutting an estimated $54.2M.
  • Nehal Chopra fully exited Roblox in Q1 2022, selling an estimated $30M.
  • Nehal Chopra's ten largest holdings make up 73% of its $144M portfolio in Q1 2022.
  • Nehal Chopra opened 3 new positions and closed 41 in Q1 2022.
  • Nehal Chopra's portfolio value fell 78% quarter-over-quarter to $144M.

Based on Ratan Capital Management's 13F filing for Q1 2022, filed 16 May 2022.