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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
CPAAW
101
DELISTED
Conyers Park II Acquisition Corp. Warrant
CPAAW
$432K 0.05%
151,425
– –
GSAH.WS
102
DELISTED
GS Acquisition Holdings Corp II Redeemable Warrants, each whole warrant exercisable for one share of
GSAH.WS
$320K 0.04%
125,000
– –
THBRW
103
DELISTED
Thunder Bridge Acquisition II, Ltd. Warrants
THBRW
$313K 0.04%
+84,768
New +$144K
AVPTW
104
DELISTED
AvePoint Inc Warrant
AVPTW
$276K 0.03%
64,500
– –
BTWN
105
DELISTED
Bridgetown Holdings Limited Class A Ordinary Shares
BTWN
$275K 0.03%
+17,797
New +$239K
OPENW
106
DELISTED
Opendoor Technologies Inc Warrants expiring 12/18/2025
OPENW
$257K 0.03%
33,333
-33,333
-50% -$243K
DNB
107
DELISTED
Dun & Bradstreet
DNB
$249K 0.03%
10,000
– –
CHPMW
108
DELISTED
CHP Merger Corp. Warrant
CHPMW
$230K 0.03%
181,000
– –
ACCD
109
DELISTED
Accolade Inc
ACCD
$218K 0.03%
+5,000
New +$222K
RKLBW
110
DELISTED
Rocket Lab USA, Inc. Warrant
RKLBW
$158K 0.02%
+100,000
New +$127K
TVACU
111
DELISTED
Thayer Ventures Acquisition Corporation Units
TVACU
$127K 0.01%
+12,121
New +$126K
JIH.WS
112
DELISTED
Juniper Industrial Holdings, Inc. Redeemable warrants included as part of the units
JIH.WS
$92K 0.01%
50,000
– –
CRHC.WS
113
DELISTED
Cohn Robbins Holdings Corp. Redeemable warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50
CRHC.WS
$82K 0.01%
+45,496
New +$55.9K
ADV icon
114
Advantage Solutions
ADV
$441M
– –
-36,228
Closed -$9.2M
ASH icon
115
Ashland
ASH
$3.33B
– –
-30,000
Closed -$2.13M
AVPT icon
116
AvePoint
AVPT
$2.83B
– –
-714,000
Closed -$7.57M
BLUE
117
DELISTED
bluebird bio
BLUE
– –
-3,320
Closed -$2.32M
CHPT icon
118
ChargePoint
CHPT
$162M
– –
-10,525
Closed -$3.28M
CYRX icon
119
CryoPort
CYRX
$868M
– –
-200,000
Closed -$9.48M
DIS icon
120
Walt Disney
DIS
$186B
– –
-50,000
Closed -$6.2M
GDRX icon
121
GoodRx Holdings
GDRX
$1.18B
– –
-200,500
Closed -$11.1M
KODK icon
122
Kodak
KODK
$963M
– –
-100,000
Closed -$882K
NCLH icon
123
Norwegian Cruise Line
NCLH
$7.92B
– –
-42,210
Closed -$722K
NOVA
124
DELISTED
Sunnova Energy
NOVA
– –
-8,000
Closed -$867K
OPEN icon
125
Opendoor
OPEN
$3.43B
– –
-194,884
Closed -$3.58M
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.