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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
TCRT icon
126
Alaunos Therapeutics
TCRT
$4.47M
– –
-1,079
Closed -$408K
CTEV
127
Claritev Corp
CTEV
$632M
– –
-23,456
Closed -$9.62M
GOEVW
128
DELISTED
Canoo Inc. Warrant
GOEVW
– –
-25,201
Closed -$58K
SFT
129
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
– –
-10,392
Closed -$1.23M
RMO
130
DELISTED
Romeo Power, Inc.
RMO
– –
-56,499
Closed -$604K
GBT
131
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-35,000
Closed -$1.93M
VACQU
132
DELISTED
Vector Acquisition Corporation Unit
VACQU
– –
-300,000
Closed -$3.04M
CLOVW
133
DELISTED
Clover Health Investments, Corp. Warrants
CLOVW
– –
-50,000
Closed -$193K
ACND.U
134
DELISTED
Ascendant Digital Acquisition Corp. Units, each consisting of one Class A ordinary share and one-hal
ACND.U
– –
-600,000
Closed -$6.31M
BFT.U
135
DELISTED
Foley Trasimene Acquisition Corp. II Units, each consisting of one share of Class A common stock, an
BFT.U
– –
-800,000
Closed -$8.16M
RMG.WS
136
DELISTED
RMG Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A Common Stoc
RMG.WS
– –
-18,833
Closed -$40K
TRNE.WS
137
DELISTED
Trine Acquisition Corp. Redeemable Warrants, each whole warrant exercisable for one share of Class A
TRNE.WS
– –
-75,299
Closed -$198K
KCAC.WS
138
DELISTED
Kensington Capital Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class
KCAC.WS
– –
-353,850
Closed -$1.59M
FVAC.WS
139
DELISTED
Fortress Value Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A c
FVAC.WS
– –
-38,528
Closed -$127K
SPAQ.WS
140
DELISTED
Spartan Energy Acquisition Corp. Warrants, each whole warrant exercisable for one Class A common sto
SPAQ.WS
– –
-150,000
Closed -$657K
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.