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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
-6.92%
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
$112M
AUM Growth
-$49M
Cap. Flow
-$37.5M
Cap. Flow %
-33.53%
Top 10 Hldgs %
69.17%
Holding
34
New
15
Increased
2
Reduced
7
Closed
9

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$9.09M
2
V icon
Visa
V
+$8.29M
3
MDB icon
MongoDB
MDB
+$8M
4
OKTA icon
Okta
OKTA
+$7.18M
5
TWLO icon
Twilio
TWLO
+$6.79M

Top Sells

Rank Stock Value
1
AVYA
Avaya Holdings Corp. Common Stock
AVYA
+$26.5M
2
SMPL icon
Simply Good Foods
SMPL
+$15.6M
3
DAY
Dayforce
DAY
+$8.46M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$8.03M
5
PPLI
People Inc
PPLI
+$7.37M

Sector Composition

Rank Sector Weight
1 Technology 68.27%
2 Consumer Staples 13.77%
3 Financials 8.16%
4 Consumer Discretionary 6.9%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARCE
1
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$9.07M 8.12%
410,000
– –
CRM icon
2
Salesforce
CRM
$171B
$9.05M 8.1%
+66,060
New +$9.09M
MDB icon
3
MongoDB
MDB
$34.7B
$8.71M 7.79%
+104,000
New +$8M
V icon
4
Visa
V
$693B
$7.92M 7.08%
+60,000
New +$8.29M
DAY
5
DELISTED
Dayforce
DAY
$7.86M 7.03%
227,804
-226,814
-50% -$8.46M
OKTA icon
6
Okta
OKTA
$23.5B
$7.73M 6.92%
+121,149
New +$7.18M
RNG icon
7
RingCentral
RNG
$5.6B
$7.57M 6.77%
91,805
+69,000
+303% +$5.43M
TWLO icon
8
Twilio
TWLO
$34.6B
$7.47M 6.68%
+83,605
New +$6.79M
SMPL icon
9
Simply Good Foods
SMPL
$962M
$6.32M 5.65%
334,202
-827,983
-71% -$15.6M
ESTC icon
10
Elastic
ESTC
$8.93B
$5.61M 5.02%
+78,539
New +$5.32M
TEAM icon
11
Atlassian
TEAM
$43.5B
$5.51M 4.93%
+61,948
New +$4.91M
AYX
12
DELISTED
Alteryx Inc
AYX
$5.35M 4.78%
+89,885
New +$4.88M
VIAV icon
13
Viavi Solutions
VIAV
$9.6B
$4.3M 3.85%
428,090
-603,635
-59% -$6.51M
AMZN icon
14
Amazon
AMZN
$2.79T
$3.9M 3.49%
52,000
-14,000
-21% -$1.16M
ETSY icon
15
Etsy
ETSY
$7.44B
$3.81M 3.41%
+80,000
New +$3.77M
IQV icon
16
IQVIA
IQV
$42.8B
$3.06M 2.73%
+26,303
New +$3.19M
NTNX icon
17
Nutanix
NTNX
$18.3B
$2.7M 2.41%
64,822
-28,287
-30% -$1.17M
DATA
18
DELISTED
Tableau Software, Inc.
DATA
$1.8M 1.61%
+15,000
New +$1.68M
ZEN
19
DELISTED
ZENDESK INC
ZEN
$1.63M 1.46%
+28,000
New +$1.61M
HTH icon
20
Hilltop Holdings
HTH
$2.22B
$1.21M 1.08%
67,663
-46,795
-41% -$887K
ZS icon
21
Zscaler
ZS
$29.4B
$918K 0.82%
23,413
+4,707
+25% +$178K
ELAN icon
22
Elanco Animal Health
ELAN
$12B
$158K 0.14%
5,000
-100,000
-95% -$3.27M
ROP icon
23
Roper Technologies
ROP
$40.7B
$53K 0.05%
+200
New +$56.6K
PLAN
24
DELISTED
Anaplan, Inc.
PLAN
$31K 0.03%
+1,184
New +$29.3K
ALLO icon
25
Allogene Therapeutics
ALLO
$722M
$27K 0.02%
+1,000
New +$26.6K
1
2

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Nehal Chopra's Q4 2018 Portfolio in Review

As of Q4 2018, Nehal Chopra held 34 positions worth $112M, down 30% from $161M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Nehal Chopra withdrew a net $37.5M in Q4 2018, closing 9 positions and reducing 7 holdings. Its most notable exit was Avaya Holdings Corp. Common Stock, an estimated $26.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 68% of assets, up from 41% a quarter earlier, followed by Consumer Staples and Financials.

Against the trend, Nehal Chopra opened a new position in Salesforce worth $9.05M.

  • Nehal Chopra's largest Q4 2018 buy was Salesforce: 66,060 shares worth $9.05M.
  • Nehal Chopra added most to RingCentral in Q4 2018, an estimated $5.43M increase.
  • Nehal Chopra's biggest Q4 2018 reduction was Simply Good Foods, cutting an estimated $15.6M.
  • Nehal Chopra fully exited Avaya Holdings Corp. Common Stock in Q4 2018, selling an estimated $26.5M.
  • Nehal Chopra's ten largest holdings make up 69% of its $112M portfolio in Q4 2018.
  • Nehal Chopra opened 15 new positions and closed 9 in Q4 2018.
  • Nehal Chopra's portfolio value fell 30% quarter-over-quarter to $112M.

Based on Ratan Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.