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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
+15.01%
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
$678M
AUM Growth
+$379M
Cap. Flow
+$329M
Cap. Flow %
48.59%
Top 10 Hldgs %
34.23%
Holding
114
New
72
Increased
7
Reduced
6
Closed
9

Top Buys

Rank Stock Value
1
SST icon
System1
SST
+$28.3M
2
WPF
Foley Trasimene Acquisition Corp.
WPF
+$27.7M
3
CHPM
CHP Merger Corp. Class A Common Stock
CHPM
+$24.1M
4
IAU icon
iShares Gold Trust
IAU
+$19.1M
5
LCID icon
Lucid Motors
LCID
+$14.7M

Top Sells

Rank Stock Value
1
TREB.U
Trebia Acquisition Corp. Units, each consisting of one Class A Ordinary Share, and one-third of one
TREB.U
+$7.84M
2
CPAAU
Conyers Park II Acquisition Corp. Unit
CPAAU
+$7.27M
3
LVOX
LiveVox Holding, Inc. Class A Common Stock
LVOX
+$5.08M
4
MA icon
Mastercard
MA
+$3.25M
5
VIAV icon
Viavi Solutions
VIAV
+$2.42M

Sector Composition

Rank Sector Weight
1 Technology 30.45%
2 Industrials 19.32%
3 Healthcare 11.59%
4 Consumer Discretionary 10.4%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SST icon
1
System1
SST
$16.8M
$28.3M 4.18%
+278,350
New +$28.3M
WPF
2
DELISTED
Foley Trasimene Acquisition Corp.
WPF
$27.8M 4.1%
+2,686,066
New +$27.7M
CLVT icon
3
Clarivate
CLVT
$1.33B
$27.8M 4.1%
897,177
– –
MSFT icon
4
Microsoft
MSFT
$3.59T
$24.9M 3.67%
118,155
+39,000
+49% +$8.19M
CHPM
5
DELISTED
CHP Merger Corp. Class A Common Stock
CHPM
$24.2M 3.57%
+2,374,997
New +$24.1M
VRT icon
6
Vertiv
VRT
$101B
$23.7M 3.5%
1,369,035
– –
AMZN icon
7
Amazon
AMZN
$2.79T
$21.1M 3.11%
133,980
– –
IAU icon
8
iShares Gold Trust
IAU
$68.4B
$18.8M 2.77%
+522,400
New +$19.1M
RNG icon
9
RingCentral
RNG
$5.6B
$18.1M 2.67%
65,928
– –
META icon
10
Meta Platforms (Facebook)
META
$1.4T
$17.4M 2.57%
66,450
+32,000
+93% +$8.25M
DDOG icon
11
Datadog
DDOG
$84.6B
$16.4M 2.42%
160,772
– –
CTAS icon
12
Cintas
CTAS
$81.6B
$16.2M 2.4%
195,200
– –
TWLO icon
13
Twilio
TWLO
$34.6B
$14.9M 2.19%
60,137
+30,580
+103% +$7.54M
LCID icon
14
Lucid Motors
LCID
$2.17B
$14.7M 2.16%
+150,000
New +$14.7M
ORCL icon
15
Oracle
ORCL
$422B
$12.5M 1.85%
+210,000
New +$11.9M
MA icon
16
Mastercard
MA
$509B
$12.5M 1.85%
37,000
-10,000
-21% -$3.25M
BABA icon
17
Alibaba
BABA
$286B
$12.4M 1.83%
+42,216
New +$11.1M
TWTR
18
DELISTED
Twitter, Inc.
TWTR
$12.2M 1.8%
+275,000
New +$10.6M
PSTH
19
DELISTED
Pershing Square Tontine Holdings, Ltd.
PSTH
$11.3M 1.67%
+500,004
New +$11.2M
GDRX icon
20
GoodRx Holdings
GDRX
$1.18B
$11.1M 1.64%
+200,500
New +$10.6M
NOW icon
21
ServiceNow
NOW
$133B
$10.8M 1.59%
111,310
– –
FOUR icon
22
Shift4
FOUR
$3.78B
$10.6M 1.56%
219,362
-32,139
-13% -$1.43M
CTEV
23
Claritev Corp
CTEV
$632M
$9.62M 1.42%
+23,456
New +$10.3M
MDB icon
24
MongoDB
MDB
$34.7B
$9.58M 1.41%
41,388
-620
-1% -$134K
CYRX icon
25
CryoPort
CYRX
$868M
$9.48M 1.4%
+200,000
New +$8.1M
1
2 3 4 5

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Nehal Chopra's Q3 2020 Portfolio in Review

As of Q3 2020, Nehal Chopra held 114 positions worth $678M, up 127% from $299M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Nehal Chopra deployed $329M of net new capital in Q3 2020, opening 72 new positions and adding to 7 existing holdings. Its largest new stake was System1: 278,350 shares worth $28.3M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 51% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Mastercard, an estimated $3.25M trimmed.

  • Nehal Chopra's largest Q3 2020 buy was System1: 278,350 shares worth $28.3M.
  • Nehal Chopra added most to Meta Platforms (Facebook) in Q3 2020, an estimated $8.25M increase.
  • Nehal Chopra's biggest Q3 2020 reduction was Mastercard, cutting an estimated $3.25M.
  • Nehal Chopra fully exited Trebia Acquisition Corp. Units, each consisting of one Class A Ordinary Share, and one-third of one in Q3 2020, selling an estimated $7.84M.
  • Nehal Chopra's ten largest holdings make up 34% of its $678M portfolio in Q3 2020.
  • Nehal Chopra opened 72 new positions and closed 9 in Q3 2020.
  • Nehal Chopra's portfolio value rose 127% quarter-over-quarter to $678M.

Based on Ratan Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.