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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
-1.07%
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
$911M
AUM Growth
+$55M
Cap. Flow
+$88.6M
Cap. Flow %
9.73%
Top 10 Hldgs %
36.72%
Holding
177
New
64
Increased
33
Reduced
17
Closed
39

Top Buys

Rank Stock Value
1
JIH
Juniper Industrial Holdings, Inc.
JIH
+$26.5M
2
AMZN icon
Amazon
AMZN
+$23.8M
3
NOW icon
ServiceNow
NOW
+$18.6M
4
BA icon
Boeing
BA
+$16.5M
5
VRT icon
Vertiv
VRT
+$15M

Top Sells

Rank Stock Value
1
BFT
Foley Trasimene Acquisition Corp. II
BFT
+$23.6M
2
IAU icon
iShares Gold Trust
IAU
+$18.9M
3
AI icon
C3.ai
AI
+$16.6M
4
LCID icon
Lucid Motors
LCID
+$15M
5
TWTR
Twitter, Inc.
TWTR
+$14.9M

Sector Composition

Rank Sector Weight
1 Technology 30.08%
2 Industrials 23.14%
3 Financials 12.94%
4 Consumer Discretionary 9.56%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.79T
$48.6M 5.33%
314,220
+150,240
+92% +$23.8M
VRT icon
2
Vertiv
VRT
$101B
$47M 5.16%
2,351,425
+740,650
+46% +$15M
WPF
3
DELISTED
Foley Trasimene Acquisition Corp.
WPF
$33.7M 3.7%
3,359,420
+35,009
+1% +$379K
MSFT icon
4
Microsoft
MSFT
$3.59T
$33M 3.62%
139,873
+60,718
+77% +$14.1M
TWLO icon
5
Twilio
TWLO
$34.6B
$31.9M 3.5%
93,537
+33,400
+56% +$12.5M
JIH
6
DELISTED
Juniper Industrial Holdings, Inc.
JIH
$30.6M 3.36%
2,471,475
+2,102,975
+571% +$26.5M
NOW icon
7
ServiceNow
NOW
$133B
$28.7M 3.15%
287,310
+176,000
+158% +$18.6M
SST icon
8
System1
SST
$16.8M
$28.7M 3.15%
288,350
– –
RNG icon
9
RingCentral
RNG
$5.6B
$27.8M 3.05%
93,275
+27,149
+41% +$9.98M
CLVT icon
10
Clarivate
CLVT
$1.33B
$24.5M 2.69%
861,792
-35,385
-4% -$968K
CHPM
11
DELISTED
CHP Merger Corp. Class A Common Stock
CHPM
$23.5M 2.58%
2,374,997
– –
META icon
12
Meta Platforms (Facebook)
META
$1.4T
$22M 2.41%
74,701
+1,500
+2% +$404K
UBER icon
13
Uber
UBER
$161B
$20.9M 2.3%
383,860
+158,860
+71% +$8.86M
MA icon
14
Mastercard
MA
$509B
$19.7M 2.16%
55,300
+3,000
+6% +$1.05M
BA icon
15
Boeing
BA
$169B
$18.9M 2.07%
+74,041
New +$16.5M
FOUR icon
16
Shift4
FOUR
$3.78B
$18.6M 2.04%
226,862
+7,500
+3% +$584K
DDOG icon
17
Datadog
DDOG
$84.6B
$17.2M 1.88%
206,050
+45,040
+28% +$4.34M
CTAS icon
18
Cintas
CTAS
$81.6B
$17M 1.86%
198,800
+3,600
+2% +$305K
PYPL icon
19
PayPal
PYPL
$52.7B
$15.5M 1.71%
64,000
+4,000
+7% +$1.01M
COUP
20
DELISTED
Coupa Software Incorporated
COUP
$15.5M 1.7%
61,000
+37,000
+154% +$11.7M
CRHC
21
DELISTED
Cohn Robbins Holdings Corp.
CRHC
$15M 1.65%
1,530,450
+1,029,998
+206% +$10.9M
TEAM icon
22
Atlassian
TEAM
$43.5B
$13.9M 1.53%
66,000
+30,000
+83% +$6.98M
CIR
23
DELISTED
CIRCOR International, Inc
CIR
$12.6M 1.39%
362,493
+193,821
+115% +$6.96M
IQV icon
24
IQVIA
IQV
$42.8B
$11.6M 1.28%
60,167
+4,842
+9% +$909K
RTX icon
25
RTX Corp
RTX
$283B
$11.3M 1.24%
146,000
+5,000
+4% +$365K
1
2 3 4 5

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Nehal Chopra's Q1 2021 Portfolio in Review

As of Q1 2021, Nehal Chopra held 177 positions worth $911M, up 6.4% from $856M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Nehal Chopra deployed $88.6M of net new capital in Q1 2021, opening 64 new positions and adding to 33 existing holdings. Its largest new stake was Boeing: 74,041 shares worth $18.9M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Southwest Airlines, an estimated $7.43M trimmed.

  • Nehal Chopra's largest Q1 2021 buy was Boeing: 74,041 shares worth $18.9M.
  • Nehal Chopra added most to Juniper Industrial Holdings, Inc. in Q1 2021, an estimated $26.5M increase.
  • Nehal Chopra's biggest Q1 2021 reduction was Southwest Airlines, cutting an estimated $7.43M.
  • Nehal Chopra fully exited Foley Trasimene Acquisition Corp. II in Q1 2021, selling an estimated $23.6M.
  • Nehal Chopra's ten largest holdings make up 37% of its $911M portfolio in Q1 2021.
  • Nehal Chopra opened 64 new positions and closed 39 in Q1 2021.
  • Nehal Chopra's portfolio value rose 6.4% quarter-over-quarter to $911M.

Based on Ratan Capital Management's 13F filing for Q1 2021, filed 21 May 2021.