Nehal Chopra Ratan Capital Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$28.1M |
| 2 |
Constellation Energy
CEG
|
+$17.4M |
| 3 |
Dell
DELL
|
+$15.3M |
| 4 |
Vistra
VST
|
+$14.8M |
| 5 |
Vertiv
VRT
|
+$10.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marvell Technology
MRVL
|
+$4.98M |
| 2 |
Broadcom
AVGO
|
+$3.98M |
| 3 |
NVO
Novo Nordisk
NVO
|
+$2.88M |
| 4 |
YPF Sociedad Anonima ADS
YPF
|
+$2.18M |
| 5 |
MIR.WS
Mirion Technologies, Inc. Redeemable Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
MIR.WS
|
+$1.57M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 42.58% |
| 2 | Industrials | 19.49% |
| 3 | Utilities | 12.98% |
| 4 | Healthcare | 11% |
| 5 | Consumer Discretionary | 6.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.2T
| $55.1M | 16.68% |
446,110
+277,510
| +165% | +$28.1M |
|
|
2
Vertiv
VRT
$101B
| $48.9M | 14.79% |
564,518
+110,739
| +24% | +$10.1M |
|
|
3
Vistra
VST
$45.7B
| $22.8M | 6.89% |
257,400
+177,400
| +222% | +$14.8M |
|
4
Amazon
AMZN
$2.79T
| $22M | 6.67% |
114,005
+15,000
| +15% | +$2.76M |
|
|
5
Constellation Energy
CEG
$96.7B
| $20.1M | 6.09% |
100,500
+85,500
| +570% | +$17.4M |
|
|
6
Dell
DELL
$286B
| $19.9M | 6.03% |
144,404
+114,404
| +381% | +$15.3M |
|
7
Microsoft
MSFT
$3.59T
| $17.1M | 5.18% |
38,265
+6,000
| +19% | +$2.53M |
|
8
Meta Platforms (Facebook)
META
$1.4T
| $14.5M | 4.39% |
28,742
| – | – |
|
9
Carpenter Technology
CRS
$24.4B
| $9.81M | 2.97% |
+89,519
| New | +$8.6M |
|
10
Shift4
FOUR
$3.78B
| $8.57M | 2.6% |
116,883
-20,000
| -15% | -$1.33M |
|
11
Dyne Therapeutics
DYN
$4.87B
| $8.15M | 2.47% |
230,900
+201,900
| +696% | +$5.87M |
|
12
Eli Lilly
LLY
$1.12T
| $7.24M | 2.19% |
8,000
+1,500
| +23% | +$1.2M |
|
13
ASML
ASML
$677B
| $6.75M | 2.04% |
+6,600
| New | +$6.34M |
|
14
Datadog
DDOG
$84.6B
| $6.45M | 1.95% |
49,752
+28,652
| +136% | +$3.47M |
|
15
Western Digital
WDC
$166B
| $6.06M | 1.84% |
+105,840
| New | +$5.87M |
|
16
ServiceNow
NOW
$133B
| $6M | 1.82% |
38,110
| – | – |
|
17
Danaher
DHR
$154B
| $5.4M | 1.63% |
21,600
| – | – |
|
18
Janus International
JBI
$697M
| $5.19M | 1.57% |
362,354
-3,714
| -1% | -$51.9K |
|
19
Arm
ARM
$260B
| $4.43M | 1.34% |
27,099
+17,099
| +171% | +$2.13M |
|
20
Janux Therapeutics
JANX
$1.06B
| $4.43M | 1.34% |
105,757
+85,757
| +429% | +$4.03M |
|
21
First Solar
FSLR
$23B
| $3.92M | 1.19% |
+15,000
| New | +$3.27M |
|
22
Thermo Fisher Scientific
TMO
$233B
| $3.9M | 1.18% |
7,050
| – | – |
|
23
IQVIA
IQV
$42.8B
| $3.75M | 1.14% |
17,742
| – | – |
|
24
Bausch + Lomb
BLCO
$6.16B
| $3.22M | 0.97% |
221,471
+100,000
| +82% | +$1.5M |
|
25
Advanced Micro Devices
AMD
$773B
| $3.05M | 0.92% |
20,000
+10,400
| +108% | +$1.67M |
|
Similar funds
Nehal Chopra's Q2 2024 Portfolio in Review
As of Q2 2024, Nehal Chopra held 46 positions worth $330M, up 76% from $188M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Nehal Chopra deployed $114M of net new capital in Q2 2024, opening 7 new positions and adding to 14 existing holdings. Its largest new stake was Carpenter Technology: 89,519 shares worth $9.81M.
By sector, the portfolio is most concentrated in Technology at 43% of assets, up from 35% a quarter earlier, followed by Industrials and Utilities.
On the sell side, the largest reduction was Marvell Technology, an estimated $4.98M trimmed.
- Nehal Chopra's largest Q2 2024 buy was Carpenter Technology: 89,519 shares worth $9.81M.
- Nehal Chopra added most to NVIDIA in Q2 2024, an estimated $28.1M increase.
- Nehal Chopra's biggest Q2 2024 reduction was Marvell Technology, cutting an estimated $4.98M.
- Nehal Chopra fully exited Broadcom in Q2 2024, selling an estimated $3.98M.
- Nehal Chopra's ten largest holdings make up 72% of its $330M portfolio in Q2 2024.
- Nehal Chopra opened 7 new positions and closed 9 in Q2 2024.
- Nehal Chopra's portfolio value rose 76% quarter-over-quarter to $330M.
Based on Ratan Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.