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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
+11.88%
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
$185M
AUM Growth
-$33.1M
Cap. Flow
-$46.8M
Cap. Flow %
-25.24%
Top 10 Hldgs %
73.05%
Holding
37
New
6
Increased
4
Reduced
5
Closed
8

Top Buys

Rank Stock Value
1
SOLV icon
Solventum
SOLV
+$14.7M
2
VST icon
Vistra
VST
+$14.2M
3
FIGR
Figure Technology Solutions
FIGR
+$11.7M
4
SXT icon
Sensient Technologies
SXT
+$11.4M
5
BA icon
Boeing
BA
+$9.02M

Top Sells

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$25.2M
2
APP icon
Applovin
APP
+$24.3M
3
MSFT icon
Microsoft
MSFT
+$22.1M
4
TSLA icon
Tesla
TSLA
+$13.1M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$12.6M

Sector Composition

Rank Sector Weight
1 Technology 20.83%
2 Communication Services 15.77%
3 Utilities 14.13%
4 Consumer Discretionary 11.05%
5 Healthcare 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VST icon
1
Vistra
VST
$45.7B
$26.2M 14.13%
150,076
+71,652
+91% +$14.2M
NVDA icon
2
NVIDIA
NVDA
$5.2T
$17.2M 9.27%
92,093
– –
META icon
3
Meta Platforms (Facebook)
META
$1.4T
$15.8M 8.51%
21,474
+1,000
+5% +$744K
SOLV icon
4
Solventum
SOLV
$15.2B
$15M 8.09%
205,261
+200,461
+4,176% +$14.7M
AMZN icon
5
Amazon
AMZN
$2.79T
$12.3M 6.64%
55,991
– –
FIGR
6
Figure Technology Solutions
FIGR
$8.77B
$10.9M 5.89%
+300,000
New +$11.7M
SXT icon
7
Sensient Technologies
SXT
$5.73B
$9.81M 5.29%
+104,510
New +$11.4M
BA icon
8
Boeing
BA
$169B
$9.28M 5.01%
43,000
+40,000
+1,333% +$9.02M
LION icon
9
Lionsgate Studios
LION
$3.42B
$9.14M 4.93%
+1,324,936
New +$8.52M
AVGO icon
10
Broadcom
AVGO
$1.75T
$8.65M 4.67%
26,217
– –
BRCB
11
Black Rock Coffee Bar Inc
BRCB
$205M
$7.64M 4.12%
+320,000
New +$8.36M
METC icon
12
Ramaco Resources Class A
METC
$754M
$7.39M 3.99%
+222,755
New +$5.18M
FOUR icon
13
Shift4
FOUR
$3.78B
$6.63M 3.58%
85,703
-65,199
-43% -$6.06M
APP icon
14
Applovin
APP
$102B
$4.31M 2.33%
6,000
-52,730
-90% -$24.3M
MSFT icon
15
Microsoft
MSFT
$3.59T
$2.38M 1.28%
4,589
-43,392
-90% -$22.1M
U icon
16
Unity
U
$20.7B
$2.02M 1.09%
+50,399
New +$1.87M
MA icon
17
Mastercard
MA
$509B
$1.76M 0.95%
3,100
– –
CRS icon
18
Carpenter Technology
CRS
$24.4B
$1.57M 0.85%
6,407
– –
GGAL icon
19
Galicia Financial Group
GGAL
$6.66B
$1.52M 0.82%
55,000
– –
DHR icon
20
Danaher
DHR
$154B
$1.11M 0.6%
5,600
– –
NOW icon
21
ServiceNow
NOW
$133B
$1.1M 0.6%
6,000
– –
KEYS icon
22
Keysight
KEYS
$53.8B
$638K 0.34%
3,650
– –
IQV icon
23
IQVIA
IQV
$42.8B
$635K 0.34%
3,342
– –
FXI icon
24
iShares China Large-Cap ETF
FXI
$4.28B
$617K 0.33%
15,000
– –
TMO icon
25
Thermo Fisher Scientific
TMO
$233B
$582K 0.31%
1,200
-350
-23% -$163K
1
2

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Nehal Chopra's Q3 2025 Portfolio in Review

As of Q3 2025, Nehal Chopra held 37 positions worth $185M, down 15% from $218M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Nehal Chopra withdrew a net $46.8M in Q3 2025, closing 8 positions and reducing 5 holdings. Its most notable exit was Vertiv, an estimated $25.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 29% a quarter earlier, followed by Communication Services and Utilities.

Against the trend, Nehal Chopra opened a new position in Figure Technology Solutions worth $10.9M.

  • Nehal Chopra's largest Q3 2025 buy was Figure Technology Solutions: 300,000 shares worth $10.9M.
  • Nehal Chopra added most to Solventum in Q3 2025, an estimated $14.7M increase.
  • Nehal Chopra's biggest Q3 2025 reduction was Applovin, cutting an estimated $24.3M.
  • Nehal Chopra fully exited Vertiv in Q3 2025, selling an estimated $25.2M.
  • Nehal Chopra's ten largest holdings make up 73% of its $185M portfolio in Q3 2025.
  • Nehal Chopra opened 6 new positions and closed 8 in Q3 2025.
  • Nehal Chopra's portfolio value fell 15% quarter-over-quarter to $185M.

Based on Ratan Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.