RCM
Ratan Capital Management Portfolio holdings
AUM
$217M
1-Year Return
46.96%
This Quarter Return
+16%
1 Year Return
+46.96%
3 Year Return
+417.25%
5 Year Return
+471.58%
10 Year Return
+3,575.09%
AUM
$652M
AUM Growth
+$281M
(+76%)
Cap. Flow
+$258M
Cap. Flow
% of AUM
39.55%
Top 10 Holdings %
Top 10 Hldgs %
72.49%
Holding
42
New
9
Increased
11
Reduced
3
Closed
2
Top Buys
| 1 |
Tesla
TSLA
|
$70.4M |
| 2 |
NVIDIA
NVDA
|
$45.5M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$33.4M |
| 4 |
Microsoft
MSFT
|
$21.1M |
| 5 |
Amazon
AMZN
|
$12.2M |
Top Sells
| 1 |
Vistra
VST
|
$7.41M |
| 2 |
Arm
ARM
|
$6.02M |
| 3 |
Bausch + Lomb
BLCO
|
$4.15M |
| 4 |
Vertiv
VRT
|
$3.98M |
| 5 |
Danaher
DHR
|
$3.67M |
Sector Composition
| 1 | Technology | 34.31% |
| 2 | Consumer Discretionary | 22.72% |
| 3 | Industrials | 12.47% |
| 4 | Healthcare | 6.17% |
| 5 | Communication Services | 5.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
IQVIA
IQV
$31.3B
| $3.58M | 0.55% |
17,742
+3,342
| +23% | +$674K |
|
27
Datadog
DDOG
$46B
| $3.04M | 0.47% |
19,649
| – | – |
|
28
First Solar
FSLR
$21.7B
| $2.79M | 0.43% |
15,000
| – | – |
|
29
Janus International
JBI
$1.42B
| $2.39M | 0.37% |
322,354
| – | – |
|
30
Pinduoduo
PDD
$176B
| $1.72M | 0.26% |
17,000
| – | – |
|
31
Mastercard
MA
$538B
| $1.63M | 0.25% |
3,100
| – | – |
|
32
Spirit AeroSystems
SPR
$4.84B
| $853K | 0.13% |
+25,017
| New | +$853K |
|
33
Keysight
KEYS
$28.7B
| $588K | 0.09% |
3,650
| – | – |
|
34
RTX Corp
RTX
$212B
| $579K | 0.09% |
5,000
| – | – |
|
35
HDFC Bank
HDB
$181B
| $415K | 0.06% |
6,500
| – | – |
|
36
Solventum
SOLV
$12.5B
| $317K | 0.05% |
4,800
| – | – |
|
|
37
Arm
ARM
$144B
| – | – |
-42,099
| Closed | -$6.02M |
|
|
38
Bausch + Lomb
BLCO
$5.16B
| – | – |
-215,154
| Closed | -$4.15M |
|