RCM
Ratan Capital Management Portfolio holdings
AUM
$217M
1-Year Est. Return
46.96%
1 Year Est. Return
+46.96%
AUM
$310M
AUM Growth
-$342M
(-52%)
Holding
42
Top Buys
| 1 | +$14M | |
| 2 | +$10.6M | |
| 3 | +$9.22M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$8.65M |
| 5 |
Shift4
FOUR
|
+$6.54M |
Top Sells
| 1 | +$58.6M | |
| 2 | +$32.1M | |
| 3 | +$26.3M | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$16.9M |
| 5 |
Carpenter Technology
CRS
|
+$14.9M |
Sector Composition
| 1 | Technology | 31.67% |
| 2 | Consumer Discretionary | 17.99% |
| 3 | Communication Services | 15.82% |
| 4 | Industrials | 9.86% |
| 5 | Utilities | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Meta Platforms (Facebook)
META
$1.8T
| $35M | 11.31% |
60,810
+15,004
|
|
||
2
NVIDIA
NVDA
$4.46T
| $31.9M | 10.3% |
294,617
-540,313
|
|
||
3
Amazon
AMZN
$2.27T
| $31.6M | 10.2% |
166,158
-44,221
|
|
||
4
Vertiv
VRT
$66.4B
| $25.2M | 8.13% |
348,824
-173,261
|
|
||
5
Vistra
VST
$68.2B
| $23.1M | 7.45% |
196,740
-60,649
|
|
||
6
Broadcom
AVGO
$1.65T
| $22.5M | 7.27% |
134,649
+55,039
|
|
||
7
Microsoft
MSFT
$3.82T
| $18M | 5.81% |
47,981
-70,174
|
|
||
8
Applovin
APP
$203B
| $14M | 4.51% |
+52,730
|
|
||
9
Tesla
TSLA
$1.46T
| $13.1M | 4.21% |
50,400
-124,008
|
|
||
|
10
iShares Bitcoin Trust
IBIT
$81.5B
| $12.6M | 4.08% |
270,000
-360,000
|
|
||
|
11
Shift4
FOUR
$5.07B
| $12.3M | 3.98% |
150,902
+80,000
|
|
||
12
Starbucks
SBUX
$97B
| $11.1M | 3.58% |
113,140
-58,860
|
|
||
13
Galicia Financial Group
GGAL
$5.22B
| $10.6M | 3.43% |
+194,992
|
|
||
14
Coherent
COHR
$18.3B
| $4.65M | 1.5% |
71,568
+27,568
|
|
||
|
15
Carpenter Technology
CRS
$11.9B
| $4.44M | 1.43% |
24,494
-82,425
|
|
||
16
TSMC
TSM
$1.53T
| $3.73M | 1.21% |
22,500
-28,448
|
|
||
17
IQVIA
IQV
$34.8B
| $2.87M | 0.93% |
16,302
-1,440
|
|
||
18
Credo Technology Group
CRDO
$24.8B
| $2.17M | 0.7% |
54,000
-46,000
|
|
||
19
Janux Therapeutics
JANX
$1.61B
| $2.07M | 0.67% |
76,800
-102,507
|
|
||
20
Mastercard
MA
$507B
| $1.7M | 0.55% |
3,100
|
|
||
21
Palantir
PLTR
$423B
| $1.29M | 0.42% |
+15,300
|
|
||
22
Danaher
DHR
$150B
| $1.15M | 0.37% |
5,600
-16,000
|
|
||
23
Dyne Therapeutics
DYN
$2.33B
| $1.03M | 0.33% |
98,900
-132,000
|
|
||
24
ServiceNow
NOW
$188B
| $955K | 0.31% |
1,200
-6,422
|
|
||
25
Thermo Fisher Scientific
TMO
$204B
| $771K | 0.25% |
1,550
-5,500
|
|