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Ratan Capital Management LP

35 holdingsFiling period: 2026-03-31Current AUM: $304.7Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1AMZNAmazon.Com Inc187.9K$39.1M$51.0M16.75%+38.9K2026-03-31
2METAMeta Platforms Inc56.7K$32.4M$31.5M10.35%+12.2K2026-03-31
3NVDANVIDIA Corp174.0K$30.3M$34.9M11.46%-36,6912026-03-31
4VSTVertiv Holdings Co147.8K$29.2M$28.7M9.44%-48,7102026-03-31
5AVGOBroadcom Inc41.8K$12.9M$16.3M5.34%+2.3K2026-03-31
6LIONLionsgate Studios Corp1.32M$12.7M$17.5M5.76%-47,9002026-03-31
7GOOGLALPHABET INC CLASS A35.2K$10.1M$12.5M4.11%+15.2K2026-03-31
8QQQInvesco QQQ Trust Series 130.5K$9.5M$11.3M3.70%+29.6K2026-03-31
9Bausch Lomb Corp536.8K$8.5M$8.5M2.80%-113,9442026-03-31
10FIGRFigure Technology Solutions Inc250.6K$8.5M$6.2M2.05%-155,1442026-03-31
11BEBloom Energy Corp61.5K$8.3M$12.7M4.15%-55,0102026-03-31
12APPApplovin Corp18.1K$7.2M$7.2M2.35%-24,1162026-03-31
13RHLDResolute Holdings Management Inc39.9K$6.5M$4.9M1.62%--2026-03-31
14BABoeing Co32.3K$6.4M$7.0M2.29%-35,6722026-03-31
15SEISolaris Energy Infrastructure Inc110.0K$6.2M$5.7M1.86%-140,0492026-03-31
16PUMPProPetro Holding Corp420.5K$6.1M$4.7M1.53%-238,3792026-03-31
17PLTRPalantir Technologies Inc37.5K$5.5M$4.6M1.52%--2026-03-31
18AMDAdvanced Micro Devices Inc26.7K$5.4M$12.7M4.17%-3,3042026-03-31
19Intel Corp115.3K$5.1M$5.1M1.67%--2026-03-31
20LITELumentum Holdings Inc6.9K$4.8M$4.9M1.61%--2026-03-31
21FOURShift4 Payments Inc45.6K$2.0M$2.4M0.79%-40,0632026-03-31
22OCULOcular Therapeutix Inc188.8K$1.6M$1.5M0.51%--2026-03-31
23MAMasterCard Inc3.1K$1.5M$1.8M0.58%--2026-03-31
24SOLVSolventum Corp20.0K$1.3M$1.7M0.56%-230,6052026-03-31
25APLDApplied Digital Corp50.0K$1.2M$1.4M0.45%--2026-03-31
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