Ratan Capital Management as of Sept. 30, 2019
Portfolio Holdings for Ratan Capital Management
Ratan Capital Management holds 31 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clarivate Analytics Plc sn (CLVT) | 14.5 | $27M | 1.6M | 16.87 | |
| Alteryx | 8.7 | $16M | 153k | 107.43 | |
| NVIDIA Corporation (NVDA) | 6.6 | $13M | 72k | 174.08 | |
| Twilio Inc cl a (TWLO) | 5.7 | $11M | 98k | 109.96 | |
| Microsoft Corporation (MSFT) | 4.6 | $8.7M | 63k | 139.03 | |
| HDFC Bank (HDB) | 4.5 | $8.5M | 149k | 57.05 | |
| Medallia | 3.9 | $7.3M | 265k | 27.43 | |
| MasterCard Incorporated (MA) | 3.5 | $6.7M | 25k | 271.55 | |
| Conyers Pk Ii co unit | 3.4 | $6.5M | 606k | 10.65 | |
| Coupa Software | 3.4 | $6.3M | 49k | 129.57 | |
| Iqvia Holdings (IQV) | 3.3 | $6.3M | 42k | 149.38 | |
| Atlassian Corp Plc cl a | 3.0 | $5.6M | 45k | 125.45 | |
| Ceridian Hcm Hldg (DAY) | 2.7 | $5.1M | 104k | 49.37 | |
| Mongodb Inc. Class A (MDB) | 2.6 | $5.0M | 41k | 120.47 | |
| Elastic N V ord (ESTC) | 2.4 | $4.6M | 56k | 82.33 | |
| Datadog Inc Cl A (DDOG) | 2.4 | $4.6M | 135k | 33.91 | |
| Amazon (AMZN) | 2.4 | $4.5M | 2.6k | 1735.77 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.3 | $4.4M | 76k | 58.31 | |
| Advanced Micro Devices (AMD) | 2.3 | $4.3M | 150k | 28.99 | |
| Ringcentral (RNG) | 2.3 | $4.3M | 34k | 125.67 | |
| Thermo Fisher Scientific (TMO) | 2.2 | $4.1M | 14k | 291.27 | |
| Xilinx | 2.2 | $4.1M | 43k | 95.91 | |
| Zoom Video Communications In cl a (ZM) | 2.1 | $3.9M | 51k | 76.21 | |
| Veeva Sys Inc cl a (VEEV) | 2.0 | $3.9M | 26k | 152.69 | |
| Clarivate Analytics Plc *w exp 11/09/201 | 1.9 | $3.5M | 600k | 5.89 | |
| Servicenow (NOW) | 1.3 | $2.5M | 10k | 253.90 | |
| Varex Imaging (VREX) | 1.1 | $2.0M | 70k | 28.53 | |
| 3M Company (MMM) | 1.0 | $1.9M | 12k | 164.43 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.7 | $1.3M | 41k | 30.89 | |
| Guardant Health (GH) | 0.6 | $1.1M | 18k | 63.83 | |
| Bridgebio Pharma (BBIO) | 0.5 | $999k | 47k | 21.46 |