Ratan Capital Management as of Dec. 31, 2019
Portfolio Holdings for Ratan Capital Management
Ratan Capital Management holds 29 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clarivate Analytics Plc sn (CLVT) | 16.5 | $27M | 1.6M | 16.80 | |
| Gs Acquisition Hldgs Corp unit 06/12/2023 | 13.4 | $22M | 2.0M | 11.03 | |
| Ringcentral (RNG) | 6.5 | $11M | 63k | 168.67 | |
| Alteryx | 4.8 | $8.0M | 80k | 100.08 | |
| Ceridian Hcm Hldg (DAY) | 4.3 | $7.1M | 104k | 67.88 | |
| Servicenow (NOW) | 4.1 | $6.8M | 24k | 282.31 | |
| Conyers Pk Ii co unit | 4.0 | $6.6M | 606k | 10.88 | |
| HDFC Bank (HDB) | 3.8 | $6.3M | 100k | 63.37 | |
| Mongodb Inc. Class A (MDB) | 3.3 | $5.4M | 41k | 131.61 | |
| Iqvia Holdings (IQV) | 3.2 | $5.2M | 34k | 154.51 | |
| Twilio Inc cl a (TWLO) | 3.1 | $5.1M | 52k | 98.29 | |
| Amazon (AMZN) | 2.9 | $4.8M | 2.6k | 1847.69 | |
| Microsoft Corporation (MSFT) | 2.9 | $4.7M | 30k | 157.70 | |
| Qiagen Nv | 2.7 | $4.4M | 130k | 33.80 | |
| Atlassian Corp Plc cl a | 2.6 | $4.3M | 36k | 120.33 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $4.2M | 13k | 324.84 | |
| Clarivate Analytics Plc *w exp 11/09/201 | 2.5 | $4.1M | 650k | 6.25 | |
| Datadog Inc Cl A (DDOG) | 2.3 | $3.8M | 101k | 37.78 | |
| Global Payments (GPN) | 2.2 | $3.7M | 20k | 182.55 | |
| World Wrestling Entertainment | 2.1 | $3.5M | 54k | 64.87 | |
| ICICI Bank (IBN) | 1.8 | $3.0M | 200k | 15.09 | |
| MasterCard Incorporated (MA) | 1.8 | $3.0M | 10k | 298.60 | |
| Paypal Holdings (PYPL) | 1.7 | $2.8M | 26k | 108.15 | |
| Adaptive Biotechnologies Cor (ADPT) | 1.1 | $1.8M | 62k | 29.93 | |
| Danaher Corporation (DHR) | 1.0 | $1.7M | 11k | 153.45 | |
| Viavi Solutions Inc equities (VIAV) | 0.9 | $1.6M | 104k | 15.00 | |
| Veeva Sys Inc cl a (VEEV) | 0.9 | $1.5M | 10k | 140.67 | |
| Guardant Health (GH) | 0.6 | $992k | 13k | 78.11 | |
| Bridgebio Pharma (BBIO) | 0.4 | $631k | 18k | 35.06 |
