Ratan Capital Management as of March 31, 2020
Portfolio Holdings for Ratan Capital Management
Ratan Capital Management holds 37 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.3 | $22M | 140k | 157.71 | |
| Technology SPDR (XLK) | 10.1 | $22M | 269k | 80.37 | |
| Clarivate Analytics Plc sn (CLVT) | 8.5 | $18M | 877k | 20.75 | |
| Amazon (AMZN) | 7.3 | $16M | 8.1k | 1949.69 | |
| Ringcentral (RNG) | 7.2 | $16M | 73k | 211.91 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 6.8 | $15M | 1.7M | 8.65 | |
| Alteryx | 3.5 | $7.6M | 80k | 95.18 | |
| Starbucks Corporation (SBUX) | 3.1 | $6.6M | 100k | 65.74 | |
| Servicenow (NOW) | 3.0 | $6.5M | 23k | 286.59 | |
| Conyers Pk Ii co unit | 3.0 | $6.4M | 606k | 10.55 | |
| Mongodb Inc. Class A (MDB) | 2.9 | $6.2M | 45k | 136.54 | |
| Datadog Inc Cl A (DDOG) | 2.9 | $6.1M | 170k | 35.98 | |
| Netflix (NFLX) | 2.6 | $5.5M | 15k | 375.53 | |
| Atlassian Corp Plc cl a | 2.5 | $5.3M | 39k | 137.26 | |
| Ceridian Hcm Hldg (DAY) | 2.4 | $5.2M | 104k | 50.07 | |
| Metropcs Communications (TMUS) | 2.3 | $5.0M | 60k | 83.90 | |
| UnitedHealth (UNH) | 2.1 | $4.5M | 18k | 249.39 | |
| Viavi Solutions Inc equities (VIAV) | 2.1 | $4.4M | 394k | 11.21 | |
| Paypal Holdings (PYPL) | 1.8 | $3.9M | 40k | 95.73 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $3.6M | 13k | 283.59 | |
| salesforce (CRM) | 1.5 | $3.2M | 22k | 144.00 | |
| NVIDIA Corporation (NVDA) | 1.5 | $3.2M | 12k | 263.58 | |
| Twilio Inc cl a (TWLO) | 1.4 | $3.1M | 35k | 89.50 | |
| Nike (NKE) | 1.4 | $2.9M | 35k | 82.75 | |
| Global Payments (GPN) | 1.1 | $2.5M | 17k | 144.24 | |
| MasterCard Incorporated (MA) | 1.1 | $2.4M | 10k | 241.60 | |
| Vertiv Holdings Llc vertiv holdings-cw23 | 1.0 | $2.1M | 1.2M | 1.80 | |
| ICICI Bank (IBN) | 0.8 | $1.7M | 200k | 8.50 | |
| Veeva Sys Inc cl a (VEEV) | 0.8 | $1.6M | 10k | 156.35 | |
| Coupa Software | 0.6 | $1.3M | 9.0k | 139.78 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.5 | $1.2M | 42k | 27.77 | |
| Uber Technologies (UBER) | 0.5 | $1.1M | 41k | 27.93 | |
| HDFC Bank (HDB) | 0.5 | $1.1M | 28k | 38.45 | |
| Iqvia Holdings (IQV) | 0.5 | $1.0M | 9.4k | 107.84 | |
| Bridgebio Pharma (BBIO) | 0.2 | $522k | 18k | 29.00 | |
| Guardant Health (GH) | 0.2 | $501k | 7.2k | 69.58 | |
| Vectoiq Acquisition Corp *w exp 05/16/202 | 0.2 | $488k | 250k | 1.95 |
