Ratan Capital Management as of June 30, 2020
Portfolio Holdings for Ratan Capital Management
Ratan Capital Management holds 42 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clarivate Analytics Plc sn (CLVT) | 6.7 | $20M | 897k | 22.33 | |
| Ringcentral Cl A (RNG) | 6.3 | $19M | 66k | 285.01 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 6.2 | $19M | 1.4M | 13.56 | |
| Amazon (AMZN) | 6.2 | $19M | 6.7k | 2758.77 | |
| Microsoft Corporation (MSFT) | 5.4 | $16M | 79k | 203.51 | |
| Datadog Inc - Class A Cl A Com (DDOG) | 4.7 | $14M | 161k | 86.95 | |
| Mastercard Cl A (MA) | 4.6 | $14M | 47k | 295.70 | |
| Cintas Corporation (CTAS) | 4.3 | $13M | 49k | 266.35 | |
| Alteryx Com Cl A | 4.1 | $12M | 75k | 164.28 | |
| Mongodb Cl A (MDB) | 3.2 | $9.5M | 42k | 226.34 | |
| Servicenow (NOW) | 3.0 | $9.0M | 22k | 405.04 | |
| Shift4 Pmts Cl A (FOUR) | 3.0 | $8.9M | 252k | 35.50 | |
| Ceridian Hcm Hldg (DAY) | 2.8 | $8.3M | 104k | 79.27 | |
| Trebia Acquisition Corp Unit 99/99/9999 | 2.6 | $7.8M | 750k | 10.45 | |
| Facebook Cl A (META) | 2.6 | $7.8M | 35k | 227.08 | |
| Metropcs Communications (TMUS) | 2.6 | $7.8M | 75k | 104.15 | |
| Conyers Park Ii Acquisition Com Cl A | 2.4 | $7.3M | 606k | 12.00 | |
| Uber Technologies (UBER) | 2.3 | $7.0M | 225k | 31.08 | |
| Atlassian Corp Cl A | 2.2 | $6.5M | 36k | 180.28 | |
| Twilio Cl A (TWLO) | 2.2 | $6.5M | 30k | 219.41 | |
| Paypal Holdings (PYPL) | 2.1 | $6.3M | 36k | 174.22 | |
| NVIDIA Corporation (NVDA) | 2.0 | $6.1M | 16k | 379.94 | |
| Nike CL B (NKE) | 2.0 | $5.9M | 60k | 98.05 | |
| Global Payments (GPN) | 1.8 | $5.5M | 32k | 169.63 | |
| Iqvia Holdings (IQV) | 1.8 | $5.4M | 38k | 141.87 | |
| Crescent Acquisition Corp Com Cl A | 1.7 | $5.1M | 485k | 10.46 | |
| Planet Fitness Cl A (PLNT) | 1.7 | $5.1M | 84k | 60.58 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $4.6M | 13k | 362.34 | |
| Vertiv Holdings *w Exp 06/12/202 | 1.5 | $4.6M | 1.2M | 3.99 | |
| Viavi Solutions Inc equities (VIAV) | 0.8 | $2.4M | 190k | 12.74 | |
| Netflix (NFLX) | 0.8 | $2.3M | 5.0k | 455.00 | |
| CIRCOR International | 0.7 | $2.2M | 86k | 25.48 | |
| Insurance Acquisition Corp Cl A | 0.7 | $2.0M | 155k | 12.96 | |
| Icici Bank Sponsored Ads (IBN) | 0.6 | $1.9M | 200k | 9.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $1.8M | 18k | 100.28 | |
| Carvana Cl A (CVNA) | 0.6 | $1.8M | 15k | 120.20 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.4 | $1.3M | 28k | 45.45 | |
| Foley Trasimene Acquistn Cor Unit 99/99/9999 | 0.4 | $1.1M | 100k | 10.67 | |
| Collier Creek Holdings Com Cl A | 0.3 | $1.0M | 75k | 13.71 | |
| Guardant Health (GH) | 0.2 | $584k | 7.2k | 81.11 | |
| Gs Acquisition Hldgs Corp Ii Unit 99/99/9999 | 0.2 | $526k | 50k | 10.52 | |
| Bridgebio Pharma (BBIO) | 0.1 | $411k | 13k | 32.62 |
