Ratan Capital Management as of Sept. 30, 2023
Portfolio Holdings for Ratan Capital Management
Ratan Capital Management holds 32 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertiv Holdings Llc vertiv holdings (VRT) | 12.8 | $17M | 454k | 37.20 | |
| Meta Platforms Cl A (META) | 11.4 | $15M | 50k | 300.20 | |
| NVIDIA Corporation (NVDA) | 10.7 | $14M | 33k | 434.99 | |
| Amazon (AMZN) | 8.9 | $12M | 92k | 127.12 | |
| Microsoft Corporation (MSFT) | 7.9 | $11M | 33k | 315.76 | |
| Danaher Corporation (DHR) | 5.7 | $7.6M | 31k | 248.10 | |
| Shift4 Pmts Cl A (FOUR) | 4.3 | $5.7M | 104k | 55.37 | |
| FedEx Corporation (FDX) | 3.9 | $5.2M | 20k | 264.90 | |
| Thermo Fisher Scientific (TMO) | 3.9 | $5.1M | 10k | 506.17 | |
| Servicenow (NOW) | 3.8 | $5.0M | 9.0k | 558.99 | |
| Take-Two Interactive Software (TTWO) | 3.4 | $4.5M | 32k | 140.38 | |
| Adobe Systems Incorporated (ADBE) | 2.5 | $3.3M | 6.4k | 509.84 | |
| Advanced Micro Devices (AMD) | 2.4 | $3.2M | 31k | 102.81 | |
| Mongodb Cl A (MDB) | 2.4 | $3.1M | 9.0k | 345.89 | |
| Shopify Cl A (SHOP) | 2.1 | $2.7M | 50k | 54.58 | |
| Repligen Corporation (RGEN) | 2.0 | $2.7M | 17k | 159.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $2.6M | 20k | 130.85 | |
| Bausch Plus Lomb Corp Common Shares (BLCO) | 1.6 | $2.1M | 122k | 16.95 | |
| Dlocal Class A Com (DLO) | 1.5 | $1.9M | 100k | 19.17 | |
| Janus International Group In Common Stock (JBI) | 1.1 | $1.5M | 139k | 10.70 | |
| M/a (MTSI) | 1.1 | $1.5M | 18k | 81.61 | |
| Mastercard Cl A (MA) | 0.9 | $1.2M | 3.1k | 395.81 | |
| Mirion Technologies *w Exp 06/30/202 (MIR.WS) | 0.8 | $1.0M | 702k | 1.48 | |
| Atlassian Corporation Cl A (TEAM) | 0.6 | $846k | 4.2k | 201.43 | |
| Oscar Health Cl A (OSCR) | 0.6 | $780k | 140k | 5.57 | |
| Iqvia Holdings (IQV) | 0.5 | $658k | 3.3k | 196.89 | |
| Keysight Technologies (KEYS) | 0.4 | $483k | 3.7k | 132.33 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $384k | 6.5k | 59.08 | |
| Datadog Cl A Com (DDOG) | 0.3 | $364k | 4.0k | 91.00 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $360k | 5.0k | 72.00 | |
| Aurora Innovation "w Exp 11/03/202 (AUROW) | 0.0 | $4.0k | 12k | 0.35 | |
| Sarcos Techn And Robotics "w Exp 06/15/202 (STRCW) | 0.0 | $999.943000 | 20k | 0.05 |
