Manager activity

Ratan Capital Management LP

Nehal Chopra

2026 Q2 vs 2026 Q1 · filed 18 Aug · all filings · sitewide activity

New 20

Add 1

Reduce 14

Exit 8

43 shown

ticker	action	Δ weight	detail	period
SIMO	New	+12.65%	opened 12.7%	Q1→Q2
QCOM	New	+6.47%	opened 6.5%	Q1→Q2
FRMI	New	+6.38%	opened 6.4%	Q1→Q2
ARM	New	+4.98%	opened 5.0%	Q1→Q2
MU	New	+4.84%	opened 4.8%	Q1→Q2
Maxlinear	New	+4.45%	opened 4.5%	Q1→Q2
EVC	New	+2.20%	opened 2.2%	Q1→Q2
CBRS	New	+1.50%	opened 1.5%	Q1→Q2
SNDK	New	+1.28%	opened 1.3%	Q1→Q2
STX	New	+1.17%	opened 1.2%	Q1→Q2
Axt	New	+1.16%	opened 1.2%	Q1→Q2
RXT	New	+0.85%	opened 0.85%	Q1→Q2
WOLF	New	+0.80%	opened 0.80%	Q1→Q2
TE	New	+0.61%	opened 0.61%	Q1→Q2
ASML	New	+0.58%	opened 0.58%	Q1→Q2
INBX	New	+0.51%	opened 0.51%	Q1→Q2
IREN	New	+0.35%	opened 0.35%	Q1→Q2
Federal National	New	+0.17%	opened 0.17%	Q1→Q2
Federal Home	New	+0.15%	opened 0.15%	Q1→Q2
Starz Entertainment	New	+0.12%	opened 0.12%	Q1→Q2
NVDA	Exit	−11.27%	was 11.3%	Q1→Q2
AVGO	Exit	−4.81%	was 4.8%	Q1→Q2
FIGR	Exit	−3.16%	was 3.2%	Q1→Q2
APP	Exit	−2.68%	was 2.7%	Q1→Q2
SEI	Exit	−2.31%	was 2.3%	Q1→Q2
PLTR	Exit	−2.04%	was 2.0%	Q1→Q2
LITE	Exit	−1.79%	was 1.8%	Q1→Q2
APLD	Exit	−0.44%	was 0.44%	Q1→Q2
INTC	Add	+6.39%	+59.3% sh	Q1→Q2
META	Reduce	−11.85%	−98.2% sh	Q1→Q2
AMZN	Reduce	−7.28%	−49.8% sh	Q1→Q2
QQQ	Reduce	−3.36%	−50.8% sh	Q1→Q2
VST	Reduce	−2.50%	−41.3% sh	Q1→Q2
AMD	Reduce	+2.41%	−11.6% sh	Q1→Q2
BA	Reduce	−2.18%	−90.7% sh	Q1→Q2
BE	Reduce	+2.01%	−15.0% sh	Q1→Q2
GOOGL	Reduce	−1.37%	−41.2% sh	Q1→Q2
Bausch Lomb	Reduce	−1.12%	−28.5% sh	Q1→Q2
LION	Reduce	−1.07%	−44.3% sh	Q1→Q2
RHLD	Reduce	−0.94%	−21.6% sh	Q1→Q2
PUMP	Reduce	−0.90%	−30.5% sh	Q1→Q2
OCUL	Reduce	−0.37%	−62.5% sh	Q1→Q2
FOUR	Reduce	−0.35%	−45.1% sh	Q1→Q2