Follow-The-Filings

Manager activity

Ratan Capital Management LP

Follow

Nehal Chopra

2026 Q1 vs 2025 Q4 · filed 14 May · all filings · sitewide activity

New 6
Add 7
Reduce 16
Exit 9

moves

38 shown

ticker action Δ port detail period
— New +2.40 pp opened 2.4% 2025Q4→2026Q1
PLTR New +2.04 pp opened 2.0% 2025Q4→2026Q1
INTC New +1.89 pp opened 1.9% 2025Q4→2026Q1
LITE New +1.79 pp opened 1.8% 2025Q4→2026Q1
— New +0.59 pp opened 0.6% 2025Q4→2026Q1
APLD New +0.44 pp opened 0.4% 2025Q4→2026Q1
ORCL Exit −2.57 pp was 2.6% 2025Q4→2026Q1
— Exit −2.34 pp was 2.3% 2025Q4→2026Q1
BRCB Exit −1.96 pp was 2.0% 2025Q4→2026Q1
MP Exit −1.95 pp was 2.0% 2025Q4→2026Q1
U Exit −1.54 pp was 1.5% 2025Q4→2026Q1
CRS Exit −0.55 pp was 0.6% 2025Q4→2026Q1
— Exit −0.53 pp was 0.5% 2025Q4→2026Q1
— Exit −0.16 pp was 0.2% 2025Q4→2026Q1
— Exit −0.05 pp was 0.1% 2025Q4→2026Q1
AMZN Add +5.22 pp +26.1% sh 2025Q4→2026Q1
META Add +4.14 pp +27.4% sh 2025Q4→2026Q1
VST Add +3.34 pp +8.8% sh 2025Q4→2026Q1
QQQ Add +3.17 pp +1690.2% sh 2025Q4→2026Q1
GOOGL Add +2.03 pp +76.0% sh 2025Q4→2026Q1
AVGO Add +1.05 pp +5.9% sh 2025Q4→2026Q1
QQQ Add +0.05 pp +1636.1% sh 2025Q4→2026Q1
MSFT Reduce −7.09 pp −96.1% sh 2025Q4→2026Q1
VST Reduce +5.42 pp −3.8% sh 2025Q4→2026Q1
APP Reduce −5.15 pp −57.1% sh 2025Q4→2026Q1
SOLV Reduce −4.54 pp −92.0% sh 2025Q4→2026Q1
BA Reduce −1.49 pp −52.5% sh 2025Q4→2026Q1
FIGR Reduce −1.40 pp −38.2% sh 2025Q4→2026Q1
— Reduce +1.27 pp −3.5% sh 2025Q4→2026Q1
VST Reduce −1.15 pp −37.0% sh 2025Q4→2026Q1
VST Reduce +0.93 pp −44.3% sh 2025Q4→2026Q1
— Reduce −0.85 pp −56.0% sh 2025Q4→2026Q1
— Reduce +0.53 pp −36.2% sh 2025Q4→2026Q1
FOUR Reduce −0.52 pp −46.7% sh 2025Q4→2026Q1
NVDA Reduce +0.46 pp −17.4% sh 2025Q4→2026Q1
BE Reduce +0.31 pp −47.2% sh 2025Q4→2026Q1
AMD Reduce +0.25 pp −11.0% sh 2025Q4→2026Q1
— Reduce +0.16 pp −17.5% sh 2025Q4→2026Q1