Ratan Capital Management LP activity

Every position Nehal Chopra opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 18 Aug. Sitewide activity

New 20

Add 1

Reduce 14

Exit 8

43 shown

Ticker	Action	Δ weight	Detail	Period
SIMO	New	0% to 12.7%	$39M	Q1→Q2
QCOM	New	0% to 6.5%	$20M	Q1→Q2
FRMI	New	0% to 6.4%	$20M	Q1→Q2
ARM	New	0% to 5.0%	$15M	Q1→Q2
MU	New	0% to 4.8%	$15M	Q1→Q2
MaxLinear	New	0% to 4.5%	$14M	Q1→Q2
EVC	New	0% to 2.2%	$6.8M	Q1→Q2
CBRS	New	0% to 1.5%	$4.6M	Q1→Q2
SNDK	New	0% to 1.3%	$4M	Q1→Q2
STX	New	0% to 1.2%	$3.6M	Q1→Q2
AXT	New	0% to 1.2%	$3.6M	Q1→Q2
RXT	New	0% to 0.85%	$2.6M	Q1→Q2
WOLF	New	0% to 0.80%	$2.5M	Q1→Q2
TE	New	0% to 0.61%	$1.9M	Q1→Q2
ASML	New	0% to 0.58%	$1.8M	Q1→Q2
INBX	New	0% to 0.51%	$1.6M	Q1→Q2
IREN	New	0% to 0.35%	$1.1M	Q1→Q2
Fannie Mae	New	0% to 0.17%	$514K	Q1→Q2
Freddie Mac	New	0% to 0.15%	$454K	Q1→Q2
Starz Entertainment	New	0% to 0.12%	$368K	Q1→Q2
NVDA	Exit	11.3% to 0%	$30M	Q1→Q2
AVGO	Exit	4.8% to 0%	$13M	Q1→Q2
FIGR	Exit	3.2% to 0%	$8.5M	Q1→Q2
APP	Exit	2.7% to 0%	$7.2M	Q1→Q2
SEI	Exit	2.3% to 0%	$6.2M	Q1→Q2
PLTR	Exit	2.0% to 0%	$5.5M	Q1→Q2
LITE	Exit	1.8% to 0%	$4.8M	Q1→Q2
APLD	Exit	0.44% to 0%	$1.2M	Q1→Q2
INTC	Add	1.9% to 8.3%	+59.3% sh	Q1→Q2
META	Reduce	12.0% to 0.18%	−98.2% sh	Q1→Q2
AMZN	Reduce	14.5% to 7.3%	−49.8% sh	Q1→Q2
QQQ	Reduce	3.5% to 0.15%	−50.8% sh	Q1→Q2
VST	Reduce	10.8% to 8.3%	−41.3% sh	Q1→Q2
AMD	Reduce	2.0% to 4.4%	−11.6% sh	Q1→Q2
BA	Reduce	2.4% to 0.21%	−90.7% sh	Q1→Q2
BE	Reduce	3.1% to 5.1%	−15.0% sh	Q1→Q2
GOOGL	Reduce	3.8% to 2.4%	−41.2% sh	Q1→Q2
Bausch Lomb	Reduce	3.2% to 2.1%	−28.5% sh	Q1→Q2
LION	Reduce	4.7% to 3.6%	−44.3% sh	Q1→Q2
RHLD	Reduce	2.4% to 1.5%	−21.6% sh	Q1→Q2
PUMP	Reduce	2.3% to 1.4%	−30.5% sh	Q1→Q2
OCUL	Reduce	0.59% to 0.22%	−62.5% sh	Q1→Q2
FOUR	Reduce	0.74% to 0.39%	−45.1% sh	Q1→Q2