News + Filings Holdings
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Ratan Capital Management LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Vertiv Holdings Co
| | Common | 461,278 | 177,300 | 11,426,000 | 7,362,000 | 15.81 | 0.12 |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 30,001 | -3,564 | 8,610,000 | 1,496,000 | 11.91 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 53,600 | -10,900 | 6,987,000 | 325,000 | 9.67 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 14,500 | 11,500 | 6,134,000 | 5,301,000 | 8.49 | 0.00 |
Hist
| 06/30/2023 |
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TAKE TWO INTERACTIVE SOFTWARE INC
| TTWO | Common | 30,000 | 18,000 | 4,415,000 | 2,983,000 | 6.11 | |
Hist
| 06/30/2023 |
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Janus International Group, Inc.
| JBI | Common | 392,087 | -100,000 | 4,180,000 | -672,000 | 5.78 | 0.27 |
Hist
| 06/30/2023 |
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THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 7,050 | 5,500 | 3,678,000 | 2,785,000 | 5.09 | 0.00 |
Hist
| 06/30/2023 |
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PFIZER INC
| PFE | Common | 70,054 | 70,054 | 2,570,000 | 2,570,000 | 3.56 | 0.00 |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 7,250 | 0 | 2,469,000 | 379,000 | 3.42 | 0.00 |
Hist
| 06/30/2023 |
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Bausch & Lomb Corp
| BLCO | COM | 121,471 | 121,471 | 2,438,000 | 2,438,000 | 3.37 | 0.03 |
Hist
| 06/30/2023 |
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FEDEX CORP
| FDX | Common | 9,500 | 9,500 | 2,355,000 | 2,355,000 | 3.26 | 0.00 |
Hist
| 06/30/2023 |
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Activision Blizzard, Inc.
| ATVI | STOCK | 20,000 | 20,000 | 1,686,000 | 1,686,000 | 2.33 | 0.00 |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 15,000 | 15,000 | 1,514,000 | 1,514,000 | 2.09 | |
Hist
| 06/30/2023 |
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Shift4 Payments, Inc.
| FOUR | CL A | 20,975 | 0 | 1,424,000 | -166,000 | 1.97 | |
Hist
| 06/30/2023 |
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Mirion Technologies, Inc.
| MIR/WS | *W EXP 06/30/202 | 701,820 | 0 | 1,392,000 | 146,000 | 1.93 | |
Hist
| 06/30/2023 |
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DANAHER CORP /DE/
| DHR | Common | 5,600 | 0 | 1,344,000 | -67,000 | 1.86 | 0.00 |
Hist
| 06/30/2023 |
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Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 15,000 | 15,000 | 1,250,000 | 1,250,000 | 1.73 | |
Hist
| 06/30/2023 |
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Mastercard Inc
| MA | CL A | 3,100 | 0 | 1,219,000 | 92,000 | 1.69 | |
Hist
| 06/30/2023 |
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Super Micro Computer, Inc.
| SMCI | Common | 4,000 | 4,000 | 997,000 | 997,000 | 1.38 | |
Hist
| 06/30/2023 |
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FARMER BROTHERS CO
| FARM | Common | 335,688 | 335,688 | 930,000 | 930,000 | 1.29 | 1.67 |
Hist
| 06/30/2023 |
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Oscar Health, Inc.
| OSCR | COM | 100,000 | 100,000 | 806,000 | 806,000 | 1.12 | |
Hist
| 06/30/2023 |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Stock | 9,646 | 9,646 | 779,000 | 779,000 | 1.08 | 0.00 |
Hist
| 06/30/2023 |
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IQVIA HOLDINGS INC.
| IQV | COM | 3,342 | 0 | 751,000 | 86,000 | 1.04 | |
Hist
| 06/30/2023 |
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T-Mobile US, Inc.
| TMUS | COM | 5,000 | 0 | 695,000 | -29,000 | 0.96 | 0.00 |
Hist
| 06/30/2023 |
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ServiceNow, Inc.
| NOW | COM | 1,200 | 0 | 674,000 | 116,000 | 0.93 | |
Hist
| 06/30/2023 |
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Keysight Technologies, Inc.
| KEYS | COM | 3,650 | 0 | 611,000 | 22,000 | 0.85 | 0.00 |
Hist
| 06/30/2023 |
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RAYTHEON TECHNOLOGIES CORP
| RTX | COM | 5,000 | 0 | 490,000 | 0 | 0.68 | |
Hist
| 06/30/2023 |
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HDFC BANK LTD
| HDB | SPONSORED ADS | 6,500 | 0 | 453,000 | 20,000 | 0.63 | |
Hist
| 06/30/2023 |
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Aurora Innovation, Inc.
| AUROW | EQUITY WRT | 11,494 | 0 | 6,000 | 4,000 | 0.01 | |
Hist
| 06/30/2023 |
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Sarcos Technology & Robotics Corp
| STRCW | Common | 20,407 | 0 | 1,000 | -1,000 | 0.00 | 0.01 |
Hist
| 06/30/2023 |
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Mirion Technologies, Inc.
| MIR | Common | 0 | -20,487 | 0 | -175,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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