1y return+23.5%S&P 500 +20.9%
3y return+151.4%S&P 500 +68.5%
5y return+104.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2019: $370 against $255 in the S&P 500.2
Ratan Capital Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SIMOSilicon Motion Technology Corp | $39.2M | 12.7% | New |
| VSTVertiv Holdings Co | $25.8M | 8.3% | −41.3% |
| Intel CorpCUSIP 458110100 | $25.6M | 8.3% | +59.3% |
| AMZNAmazon.Com Inc | $22.5M | 7.3% | −49.8% |
| QCOMQualcomm Inc | $20.0M | 6.5% | New |
| FRMIFermi Inc | $19.8M | 6.4% | New |
| BEBloom Energy Corp | $15.8M | 5.1% | −15.0% |
| ARMArm Holdings Plc | $15.4M | 5.0% | New |
| MUMicron Technology Inc | $15.0M | 4.8% | New |
| MXLMaxLinear Inc | $13.8M | 4.4% | New |
| AMDAdvanced Micro Devices Inc | $13.7M | 4.4% | −11.6% |
| LIONLionsgate Studios Corp | $11.3M | 3.6% | −44.3% |
| GOOGLAlphabet Inc | $7.4M | 2.4% | −41.2% |
| EVCEntravision Communications Corp | $6.8M | 2.2% | New |
| Bausch Lomb CorpCUSIP 717051076 | $6.4M | 2.1% | −28.5% |
| Cerebras Systems IncCUSIP 15674D103 | $4.6M | 1.5% | New |
| RHLDResolute Holdings Management Inc | $4.5M | 1.5% | −21.6% |
| PUMPProPetro Holding Corp | $4.2M | 1.4% | −30.5% |
| SNDKSandisk Corp | $4.0M | 1.3% | New |
| Seagate Technology Holdings PLCCUSIP G7997R103 | $3.6M | 1.2% | New |
| AXT IncCUSIP 05459C108 | $3.6M | 1.2% | New |
| RXTRackspace Technology Inc | $2.6M | 0.9% | New |
| WOLFWolfspeed Inc | $2.5M | 0.8% | New |
| TET1 Energy Inc | $1.9M | 0.6% | New |
| ASML Holding NVCUSIP N07059210 | $1.8M | 0.6% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $15.8M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $13.7M |
| KEYSKeysight Technologies Inc | March 31, 2021 | +144.1% | $1.3M |
| VSTVertiv Holdings Co | March 31, 2024 | +127.8% | $25.8M |
| LIONLionsgate Studios Corp | September 30, 2025 | +121.9% | $11.3M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $839K |
| MAMasterCard Inc | June 30, 2020 | +73.7% | $1.6M |
| AMZNAmazon.Com Inc | June 30, 2020 | +72.8% | $22.5M |
| PUMPProPetro Holding Corp | December 31, 2025 | +50.8% | $4.2M |
| SOLVSolventum Corp | June 30, 2024 | +45.9% | $1.5M |
Sold off last quarter
- NVDANVIDIA Corp was $30.3M
- AVGOBroadcom Inc was $12.9M
- FIGRFigure Technology Solutions Inc was $8.5M
- APPApplovin Corp was $7.2M
- SEISolaris Energy Infrastructure Inc was $6.2M
- PLTRPalantir Technologies Inc was $5.5M
- LITELumentum Holdings Inc was $4.8M
- APLDApplied Digital Corp was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.2% | +14.8% |
| March 31, 2026 | −10.8% | −4.6% |
| December 31, 2025 | −1.9% | +2.4% |
| September 30, 2025 | +16.4% | +7.8% |
| June 30, 2025 | +36.3% | +10.5% |
| March 31, 2025 | −18.1% | −4.6% |
| December 31, 2024 | +5.5% | +2.1% |
| September 30, 2024 | +7.7% | +5.4% |
| June 30, 2024 | +6.9% | +4.0% |
| March 31, 2024 | +20.7% | +10.0% |
| December 31, 2023 | +17.9% | +11.2% |
| September 30, 2023 | +5.5% | −3.6% |
| June 30, 2023 | +24.2% | +8.3% |
| March 31, 2023 | +19.7% | +7.0% |
| December 31, 2022 | −3.7% | +7.1% |
| September 30, 2022 | +0.1% | −5.3% |
| June 30, 2022 | −30.5% | −16.5% |
| March 31, 2022 | −15.6% | −4.9% |
| December 31, 2021 | −0.1% | +10.7% |
| September 30, 2021 | −3.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ratan Capital Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1566887&type=13F-HR&dateb=&owner=include&count=40CIK 1566887
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1566887/000156688726000004/Filed August 18, 2026 · accession 0001566887-26-000004