Ratan Capital Management LP Q2 2026 Filing
Filed August 18, 2026
Portfolio Value
$68.3B
Holdings
47
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (47 positions)
| Stock | Value |
|---|---|
FRMIFermi Inc | $19.8B |
LIONLionsgate Studios Corp | $11.3B |
EVCEntravision Communications Corp | $6.8B |
BLCOBausch Lomb Corp | $6.4B |
PUMPProPetro Holding Corp | $4.2B |
—AXT Inc | $3.6B |
RXTRackspace Technology Inc | $2.6B |
WOLFWolfspeed Inc | $2.5B |
TET1 Energy Inc | $1.9B |
INBXInhibrx Biosciences Inc | $1.6B |
SOLVSolventum Corp | $1.5B |
FOURShift4 Payments Inc | $1.2B |
IRENIREN Ltd | $1.1B |
OCULOcular Therapeutix Inc | $695.2M |
NOWServiceNow Inc | $595.7M |
FNMAFederal National Mortgage Association | $514.3M |
NDQiShares China Large-Cap ETF | $473.9M |
FMCCFederal Home Loan Mortgage Corp | $454.0M |
STRZStarz Entertainment Corp | $367.6M |
HDBHDFC Bank Ltd | $335.8M |
VLTOVeralto Corp | $165.5M |
SIMOSilicon Motion Technology Corp | $39.2M |
—Intel Corp | $25.6M |
VSTVertiv Holdings Co | $22.9M |
AMZNAmazon.Com Inc | $22.5M |
QCOMQualcomm Inc | $20.0M |
BEBloom Energy Corp | $15.8M |
ARMArm Holdings Plc | $15.4M |
MUMicron Technology Inc | $15.0M |
MXLMaxLinear Inc | $13.8M |
AMDAdvanced Micro Devices Inc | $13.7M |
GOOGLALPHABET INC | $7.4M |
—Cerebras Systems Inc | $4.6M |
RHLDResolute Holdings Management Inc | $4.5M |
SNDKSandisk Corp | $4.0M |
STXSeagate Technology Holdings PLC | $3.6M |
VSTVistra Corp | $2.9M |
ASMLASML Holding NV | $1.8M |
MAMasterCard Inc | $1.6M |
KEYSKeysight Technologies Inc | $1.3M |
DHRDanaher Corp | $1.1M |
RTXRTX Corp | $949K |
MSFTMicrosoft Corp | $839K |
TMOThermo Fisher Scientific Inc | $777K |
BABoeing Co | $649K |
IQVIQVIA Holdings Inc | $646K |
SBUXStarbucks Corp | $614K |
METAMeta Platforms Inc | $563K |