Ratan Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$652.0B
Holdings
39
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corp | 834,930 | $112.1B | 17.20% | |
| 2 | TSLATesla Inc | 174,408 | $70.4B | 10.80% | |
| 3 | VRTVertiv Holdings Co | 522,085 | $59.3B | 9.10% | |
| 4 | MSFTMicrosoft Corp | 118,155 | $49.8B | 7.64% | |
| 5 | AMZNAmazon.Com Inc | 210,379 | $46.2B | 7.08% | |
| 6 | VSTVistra Corp | 257,389 | $35.5B | 5.44% | |
| 7 | IBITiShares Bitcoin Trust ETF | 630,000 | $33.4B | 5.13% | |
| 8 | METAMeta Platforms Inc | 45,806 | $26.8B | 4.11% | |
| 9 | BABoeing Co | 116,465 | $20.6B | 3.16% | |
| 10 | AVGOBroadcom Inc | 79,610 | $18.5B | 2.83% | |
| 11 | CRSCarpenter Technology Corp | 106,919 | $18.1B | 2.78% | |
| 12 | SBUXStarbucks Corp | 172,000 | $15.7B | 2.41% | |
| 13 | BLCOBausch Lomb Corp | 811,368 | $14.7B | 2.25% | |
| 14 | LLYEli Lilly and Co | 16,434 | $12.7B | 1.95% | |
| 15 | GOOGLALPHABET INC CLASS A | 62,350 | $11.8B | 1.81% | |
| 16 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 50,948 | $9.7B | 1.49% | |
| 17 | JANXJanux Therapeutics Inc | 179,307 | $9.6B | 1.47% | |
| 18 | JDJD.com Inc | 228,000 | $8.3B | 1.27% | |
| 19 | COINCoinbase Global Inc | 25,643 | $8.1B | 1.24% | |
| 20 | NOWServiceNow Inc | 7,622 | $8.1B | 1.24% | |
| 21 | FOURShift4 Payments Inc | 70,902 | $7.8B | 1.19% | |
| 22 | CRDOCredo Technology Group Holding Ltd | 100,000 | $6.7B | 1.03% | |
| 23 | BABAAlibaba Group Holding Ltd | 70,000 | $5.8B | 0.89% | |
| 24 | ARMArm Holdings Plc | 42,099 | $5.7B | 0.88% | |
| 25 | DYNDyne Therapeutics Inc | 230,900 | $5.4B | 0.83% | |
| 26 | DHRDanaher Corp | 21,600 | $5.0B | 0.76% | |
| 27 | COHRCoherent Corp | 44,000 | $4.6B | 0.71% | |
| 28 | TMOThermo Fisher Scientific Inc | 7,050 | $3.6B | 0.55% | |
| 29 | IQVIQVIA Holdings Inc | 17,742 | $3.6B | 0.55% | |
| 30 | DDOGDatadog Inc | 19,649 | $3.0B | 0.47% | |
| 31 | FSLRFirst Solar Inc | 15,000 | $2.8B | 0.43% | |
| 32 | JBIJanus International Group Inc | 322,354 | $2.4B | 0.37% | |
| 33 | PDDPDD Holdings Inc | 17,000 | $1.7B | 0.26% | |
| 34 | MAMasterCard Inc | 3,100 | $1.6B | 0.25% | |
| 35 | S9QSpirit Aerosystems Holdings Inc | 25,017 | $852.6M | 0.13% | |
| 36 | KEYSKeysight Technologies Inc | 3,650 | $588.3M | 0.09% | |
| 37 | RTXRTX Corp | 5,000 | $578.6M | 0.09% | |
| 38 | HDBHDFC Bank Ltd | 6,500 | $415.1M | 0.06% | |
| 39 | SOLVSolventum Corp | 4,800 | $317.1M | 0.05% |