Paritosh Gupta
@Ratan Capital Management Lp
Latest period2024 - Q3ReportedManaged Assets$371.03MTotal holdings33
Assets growth rate12.33%Assets growth rate (2-Q avg)43.98%Continuous growth in asset value6 quarters
Portfolio positions
This chart displays the top 10 holdings in Ratan Capital Management Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 33 positions.
Assets under management
The assets under management (AUM) of Ratan Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 371.03M in assets, with a quarterly growth rate of 12.33% and a 2-quarter average growth rate of 43.98%. The portfolio is managed by Paritosh Gupta, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NVDANvidia Corp
| 16.24% | $60.248M 496,110 shares@ $121.44 avg price | Increased 11.21% |
VRTVertiv Holdings Co
| 14.94% | $55.424M 557,085 shares@ $99.49 avg price | Decreased -1.31% |
VSTVistra Corp
| 9.94% | $36.878M 311,100 shares@ $118.54 avg price | Increased 19.89% |
MSFTMicrosoft Corp
| 7.91% | $29.327M 68,155 shares@ $430.3 avg price | Increased 78.12% |
AMZNAmazon.com Inc
| 7.79% | $28.87M 154,942 shares@ $186.33 avg price | Increased 35.91% |
METAMeta Platforms Inc
| 4.76% | $17.643M 31,046 shares@ $568.29 avg price | Increased 7.13% |
CRSCarpenter Technology Corp
| 3.86% | $14.294M 89,693 shares@ $159.37 avg price | Increased 0.2% |
SBUXStarbucks Corp
| 3.32% | $12.284M 126,004 shares@ $97.49 avg price | New Position |
AVGOBroadcom Inc
| 3.07% | $11.386M 66,005 shares@ $172.5 avg price | New Position |
LLYEli Lilly And Co
| 2.87% | $10.631M 12,000 shares@ $885.94 avg price | Increased 50% |