Ratan Capital Management LP: 13F holdings
CIK 15668872026Q2
| Positions | 47 |
|---|
| Reported value | $320.4m |
|---|
| Filed | 2026-08-18 |
|---|
Change since last quarter
| Positions | 47 (+12 vs prior quarter) |
|---|
| Reported value | $320.4m (+18.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SIMO Silicon Motion Technology Corp | 117,623 | $39.2m | 12.2% |
| VST Vertiv Holdings Co | 86,728 | $25.8m | 8.1% |
| Intel Corp | 183,653 | $25.6m | 8.0% |
| AMZN Amazon.Com Inc | 94,288 | $22.5m | 7.0% |
| QCOM Qualcomm Inc | 108,429 | $20.0m | 6.3% |
| FRMI Fermi Inc | 2,158,749 | $19.8m | 6.2% |
| BE Bloom Energy Corp | 52,249 | $15.8m | 4.9% |
| ARM Arm Holdings Plc | 43,515 | $15.4m | 4.8% |
| MU Micron Technology Inc | 13,000 | $15.0m | 4.7% |
| MXL MaxLinear Inc | 107,581 | $13.8m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1566887")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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