13F HOLDINGS REPORT
Ratan Capital Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001566887-23-000004
Total Value
$37,619
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 33,565 | $7,114 | 18.91% |
| 2 | AMAZON COM INC | AMZN | 64,500 | $6,662 | 17.71% |
| 3 | JANUS INTERNATIONAL GROUP IN | JBI | 492,087 | $4,852 | 12.90% |
| 4 | VERTIV HOLDINGS LLC | VRT | 283,978 | $4,064 | 10.80% |
| 5 | MICROSOFT CORP | MSFT | 7,250 | $2,090 | 5.56% |
| 6 | SHIFT4 PMTS INC | 82452J109 | 20,975 | $1,590 | 4.23% |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 12,000 | $1,432 | 3.81% |
| 8 | DANAHER CORPORATION | 235851102 | 5,600 | $1,411 | 3.75% |
| 9 | MIRION TECHNOLOGIES INC | MIR | 701,820 | $1,246 | 3.31% |
| 10 | MASTERCARD INC | MA | 3,100 | $1,127 | 3.00% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 1,550 | $893 | 2.37% |
| 12 | NVIDIA CORPORATION | NVDA | 3,000 | $833 | 2.21% |
| 13 | T-MOBILE US INC | TMUSZ | 5,000 | $724 | 1.92% |
| 14 | RELAY THERAPEUTICS INC | RLAY | 40,500 | $667 | 1.77% |
| 15 | IQVIA HLDGS INC | IQV | 3,342 | $665 | 1.77% |
| 16 | KEYSIGHT TECHNOLOGIES INC | KEYS | 3,650 | $589 | 1.57% |
| 17 | SERVICE NOW INC | NOW | 1,200 | $558 | 1.48% |
| 18 | RAYTHEON TECHNOLOGIES CORP | RTX | 5,000 | $490 | 1.30% |
| 19 | HDFC BANK LTD | HDB | 6,500 | $433 | 1.15% |
| 20 | MIRION TECHNOLOGIES INC | MIR | 20,487 | $175 | 0.47% |
| 21 | AURORA INNOVATION INC | AUROW | 11,494 | $2 | 0.01% |
| 22 | SARCOS TECHN AND ROBOTICS CO | PDYNW | 20,407 | $2 | 0.01% |