HoldingsChannel.com
Ratan Capital Management LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 140,000 +110,000 $22,079
     MSFT140,000+110,000$22,079
TECHNOLOGY SELECT SPDR (XLK) 268,800 +268,800 $21,603
     XLK268,800+268,800$21,603
CLARVIATE ANALYTICS PLC 877,177 -1,397,823 $18,201
     CCC877,177-747,823$18,201
VERTIV HOLDINGS LLC      $16,731
     VRT1,694,917+1,694,917$14,661
     VRT.WT1,150,000+1,150,000$2,070
AMAZON COM INC 8,050 +5,450 $15,695
     AMZN8,050+5,450$15,695
RINGCENTRAL INC 72,928 +9,503 $15,454
     RNG72,928+9,503$15,454
ALTERYX INC 79,653 -347 $7,581
     AYX79,653-347$7,581
STARBUCKS CORP 100,000 +100,000 $6,574
     SBUX100,000+100,000$6,574
SERVICE NOW INC 22,562 -1,500 $6,466
     NOW22,562-1,500$6,466
CONYERS PARK II ACQUISITION 605,700 UNCH $6,393
     CPAAU605,700UNCH$6,393
MONGODB INC 45,392 +4,004 $6,198
     MDB45,392+4,004$6,198
DATADOG INC CLASS A 169,772 +68,808 $6,108
     DDOG169,772+68,808$6,108
NETFLIX INC 14,670 +14,670 $5,509
     NFLX14,670+14,670$5,509
ATLASSIAN CORP PLC 38,576 +2,576 $5,295
     TEAM38,576+2,576$5,295
CERIDIAN HCM HLDG INC 104,104 UNCH $5,212
     CDAY104,104UNCH$5,212
T MOBILE US INC 60,000 +60,000 $5,034
     TMUS60,000+60,000$5,034
UNITEDHEALTH GROUP INC 18,000 +18,000 $4,489
     UNH18,000+18,000$4,489
VIAVI SOLUTIONS INC 393,968 +289,634 $4,416
     VIAV393,968+289,634$4,416
PAYPAL HOLDINGS INC 40,395 +14,395 $3,867
     PYPL40,395+14,395$3,867
THERMO FISHER SCIENTIFIC INC 12,800 UNCH $3,630
     TMO12,800UNCH$3,630
SALESFORCE COM INC 22,000 +22,000 $3,168
     CRM22,000+22,000$3,168
NVIDIA CORP 12,000 +12,000 $3,163
     NVDA12,000+12,000$3,163
TWILIO INC 34,557 -17,443 $3,093
     TWLO34,557-17,443$3,093
NIKE INC 35,349 +35,349 $2,925
     NKE35,349+35,349$2,925
GLOBAL PAYMENTS INC 17,000 -3,000 $2,452
     GPN17,000-3,000$2,452
MASTERCARD INC 10,000 UNCH $2,416
     MA10,000UNCH$2,416
ICICI BANK LTD 200,000 UNCH $1,700
     IBN200,000UNCH$1,700
VEEVA SYS INC 10,400 UNCH $1,626
     VEEV10,400UNCH$1,626
COUPA SOFTWARE INC 9,000 +9,000 $1,258
     COUP9,000+9,000$1,258
ADAPTIVE BIOTECHNOLOGIES COR 41,550 -19,900 $1,154
     ADPT41,550-19,900$1,154
UBER TECHNOLOGIES INC 40,711 +40,711 $1,137
     UBER40,711+40,711$1,137
HDFC BANK LTD 27,854 -71,801 $1,071
     HDB27,854-71,801$1,071
IQVIA HLDGS INC 9,403 -24,471 $1,014
     IQV9,403-24,471$1,014
BRIDGEBIO PHARMA INC 18,000 UNCH $522
     BBIO18,000UNCH$522
GUARDANT HEALTH INC 7,200 -5,500 $501
     GH7,200-5,500$501

See Full List: All Stocks Held By Ratan Capital Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ratan Capital Management LP

Size ($ in 1000's)
At 03/31/2020: $214,223
At 12/31/2019: $187,193

Ratan Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ratan Capital Management LP 13F filings. Link to 13F filings: SEC filings

Ratan Capital Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.