Ratan Capital Management LP - Q42025 Holdings

Ratan Capital Management LP holds 38 stocks with a total portfolio value of $ 363.53M as of Q42025. In Q42025, Ratan Capital Management LP added 11 new positions, increased stakes in 14 stocks, reduced 3 holdings, and fully exited 2 positions. The largest holding is Nvidia Corp (NVDA), representing 10.81% of the total portfolio.