Holdings
Ratan Capital Management LP
As of Jun 30, 2026, Ratan Capital Management LP reported 36 positions worth US$209M. Largest: Vistra Corp., Amazon.com, Inc. and Qualcomm Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vistra Corp. | 86,728 | US$25.8M | −61,038 | Jun 30, 2026 |
| Amazon.com, Inc. | 94,288 | US$22.5M | −93,623 | Jun 30, 2026 |
| Qualcomm Incorporated | 108K | US$20M | new | Jun 30, 2026 |
| Fermi Inc. | 2.16M | US$19.8M | new | Jun 30, 2026 |
| Bloom Energy Corporation | 52,249 | US$15.8M | −9,245 | Jun 30, 2026 |
| Micron Technology, Inc. | 13,000 | US$15M | new | Jun 30, 2026 |
| Maxlinear, Inc | 108K | US$13.8M | new | Jun 30, 2026 |
| Advanced Micro Devices Inc | 23,604 | US$13.7M | −3,092 | Jun 30, 2026 |
| Lionsgate Studios Corp | 736K | US$11.3M | −585K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 20,697 | US$7.4M | −14,494 | Jun 30, 2026 |