Ratan Capital Management LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Microsoft Corp | 0 | 57,839 | +57,839 | 0 | 26,883,952 | +26,883,952 |
| Applovin Corp | 0 | 42,230 | +42,230 | 0 | 28,455,418 | +28,455,418 |
| NVIDIA Corp | 0 | 210,693 | +210,693 | 0 | 39,294,245 | +39,294,245 |
| Amazon.Com Inc | 0 | 149,047 | +149,047 | 0 | 33,825,979 | +33,825,979 |
| Meta Platforms Inc | 0 | 44,474 | +44,474 | 0 | 28,696,752 | +28,696,752 |
| Solaris Energy Infrastructure Inc | 0 | 250,095 | +250,095 | 0 | 11,496,867 | +11,496,867 |
| Bloom Energy Corp | 0 | 116,504 | +116,504 | 0 | 10,123,033 | +10,123,033 |
| Oracle Corp | 0 | 48,000 | +48,000 | 0 | 9,355,680 | +9,355,680 |
| MP Materials Corp | 0 | 140,000 | +140,000 | 0 | 7,072,800 | +7,072,800 |
| Advanced Micro Devices Inc | 0 | 30,000 | +30,000 | 0 | 6,424,800 | +6,424,800 |
| ProPetro Holding Corp | 0 | 658,860 | +658,860 | 0 | 6,265,759 | +6,265,759 |
| ALPHABET INC CLASS A | 0 | 20,000 | +20,000 | 0 | 6,260,000 | +6,260,000 |
| Figure Technology Solutions Inc | 0 | 405,780 | +405,780 | 0 | 16,572,055 | +16,572,055 |
| Broadcom Inc | 0 | 39,490 | +39,490 | 0 | 13,667,489 | +13,667,489 |
| Boeing Co | 0 | 68,000 | +68,000 | 0 | 14,112,800 | +14,112,800 |
| Unity Software Inc | 0 | 126,399 | +126,399 | 0 | 5,583,044 | +5,583,044 |
| Lionsgate Studios Corp | 0 | 1,368,972 | +1,368,972 | 0 | 12,498,714 | +12,498,714 |
| Solventum Corp | 0 | 250,605 | +250,605 | 0 | 18,273,140 | +18,273,140 |
| Fermi Inc | 0 | 240,911 | +240,911 | 0 | 1,927,288 | +1,927,288 |
| Bausch Lomb Corp | 0 | 650,712 | +650,712 | 0 | 10,943,361 | +10,943,361 |
| RTX Corp | 0 | 5,000 | +5,000 | 0 | 917,000 | +917,000 |
| Invesco QQQ Trust Series 1 | 0 | 864 | +864 | 0 | 530,764 | +530,764 |
| Carpenter Technology Corp | 0 | 6,407 | +6,407 | 0 | 2,017,180 | +2,017,180 |
| Thermo Fisher Scientific Inc | 0 | 1,550 | +1,550 | 0 | 898,148 | +898,148 |
| Veralto Corp | 0 | 1,866 | +1,866 | 0 | 186,189 | +186,189 |
| Danaher Corp | 0 | 5,600 | +5,600 | 0 | 1,281,952 | +1,281,952 |
| IQVIA Holdings Inc | 0 | 3,342 | +3,342 | 0 | 753,320 | +753,320 |
| Keysight Technologies Inc | 0 | 3,650 | +3,650 | 0 | 741,644 | +741,644 |
| HDFC Bank Ltd | 0 | 13,000 | +13,000 | 0 | 475,020 | +475,020 |
| MasterCard Inc | 0 | 3,100 | +3,100 | 0 | 1,769,728 | +1,769,728 |
| Starbucks Corp | 0 | 6,004 | +6,004 | 0 | 505,597 | +505,597 |
| iShares China Large-Cap ETF | 0 | 15,000 | +15,000 | 0 | 574,350 | +574,350 |
| ServiceNow Inc | 0 | 6,000 | +6,000 | 0 | 919,140 | +919,140 |
| Janus International Group Inc | 0 | 27,401 | +27,401 | 0 | 179,203 | +179,203 |
| Black Rock Coffee Bar Inc | 0 | 320,000 | +320,000 | 0 | 7,120,000 | +7,120,000 |
| Sensient Technologies Corp | 0 | 90,575 | +90,575 | 0 | 8,509,521 | +8,509,521 |
| Grupo Financiero Galicia SA | 0 | 0 | 0 | 0 | 0 | 0 |
| Shift4 Payments Inc | 0 | 85,703 | +85,703 | 0 | 4,596,999 | +4,596,999 |
| Vistra Corp | 0 | 196,476 | +196,476 | 0 | 23,824,180 | +23,824,180 |
| Ramaco Resources Inc | 0 | 0 | 0 | 0 | 0 | 0 |