
RATAN CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | LION | 1.37M | $12.50M |
![]() | PUMP | 659K | $6.27M |
![]() | FIGR | 406K | $16.57M |
![]() | BRCB | 320K | $7.12M |
![]() | SOLV | 251K | $18.27M |
![]() | SEI | 250K | $11.50M |
![]() | FRMI | 241K | $1.93M |
![]() | NVDA | 211K | $39.29M |
![]() | VST | 196K | $23.82M |
![]() | AMZN | 149K | $33.83M |
![]() | MP | 140K | $7.07M |
![]() | U | 126K | $5.58M |
![]() | BE | 117K | $10.12M |
![]() | SXT | 91K | $8.51M |
![]() | FOUR | 86K | $4.60M |
![]() | BA | 68K | $14.11M |
![]() | MSFT | 58K | $26.88M |
![]() | ORCL | 48K | $9.36M |
![]() | META | 44K | $28.70M |
![]() | APP | 42K | $28.46M |

Lionsgate Studios Corp.
LION
Shares Held
1.37M
Value
$12.50M

ProPetro Holding Corp.
PUMP
Shares Held
659K
Value
$6.27M

Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
406K
Value
$16.57M

Black Rock Coffee Bar, Inc. Class A Common Stock
BRCB
Shares Held
320K
Value
$7.12M

Solventum Corporation
SOLV
Shares Held
251K
Value
$18.27M

Solaris Energy Infrastructure, Inc.
SEI
Shares Held
250K
Value
$11.50M

Fermi Inc. Common Stock
FRMI
Shares Held
241K
Value
$1.93M

NVIDIA Corporation
NVDA
Shares Held
211K
Value
$39.29M

Vistra Corp.
VST
Shares Held
196K
Value
$23.82M

Amazon.com, Inc.
AMZN
Shares Held
149K
Value
$33.83M

MP Materials Corp.
MP
Shares Held
140K
Value
$7.07M

Unity Software Inc.
U
Shares Held
126K
Value
$5.58M

Bloom Energy Corporation
BE
Shares Held
117K
Value
$10.12M

Sensient Technologies Corporation
SXT
Shares Held
91K
Value
$8.51M

Shift4 Payments, Inc.
FOUR
Shares Held
86K
Value
$4.60M

The Boeing Company
BA
Shares Held
68K
Value
$14.11M

Microsoft Corporation
MSFT
Shares Held
58K
Value
$26.88M

Oracle Corporation
ORCL
Shares Held
48K
Value
$9.36M

Meta Platforms, Inc.
META
Shares Held
44K
Value
$28.70M

AppLovin Corporation
APP
Shares Held
42K
Value
$28.46M
