Ratan Capital Management LP — 13F holdings

Ratan Capital Management LP reported 48 holdings worth $310M in its 13F filing for Q2 2026, filed August 18, 2026.

Largest positions

  1. SIMO SILICON MOTION TECHNOLOGY CO — $39.2M (12.7%)
  2. VST VISTRA CORP — $25.8M (8.3%)
  3. Intel Corp — $25.6M (8.3%)
  4. AMZN AMAZON COM INC — $22.5M (7.3%)
  5. QCOM QUALCOMM INC — $20.0M (6.5%)
  6. FRMI FERMI INC — $19.8M (6.4%)
  7. BE BLOOM ENERGY CORP — $15.8M (5.1%)
  8. ARM ARM HOLDINGS PLC — $15.4M (5.0%)
  9. MU MICRON TECHNOLOGY INC — $15.0M (4.8%)
  10. MXL MAXLINEAR INC — $13.8M (4.4%)