Filed: 8/18/2026ACC: 0001566887-26-000004
📋 What this filing means
RATAN CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $309.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$309.84M
Total AUM (reported)
6.10M
Total Shares
Allocation by class
COM$227.61M73.5%
SPONSORED ADS$56.76M18.3%
CL A$17.60M5.7%
CLA$7.40M2.4%
ETF$473.9K0.2%
Portfolio Concentration
Top 3$90.65M29.3%
4–10$122.31M39.5%
11–25$78.88M25.5%
Rest$18.01M5.8%
Top 3 weight
29.3%
Top 10 weight
68.7%
Voting Authority Distribution
Total shares with voting rights: 6.10M
Sole
Full voting authority
5.94M
shares
% of voting shares97.3%
Shared
Joint voting authority
164.46K
shares
% of voting shares2.7%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other19
Dominant voting typeSole · 97.3% of voting shares
Institutional Holdings47
Rows:
Silicon Motion Technology Corp
SOLEShares117.62K
TypeSH
Market value$39.21M
12.65%
Sole
117.62K
Shared
0.00
None
0.00
Vertiv Holdings Co
DFNDShares86.73K
TypeSH
Market value$25.79M
8.33%
Sole
37.83K
Shared
48.90K
None
0.00
Intel Corp
SOLEShares183.65K
TypeSH
Market value$25.64M
8.28%
Sole
183.65K
Shared
0.00
None
0.00
Amazon.Com Inc
DFNDShares94.29K
TypeSH
Market value$22.47M
7.25%
Sole
91.79K
Shared
2.50K
None
0.00
Qualcomm Inc
SOLEShares108.43K
TypeSH
Market value$20.04M
6.47%
Sole
108.43K
Shared
0.00
None
0.00
Fermi Inc
SOLEShares2.16M
TypeSH
Market value$19.77M
6.38%
Sole
2.16M
Shared
0.00
None
0.00
Bloom Energy Corp
SOLEShares52.25K
TypeSH
Market value$15.82M
5.10%
Sole
52.25K
Shared
0.00
None
0.00
Arm Holdings Plc
SOLEShares43.52K
TypeSH
Market value$15.43M
4.98%
Sole
43.52K
Shared
0.00
None
0.00
Micron Technology Inc
SOLEShares13K
TypeSH
Market value$15.01M
4.84%
Sole
13K
Shared
0.00
None
0.00
MaxLinear Inc
SOLEShares107.58K
TypeSH
Market value$13.77M
4.45%
Sole
107.58K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares23.60K
TypeSH
Market value$13.71M
4.43%
Sole
23.60K
Shared
0.00
None
0.00
Lionsgate Studios Corp
SOLEShares735.87K
TypeSH
Market value$11.27M
3.64%
Sole
735.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares20.70K
TypeSH
Market value$7.40M
2.39%
Sole
20.70K
Shared
0.00
None
0.00
Entravision Communications Corp
SOLEShares522.90K
TypeSH
Market value$6.82M
2.20%
Sole
522.90K
Shared
0.00
None
0.00
Bausch Lomb Corp
DFNDShares383.71K
TypeSH
Market value$6.35M
2.05%
Sole
373.71K
Shared
10K
None
0.00
Cerebras Systems Inc
SOLEShares21K
TypeSH
Market value$4.64M
1.50%
Sole
21K
Shared
0.00
None
0.00
Resolute Holdings Management Inc
SOLEShares31.27K
TypeSH
Market value$4.52M
1.46%
Sole
31.27K
Shared
0.00
None
0.00
ProPetro Holding Corp
SOLEShares292.39K
TypeSH
Market value$4.19M
1.35%
Sole
292.39K
Shared
0.00
None
0.00
Sandisk Corp
SOLEShares1.74K
TypeSH
Market value$3.96M
1.28%
Sole
1.74K
Shared
0.00
None
0.00
Seagate Technology Holdings PLC
SOLEShares3.75K
TypeSH
Market value$3.62M
1.17%
Sole
3.75K
Shared
0.00
None
0.00
AXT Inc
SOLEShares50K
TypeSH
Market value$3.60M
1.16%
Sole
50K
Shared
0.00
None
0.00
Rackspace Technology Inc
SOLEShares404.99K
TypeSH
Market value$2.64M
0.85%
Sole
404.99K
Shared
0.00
None
0.00
Wolfspeed Inc
SOLEShares51.13K
TypeSH
Market value$2.47M
0.80%
Sole
51.13K
Shared
0.00
None
0.00
T1 Energy Inc
SOLEShares200K
TypeSH
Market value$1.90M
0.61%
Sole
200K
Shared
0.00
None
0.00
ASML Holding NV
SOLEShares900.00
TypeSH
Market value$1.79M
0.58%
Sole
900.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Silicon Motion Technology CorpSOLE | SPONSORED ADS | 117.62K | SH | $39.21M 12.65% | 117.62K | 0.00 | 0.00 |
Vertiv Holdings CoDFND | COM | 86.73K | SH | $25.79M 8.33% | 37.83K | 48.90K | 0.00 |
Intel CorpSOLE | COM | 183.65K | SH | $25.64M 8.28% | 183.65K | 0.00 | 0.00 |
Amazon.Com IncDFND | COM | 94.29K | SH | $22.47M 7.25% | 91.79K | 2.50K | 0.00 |
Qualcomm IncSOLE | COM | 108.43K | SH | $20.04M 6.47% | 108.43K | 0.00 | 0.00 |
Fermi IncSOLE | COM | 2.16M | SH | $19.77M 6.38% | 2.16M | 0.00 | 0.00 |
Bloom Energy CorpSOLE | CL A | 52.25K | SH | $15.82M 5.10% | 52.25K | 0.00 | 0.00 |
Arm Holdings PlcSOLE | SPONSORED ADS | 43.52K | SH | $15.43M 4.98% | 43.52K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 13K | SH | $15.01M 4.84% | 13K | 0.00 | 0.00 |
MaxLinear IncSOLE | COM | 107.58K | SH | $13.77M 4.45% | 107.58K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 23.60K | SH | $13.71M 4.43% | 23.60K | 0.00 | 0.00 |
Lionsgate Studios CorpSOLE | COM | 735.87K | SH | $11.27M 3.64% | 735.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CLA | 20.70K | SH | $7.40M 2.39% | 20.70K | 0.00 | 0.00 |
Entravision Communications CorpSOLE | COM | 522.90K | SH | $6.82M 2.20% | 522.90K | 0.00 | 0.00 |
Bausch Lomb CorpDFND | COM | 383.71K | SH | $6.35M 2.05% | 373.71K | 10K | 0.00 |
Cerebras Systems IncSOLE | COM | 21K | SH | $4.64M 1.50% | 21K | 0.00 | 0.00 |
Resolute Holdings Management IncSOLE | COM | 31.27K | SH | $4.52M 1.46% | 31.27K | 0.00 | 0.00 |
ProPetro Holding CorpSOLE | COM | 292.39K | SH | $4.19M 1.35% | 292.39K | 0.00 | 0.00 |
Sandisk CorpSOLE | COM | 1.74K | SH | $3.96M 1.28% | 1.74K | 0.00 | 0.00 |
Seagate Technology Holdings PLCSOLE | COM | 3.75K | SH | $3.62M 1.17% | 3.75K | 0.00 | 0.00 |
AXT IncSOLE | COM | 50K | SH | $3.60M 1.16% | 50K | 0.00 | 0.00 |
Rackspace Technology IncSOLE | COM | 404.99K | SH | $2.64M 0.85% | 404.99K | 0.00 | 0.00 |
Wolfspeed IncSOLE | COM | 51.13K | SH | $2.47M 0.80% | 51.13K | 0.00 | 0.00 |
T1 Energy IncSOLE | COM | 200K | SH | $1.90M 0.61% | 200K | 0.00 | 0.00 |
ASML Holding NVSOLE | SPONSORED ADS | 900.00 | SH | $1.79M 0.58% | 900.00 | 0.00 | 0.00 |
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