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Ratan Capital Management LP Buys Reinvent Technology Partners Y, Mirion Technologies Inc, Bath & Body Works Inc, Sells Vertiv Holdings Co, Boeing Co, Clarivate PLC

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Nov 16, 2021
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New York, NY, based Investment company Ratan Capital Management LP (Current Portfolio) buys Reinvent Technology Partners Y, Mirion Technologies Inc, Bath & Body Works Inc, Olaplex Holdings Inc, dMY Technology Group Inc III, sells Vertiv Holdings Co, Boeing Co, Clarivate PLC, Snowflake Inc, Coupa Software Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Ratan Capital Management LP. As of 2021Q3, Ratan Capital Management LP owns 154 stocks with a total value of $771 million. These are the details of the buys and sells.

For the details of Ratan Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/ratan+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of Ratan Capital Management LP
  1. Amazon.com Inc (AMZN) - 18,528 shares, 7.89% of the total portfolio. Shares added by 4.61%
  2. Mirion Technologies Inc (MIR) - 5,346,668 shares, 7.08% of the total portfolio. Shares added by 26.81%
  3. Janus International Group Inc (JBI) - 2,983,845 shares, 4.74% of the total portfolio. Shares reduced by 0.67%
  4. Janus International Group Inc (JBI) - 2,983,845 shares, 4.74% of the total portfolio. Shares reduced by 0.67%
  5. Microsoft Corp (MSFT) - 110,331 shares, 4.03% of the total portfolio. Shares reduced by 21.12%
New Purchase: Reinvent Technology Partners Y (RTPY)

Ratan Capital Management LP initiated holding in Reinvent Technology Partners Y. The purchase prices were between $9.8 and $10, with an estimated average price of $9.89. The stock is now traded at around $9.910000. The impact to a portfolio due to this purchase was 1.99%. The holding were 1,546,059 shares as of 2021-09-30.

New Purchase: Bath & Body Works Inc (BBWI)

Ratan Capital Management LP initiated holding in Bath & Body Works Inc. The purchase prices were between $56.59 and $69.03, with an estimated average price of $63.54. The stock is now traded at around $75.650000. The impact to a portfolio due to this purchase was 1.23%. The holding were 150,000 shares as of 2021-09-30.

New Purchase: Olaplex Holdings Inc (OLPX)

Ratan Capital Management LP initiated holding in Olaplex Holdings Inc. The purchase prices were between $24.5 and $24.5, with an estimated average price of $24.5. The stock is now traded at around $27.575000. The impact to a portfolio due to this purchase was 1.11%. The holding were 350,000 shares as of 2021-09-30.

New Purchase: dMY Technology Group Inc III (DMYI)

Ratan Capital Management LP initiated holding in dMY Technology Group Inc III. The purchase prices were between $9.91 and $11.94, with an estimated average price of $10.14. The stock is now traded at around $10.400000. The impact to a portfolio due to this purchase was 1.04%. The holding were 810,000 shares as of 2021-09-30.

New Purchase: Cipher Mining Inc (CIFR)

Ratan Capital Management LP initiated holding in Cipher Mining Inc. The purchase prices were between $0 and $14.52, with an estimated average price of $11.4. The stock is now traded at around $8.200000. The impact to a portfolio due to this purchase was 0.66%. The holding were 500,000 shares as of 2021-09-30.

New Purchase: Spartan Acquisition Corp III (SPAQ)

Ratan Capital Management LP initiated holding in Spartan Acquisition Corp III. The purchase prices were between $9.68 and $9.91, with an estimated average price of $9.83. The stock is now traded at around $9.980000. The impact to a portfolio due to this purchase was 0.44%. The holding were 345,000 shares as of 2021-09-30.

Added: Mirion Technologies Inc (MIR)

Ratan Capital Management LP added to a holding in Mirion Technologies Inc by 26.81%. The purchase prices were between $9.87 and $10.5, with an estimated average price of $10.09. The stock is now traded at around $11.520000. The impact to a portfolio due to this purchase was 1.5%. The holding were 5,346,668 shares as of 2021-09-30.

Added: Shift4 Payments Inc (FOUR)

Ratan Capital Management LP added to a holding in Shift4 Payments Inc by 45.08%. The purchase prices were between $77.51 and $97.57, with an estimated average price of $86.39. The stock is now traded at around $71.680000. The impact to a portfolio due to this purchase was 1.03%. The holding were 329,137 shares as of 2021-09-30.

Added: Intellia Therapeutics Inc (NTLA)

Ratan Capital Management LP added to a holding in Intellia Therapeutics Inc by 64.70%. The purchase prices were between $132.37 and $176.78, with an estimated average price of $151.97. The stock is now traded at around $136.980000. The impact to a portfolio due to this purchase was 0.56%. The holding were 82,352 shares as of 2021-09-30.

Sold Out: Snowflake Inc (SNOW)

Ratan Capital Management LP sold out a holding in Snowflake Inc. The sale prices were between $236.75 and $324.08, with an estimated average price of $284.09.

Sold Out: Coupa Software Inc (COUP)

Ratan Capital Management LP sold out a holding in Coupa Software Inc. The sale prices were between $207.9 and $277.8, with an estimated average price of $235.75.

Sold Out: Flowserve Corp (FLS)

Ratan Capital Management LP sold out a holding in Flowserve Corp. The sale prices were between $34.24 and $43.23, with an estimated average price of $39.13.

Sold Out: General Motors Co (GM)

Ratan Capital Management LP sold out a holding in General Motors Co. The sale prices were between $48.18 and $59.11, with an estimated average price of $53.17.

Sold Out: Doximity Inc (DOCS)

Ratan Capital Management LP sold out a holding in Doximity Inc. The sale prices were between $46.82 and $102.02, with an estimated average price of $73.18.

Sold Out: Roblox Corp (RBLX)

Ratan Capital Management LP sold out a holding in Roblox Corp. The sale prices were between $75.55 and $90.34, with an estimated average price of $82.17.



Here is the complete portfolio of Ratan Capital Management LP. Also check out:

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2. Ratan Capital Management LP's Top Growth Companies, and
3. Ratan Capital Management LP's High Yield stocks
4. Stocks that Ratan Capital Management LP keeps buying
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