She beat Warren Buffett 4-to-1, and these are her top 20 stocks right now

MARCH 2, 2026

Warren Buffett with Fisher College of Business Student. – Aaron Friedman / BY 2.0

There’s a little-known hedge fund on Wall Street that has been making a splash. It is Ratan Capital Management, run by Nehal Chopra. The total assets under management according to the 13F are worth just $366 million, a drop in the bucket compared to Berkshire Hathaway’s $274 billion.

The raw valuation is not what matters, however. The underdog fund has been delivering stellar gains. The 3-year cumulative return of Chopra’s top 20 holdings is 277.82%. That’s over four times more than Berkshire Hathaway’s 60.37%.

Here are Chopra’s top 20 holdings, which could be the recipe for market-beating gains.

#20 Alphabet Inc. (GOOGL)

Alphabet was one of several new purchases for Chopra in the fourth quarter of 2025. She purchased 20,000 shares valued at $6.3 million. That makes up 1.71% of the portfolio. The average buy price is $278.05, and shares are valued at $311.76 as of Feb. 27.

#19 ProPetro Holding Corp. (PUMP)

ProPetro is another new stock for the portfolio with shares worth $6.3 million purchased. The average buy price is $7.38; shares are valued at $12.13 today.

#18 Advanced Micro Devices (AMD)

AMD is also a new addition to the fund. Chopra bought 30,000 shares valued at $6.4 million (1.76% of the portfolio). The average buy price is $187.98. The stock was at $200.21 on Feb. 27.

#17 MP Materials Corp. (MP)

MP Materials is also a new investment for Ratan Capital, with shares valued at $7.1 million (just under 2% of the overall holdings). The average buy price is $58.80, which is close to the current share value.

#16 Black Rock Coffee Bar (BRCB)

With 320,000 shares valued at $7.1 million, BRCB comprises 1.95% of the Ratan Capital portfolio. The average buy price is $23.86 and shares are valued at $13.34 as of Feb. 27.

#15 Sensient Technologies (SXT)

Chopra decreased her position in SXT in the fourth quarter, selling nearly 14,000 shares. The fund currently holds $8.5 million worth of SXT shares, representing 2.33% of the portfolio. The average buy price was $96.19 and shares are today worth $101.53.

#14 Oracle Corp. (ORCL)

Oracle was a new buy for Chopra, with a purchase valued at $9.4 million. That’s 2.56% of the portfolio. The average buy price is $238.08. The stock is down to $145.40 today.

#13 Bloom Energy Corp. (BE)

Bloom Energy, another new addition, comprises 2.77% of the fund. The average buy price is $85.73. BE is trading at $155.67.

#12 Solaris Energy Infrastructure Inc. (SEI)

Chopra added Solaris Energy to her portfolio in the fourth quarter, buying 250,000 shares valued at $11.5 million. That represents 3.14% of the fund. The average buy price is $42.97; the stock was trading at $49.63 on Feb. 27.

#11 Lionsgate Studios (LION)

Ratan Capital increased its Lionsgate holdings by 3.32% in the fourth quarter. The fund holds 1.4 million shares valued at $12.5 million (3.42% of the portfolio). The average buy price was $6.41. Shares cost $9 today.

#10 Broadcom (AVGO)

Chopra increased her holdings of Broadcom in Q4 by 51%. The fund now holds $13.7 million in AVGO stock, representing 3.74% of the portfolio. The average buy price is $235.54, and the stock is at $319.55 today.

#9 Boeing (BA)

Boeing was another stock where Chopra increased her exposure in Q4 (by 58%). Ratan Capital owns $14.8 million, making BA about 4% of the portfolio. The average buy price is $213.08. Shares are now $227.53.

#8 Figure Technology (FIGR)

Representing 4.53% of the fund, Figure Technology is down a bit. The average buy price was $36.95, with shares trading at $25.28 in late February. Chopra owns $16.6 million of FIGR.

#7 Solventum Corp. (SOLV)

Ratan Capital owns nearly $20 million in Solventum stock, representing 5.43% of the fund. The average buy price is $74.47, which is near the current price.

#6 Microsoft (MSFT)

Microsoft was Chopra’s biggest move in the fourth quarter, when she increased her holdings by over 1,000%. The fund now owns 57,800 MSFT shares valued at $28 million. That’s 7.65% of the portfolio. The average buy price is $492.91. MSFT has been hit by the recent tech retreat and is trading at $392.74.

#5 AppLovin Corp. (APP)

Chopra also increased her exposure to AppLovin in a big way. She now owns shares valued at $28.5 million (7.78% of the portfolio). Average buy price is $639.29, with shares going for $434.77 today.

#4 Meta Platforms Inc. (META)

Meta has been a good investment for the fund. The average buy price is $581.87; shares were at $648.18 on Feb. 27. Ratan owns $29.4 million of Meta, which is about 8% of total fund holdings.

#3 Vistra Corp. (VST)

Vistra makes up 8.66% of Chopra’s fund (196,000 shares valued at $31.7 million). The average buy price is $137.64, and shares are trading at $173.89 today.

#2 Amazon.com Inc. (AMZN)

Chopra increased her Amazon holdings as well, buying an additional 93,000 shares in Q4. Her total AMZN holdings are now valued at $34.4 million (9.4% of the fund). The average buy price is $202.68 and shares are at $210 today.

#1 Nvidia Corp. (NVDA)

Nvidia is Ratan Capital’s largest holding, with shares valued at $39.3 million (10.74% of the overall fund). Chopra bought even more shares in Q4. Average buy price is $149.79. Nvidia has been down year to date, but is still trading at $177.19.

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