Dara Capital Us
Latest statistics and disclosures from Dara Capital Us's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MU, TSM, GOOGL, NVDA, AMAT, and represent 32.86% of Dara Capital Us's stock portfolio.
- Added to shares of these 10 stocks: TSM (+$10M), GOOGL, AMAT, Lam Research Corporation, META, CAT, AMD, NVDA, GEV, PANW.
- Started 24 new stock positions in TRMB, NTRA, AKAM, GLXY, TSM, TEL, CBRS, RVTY, ILMN, FPS. S, VRSK, WTS, PCOR, GH, CLS, POWL, GMED, ZWS, IFF, BRKR, TECH, TTD, RMBS.
- Reduced shares in these 10 stocks: AMZN, , MSFT, SAP, GE, MU, , APP, IBDT, IBDS.
- Sold out of its positions in BABA, APP, TEAM, CHRW, CSGP, Dupont De Nemours, DOCS, FIG, IT, GE.
- Dara Capital Us was a net buyer of stock by $9.8M.
- Dara Capital Us has $145M in assets under management (AUM), dropping by 37.55%.
- Central Index Key (CIK): 0001891892
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Portfolio Holdings for Dara Capital Us
Dara Capital Us holds 110 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Micron Technology (MU) | 7.2 | $11M | -14% | 9.1k | 1154.29 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 7.0 | $10M | NEW | 21k | 477.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $9.5M | +28% | 27k | 357.37 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $8.9M | +18% | 44k | 200.09 |
|
| Applied Materials (AMAT) | 6.0 | $8.7M | +30% | 12k | 723.00 |
|
| Lam Research Corporation | 5.7 | $8.2M | +29% | 19k | 433.33 |
|
| Meta Platforms Cl A (META) | 5.4 | $7.9M | +27% | 14k | 563.29 |
|
| Broadcom (AVGO) | 5.2 | $7.5M | +3% | 20k | 377.75 |
|
| Advanced Micro Devices (AMD) | 4.8 | $6.9M | +28% | 12k | 580.91 |
|
| Amazon (AMZN) | 2.6 | $3.7M | -46% | 16k | 238.34 |
|
| Ge Vernova (GEV) | 2.3 | $3.4M | +41% | 2.9k | 1174.86 |
|
| Microsoft Corporation (MSFT) | 2.3 | $3.3M | -42% | 9.0k | 372.77 |
|
| Palo Alto Networks (PANW) | 1.9 | $2.8M | +40% | 8.2k | 341.02 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $2.8M | +31% | 3.7k | 763.14 |
|
| Caterpillar (CAT) | 1.8 | $2.6M | +149% | 2.4k | 1064.90 |
|
| Intuitive Surgical Com New (ISRG) | 1.5 | $2.1M | +30% | 5.4k | 397.68 |
|
| Ishares Msci World Etf (URTH) | 1.5 | $2.1M | 10k | 202.64 |
|
|
| Trane Technologies SHS (TT) | 1.1 | $1.6M | +29% | 3.4k | 491.16 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.1 | $1.6M | +35% | 4.7k | 334.82 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.5M | 2.0k | 746.77 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $1.5M | 18k | 82.84 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.9 | $1.4M | +35% | 9.3k | 146.11 |
|
| Quanta Services (PWR) | 0.9 | $1.3M | +126% | 1.8k | 720.04 |
|
| Cloudflare Cl A Com (NET) | 0.9 | $1.3M | +32% | 5.4k | 245.28 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $1.3M | 5.9k | 217.93 |
|
|
| Danaher Corporation (DHR) | 0.8 | $1.2M | +32% | 6.4k | 190.48 |
|
| Fortinet (FTNT) | 0.8 | $1.1M | +24% | 7.5k | 153.62 |
|
| Emerson Electric (EMR) | 0.8 | $1.1M | +31% | 7.9k | 143.15 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.7 | $1.1M | 22k | 49.13 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 0.7 | $1.0M | 17k | 60.71 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $1.0M | 12k | 83.07 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.7 | $971k | +26% | 4.7k | 205.02 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.7 | $969k | 13k | 75.17 |
|
|
| Thermo Fisher Scientific (TMO) | 0.7 | $949k | +9% | 1.9k | 501.36 |
|
| Johnson & Johnson (JNJ) | 0.6 | $911k | +25% | 3.6k | 253.97 |
|
| Flex Ord (FLEX) | 0.6 | $901k | +29% | 5.6k | 162.07 |
|
| Moody's Corporation (MCO) | 0.5 | $778k | +19% | 1.7k | 452.92 |
|
| S&p Global (SPGI) | 0.5 | $747k | +28% | 1.8k | 407.26 |
|
| Apple (AAPL) | 0.5 | $695k | 2.4k | 289.36 |
|
|
| Stryker Corporation (SYK) | 0.5 | $690k | +23% | 2.2k | 314.84 |
|
| Celestica (CLS) | 0.4 | $638k | NEW | 1.8k | 364.80 |
|
| Jabil Circuit (JBL) | 0.4 | $616k | +29% | 1.6k | 385.48 |
|
| Rockwell Automation (ROK) | 0.4 | $614k | +31% | 1.2k | 495.08 |
|
| Autodesk (ADSK) | 0.4 | $611k | +30% | 3.1k | 194.42 |
|
| Natera (NTRA) | 0.4 | $589k | NEW | 2.2k | 271.45 |
|
| Coinbase Global Com Cl A (COIN) | 0.4 | $584k | +27% | 4.0k | 146.19 |
|
| Agilent Technologies Inc C ommon (A) | 0.4 | $569k | +451% | 4.3k | 132.83 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $557k | 3.7k | 152.18 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $555k | 5.7k | 96.46 |
|
|
| Cerebras Systems Com Cl A (CBRS) | 0.4 | $517k | NEW | 2.3k | 221.00 |
|
| Reddit Cl A (RDDT) | 0.3 | $507k | +30% | 2.9k | 173.58 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $439k | +30% | 2.5k | 177.47 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $425k | 354.00 | 1199.43 |
|
|
| Nvent Electric SHS (NVT) | 0.3 | $416k | +34% | 2.5k | 169.61 |
|
| Ametek (AME) | 0.3 | $393k | +31% | 1.6k | 241.94 |
|
| Okta Cl A (OKTA) | 0.2 | $360k | +28% | 2.6k | 136.45 |
|
| Verisk Analytics (VRSK) | 0.2 | $357k | NEW | 2.0k | 179.53 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $356k | 1.2k | 300.45 |
|
|
| Hubbell (HUBB) | 0.2 | $353k | +10% | 674.00 | 523.20 |
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| Thomson Reuters Corp. | 0.2 | $349k | +26% | 4.3k | 81.67 |
|
| Zscaler Incorporated (ZS) | 0.2 | $346k | +37% | 2.5k | 141.15 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $304k | 608.00 | 500.39 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.2 | $293k | +89% | 5.3k | 55.50 |
|
| Ishares Msci Pac Jp Etf (EPP) | 0.2 | $282k | 5.3k | 53.26 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $276k | +29% | 2.8k | 100.28 |
|
| Roku Com Cl A (ROKU) | 0.2 | $271k | +34% | 2.0k | 138.14 |
|
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.2 | $270k | NEW | 4.8k | 55.86 |
|
| Zimmer Holdings (ZBH) | 0.2 | $253k | +30% | 2.9k | 86.09 |
|
| Rubrik Cl A (RBRK) | 0.2 | $251k | +41% | 3.1k | 80.28 |
|
| International Flavors & Fragrances (IFF) | 0.2 | $237k | NEW | 3.0k | 79.22 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.2 | $236k | +40% | 3.8k | 62.63 |
|
| Guardant Health (GH) | 0.2 | $235k | NEW | 1.6k | 150.03 |
|
| Block Cl A (XYZ) | 0.2 | $230k | +4% | 3.0k | 76.00 |
|
| Medtronic SHS (MDT) | 0.2 | $226k | +34% | 2.9k | 78.23 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $222k | 4.6k | 47.92 |
|
|
| Nutanix Cl A (NTNX) | 0.1 | $209k | +37% | 4.1k | 50.96 |
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $199k | +29% | 2.2k | 88.68 |
|
| Iqvia Holdings (IQV) | 0.1 | $199k | +30% | 1.0k | 193.22 |
|
| Fortive (FTV) | 0.1 | $194k | +9% | 3.2k | 61.09 |
|
| Unity Software (U) | 0.1 | $189k | +38% | 6.6k | 28.58 |
|
| Align Technology (ALGN) | 0.1 | $183k | +34% | 1.1k | 168.66 |
|
| Pinterest Cl A (PINS) | 0.1 | $179k | +13% | 8.5k | 21.03 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $166k | +31% | 1.3k | 131.43 |
|
| Equifax (EFX) | 0.1 | $165k | +31% | 1.0k | 158.72 |
|
| Galaxy Digital Cl A (GLXY) | 0.1 | $162k | NEW | 5.9k | 27.34 |
|
| Powell Industries (POWL) | 0.1 | $158k | NEW | 552.00 | 286.36 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $158k | NEW | 784.00 | 201.61 |
|
| Guidewire Software (GWRE) | 0.1 | $158k | +30% | 1.3k | 123.05 |
|
| Globus Med Cl A (GMED) | 0.1 | $155k | NEW | 2.0k | 79.01 |
|
| Trimble Navigation (TRMB) | 0.1 | $153k | NEW | 3.0k | 51.18 |
|
| Akamai Technologies (AKAM) | 0.1 | $139k | NEW | 1.2k | 118.21 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $138k | +38% | 4.6k | 29.89 |
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $130k | NEW | 333.00 | 391.45 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $129k | NEW | 7.1k | 18.08 |
|
| Bruker Corporation (BRKR) | 0.1 | $128k | NEW | 2.1k | 60.18 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $128k | NEW | 2.5k | 50.53 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $114k | 500.00 | 227.12 |
|
|
| Bio-techne Corporation (TECH) | 0.1 | $113k | NEW | 1.6k | 70.65 |
|
| Snap Cl A (SNAP) | 0.1 | $112k | +29% | 25k | 4.44 |
|
| Rambus (RMBS) | 0.1 | $107k | NEW | 805.00 | 132.74 |
|
| Illumina (ILMN) | 0.1 | $104k | NEW | 589.00 | 175.83 |
|
| Xylem (XYL) | 0.1 | $100k | +31% | 844.00 | 118.21 |
|
| PerkinElmer (RVTY) | 0.1 | $94k | NEW | 847.00 | 111.26 |
|
| Procore Technologies (PCOR) | 0.1 | $93k | NEW | 2.3k | 40.62 |
|
| Sentinelone Cl A (S) | 0.1 | $88k | NEW | 5.2k | 16.97 |
|
| Netskope Cl A (NTSK) | 0.1 | $82k | +81% | 7.5k | 10.94 |
|
| Ptc (PTC) | 0.0 | $73k | +31% | 638.00 | 113.61 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $59k | 1.1k | 53.58 |
|
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $58k | 1.0k | 57.79 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $33k | -62% | 150.00 | 221.28 |
|
Past Filings by Dara Capital Us
SEC 13F filings are viewable for Dara Capital Us going back to 2025
- Dara Capital Us 2026 Q2 filed July 23, 2026
- Dara Capital Us 2026 Q1 filed April 30, 2026
- Dara Capital Us 2025 Q4 filed Jan. 23, 2026