Dara Capital Us as of March 31, 2026
Portfolio Holdings for Dara Capital Us
Dara Capital Us holds 119 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.2 | $6.5M | 38k | 174.40 | |
| Meta Platforms Cl A (META) | 5.9 | $6.3M | 11k | 572.13 | |
| Amazon (AMZN) | 5.7 | $6.1M | 29k | 208.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $5.9M | 21k | 287.56 | |
| Broadcom (AVGO) | 5.6 | $5.9M | 19k | 309.51 | |
| Microsoft Corporation (MSFT) | 5.5 | $5.8M | 16k | 370.17 | |
| Micron Technology (MU) | 3.4 | $3.6M | 11k | 337.84 | |
| Oracle Corporation (ORCL) | 3.0 | $3.2M | 22k | 147.11 | |
| Applied Materials (AMAT) | 3.0 | $3.2M | 9.2k | 341.79 | |
| Lam Research Corporation | 3.0 | $3.1M | 15k | 213.66 | |
| Sap Se Spon Adr (SAP) | 2.3 | $2.4M | 14k | 171.21 | |
| General Electric (GE) | 2.3 | $2.4M | 8.5k | 283.77 | |
| Intuitive Surgical Com New (ISRG) | 1.8 | $1.9M | 4.1k | 460.99 | |
| Advanced Micro Devices (AMD) | 1.8 | $1.9M | 9.2k | 203.43 | |
| Ishares Msci World Etf (URTH) | 1.8 | $1.9M | 10k | 180.02 | |
| Ge Vernova (GEV) | 1.7 | $1.8M | 2.0k | 872.90 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.3M | 2.0k | 650.34 | |
| Ishares Tr Global Energ Etf (IXC) | 1.2 | $1.3M | 22k | 57.61 | |
| Servicenow (NOW) | 1.2 | $1.3M | 12k | 104.55 | |
| Ishares Core Msci Emkt (IEMG) | 1.2 | $1.2M | 18k | 69.75 | |
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $1.2M | 5.9k | 196.20 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.1M | 2.8k | 390.41 | |
| Trane Technologies SHS (TT) | 1.0 | $1.1M | 2.6k | 416.74 | |
| Applovin Corp Com Cl A (APP) | 1.0 | $1.1M | 2.7k | 398.00 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $994k | 12k | 81.98 | |
| Palo Alto Networks (PANW) | 0.9 | $939k | 5.9k | 160.32 | |
| Danaher Corporation (DHR) | 0.9 | $912k | 4.8k | 189.60 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $909k | 3.7k | 243.08 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.9 | $906k | 13k | 70.27 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.9 | $899k | 36k | 25.32 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.9 | $898k | 37k | 24.23 | |
| Johnson Ctls Intl SHS (JCI) | 0.8 | $895k | 6.8k | 130.95 | |
| Vertiv Holdings Com Cl A (VRT) | 0.8 | $862k | 3.4k | 250.58 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $849k | 1.7k | 491.53 | |
| Cloudflare Cl A Com (NET) | 0.8 | $836k | 4.1k | 206.34 | |
| Intuit (INTU) | 0.8 | $818k | 1.9k | 432.38 | |
| Emerson Electric (EMR) | 0.7 | $785k | 6.0k | 131.02 | |
| International Business Machines (IBM) | 0.7 | $784k | 3.2k | 242.39 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $760k | 6.1k | 125.46 | |
| Ishares Tr Cybersecurity (IHAK) | 0.7 | $747k | 17k | 43.65 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.7 | $704k | 26k | 26.72 | |
| Johnson & Johnson (JNJ) | 0.7 | $701k | 2.9k | 244.44 | |
| Caterpillar (CAT) | 0.7 | $693k | 978.00 | 708.46 | |
| salesforce (CRM) | 0.6 | $678k | 3.6k | 186.67 | |
| Parker-Hannifin Corporation (PH) | 0.6 | $678k | 757.00 | 895.24 | |
| Moody's Corporation (MCO) | 0.6 | $627k | 1.4k | 436.25 | |
| Apple (AAPL) | 0.6 | $609k | 2.4k | 253.79 | |
| S&p Global (SPGI) | 0.6 | $606k | 1.4k | 425.34 | |
| Stryker Corporation (SYK) | 0.6 | $583k | 1.8k | 328.59 | |
| Autodesk (ADSK) | 0.5 | $577k | 2.4k | 239.40 | |
| Coinbase Global Com Cl A (COIN) | 0.5 | $546k | 3.1k | 174.61 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $534k | 3.7k | 145.94 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $533k | 5.7k | 92.74 | |
| Fortinet (FTNT) | 0.5 | $491k | 6.0k | 81.72 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $449k | 3.8k | 118.60 | |
| Quanta Services (PWR) | 0.4 | $445k | 811.00 | 549.02 | |
| Workday Cl A (WDAY) | 0.4 | $400k | 3.1k | 129.92 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $398k | 4.6k | 86.69 | |
| Rockwell Automation (ROK) | 0.3 | $339k | 945.00 | 358.88 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $334k | 1.9k | 175.66 | |
| Jabil Circuit (JBL) | 0.3 | $328k | 1.2k | 265.63 | |
| Eli Lilly & Co. (LLY) | 0.3 | $326k | 354.00 | 919.77 | |
| Thomson Reuters Corp. (TRI) | 0.3 | $303k | 3.4k | 89.98 | |
| Reddit Cl A (RDDT) | 0.3 | $301k | 2.2k | 134.65 | |
| Hubbell (HUBB) | 0.3 | $300k | 611.00 | 490.74 | |
| Garmin SHS (GRMN) | 0.3 | $300k | 1.3k | 232.01 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $294k | 1.2k | 248.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $291k | 608.00 | 479.20 | |
| Flex Ord (FLEX) | 0.3 | $282k | 4.3k | 65.46 | |
| Ishares Msci Pac Jp Etf (EPP) | 0.3 | $281k | 5.3k | 53.14 | |
| Ametek (AME) | 0.3 | $265k | 1.2k | 214.36 | |
| Circle Internet Group Com Cl A (CRCL) | 0.2 | $255k | 2.7k | 95.41 | |
| Zscaler Incorporated (ZS) | 0.2 | $251k | 1.8k | 140.29 | |
| Mongodb Cl A (MDB) | 0.2 | $251k | 1.0k | 244.77 | |
| Twilio Cl A (TWLO) | 0.2 | $220k | 1.7k | 125.82 | |
| Nvent Electric SHS (NVT) | 0.2 | $216k | 1.8k | 118.28 | |
| Atlassian Corporation Cl A (TEAM) | 0.2 | $210k | 3.1k | 68.25 | |
| C.H. Robinson Worldwide (CHRW) | 0.2 | $205k | 1.2k | 166.07 | |
| Zimmer Holdings (ZBH) | 0.2 | $203k | 2.2k | 90.42 | |
| Medtronic SHS (MDT) | 0.2 | $186k | 2.2k | 86.65 | |
| Block Cl A (XYZ) | 0.2 | $175k | 2.9k | 60.18 | |
| Baker Hughes Company Cl A (BKR) | 0.2 | $170k | 2.8k | 61.05 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $170k | 4.6k | 36.74 | |
| Okta Cl A (OKTA) | 0.2 | $162k | 2.1k | 78.71 | |
| Fortive (FTV) | 0.2 | $161k | 2.9k | 55.28 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $154k | 1.7k | 88.42 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $148k | 2.1k | 69.30 | |
| Guidewire Software (GWRE) | 0.1 | $147k | 981.00 | 149.56 | |
| Equifax (EFX) | 0.1 | $142k | 790.00 | 180.07 | |
| Align Technology (ALGN) | 0.1 | $138k | 807.00 | 171.43 | |
| Roku Com Cl A (ROKU) | 0.1 | $138k | 1.5k | 94.62 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $137k | 960.00 | 142.85 | |
| Pinterest Cl A (PINS) | 0.1 | $137k | 7.5k | 18.34 | |
| Iqvia Holdings (IQV) | 0.1 | $134k | 785.00 | 170.54 | |
| Figma Class A Com Stk (FIG) | 0.1 | $119k | 5.6k | 21.14 | |
| Bentley Sys Com Cl B (BSY) | 0.1 | $117k | 3.3k | 35.12 | |
| Nutanix Cl A (NTNX) | 0.1 | $114k | 3.0k | 38.01 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $108k | 500.00 | 216.58 | |
| Rubrik Cl A (RBRK) | 0.1 | $108k | 2.2k | 48.97 | |
| Gartner (IT) | 0.1 | $105k | 665.00 | 158.34 | |
| Everpure Cl A (PSTG) | 0.1 | $105k | 1.8k | 59.04 | |
| Unity Software (U) | 0.1 | $105k | 4.8k | 21.94 | |
| Dupont De Nemours (DD) | 0.1 | $91k | 2.0k | 45.80 | |
| Snap Cl A (SNAP) | 0.1 | $89k | 19k | 4.60 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $89k | 777.00 | 113.98 | |
| Manhattan Associates (MANH) | 0.1 | $87k | 652.00 | 133.12 | |
| Spx Corp (SPXC) | 0.1 | $85k | 425.00 | 199.94 | |
| Xylem (XYL) | 0.1 | $77k | 643.00 | 119.50 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $76k | 400.00 | 189.59 | |
| CoStar (CSGP) | 0.1 | $70k | 1.7k | 40.34 | |
| Ptc (PTC) | 0.1 | $69k | 484.00 | 142.49 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $67k | 1.1k | 61.26 | |
| Klaviyo Com Ser A (KVYO) | 0.1 | $67k | 3.5k | 19.46 | |
| Open Text Corp (OTEX) | 0.1 | $61k | 2.7k | 22.24 | |
| Mobileye Global Common Class A (MBLY) | 0.1 | $60k | 8.7k | 6.87 | |
| Elastic N V Ord Shs (ESTC) | 0.1 | $57k | 1.1k | 49.99 | |
| Ishares Msci Gbl Etf New (PICK) | 0.1 | $57k | 1.0k | 56.67 | |
| Doximity Cl A (DOCS) | 0.0 | $48k | 2.1k | 23.30 | |
| Netskope Cl A (NTSK) | 0.0 | $35k | 4.1k | 8.49 |
