Dara Capital Us as of June 30, 2026
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 | 9.1k | 1154.29 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 7.0 | $10M | 21k | 477.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $9.5M | 27k | 357.37 | |
| NVIDIA Corporation (NVDA) | 6.1 | $8.9M | 44k | 200.09 | |
| Applied Materials (AMAT) | 6.0 | $8.7M | 12k | 723.00 | |
| Lam Research Corporation | 5.7 | $8.2M | 19k | 433.33 | |
| Meta Platforms Cl A (META) | 5.4 | $7.9M | 14k | 563.29 | |
| Broadcom (AVGO) | 5.2 | $7.5M | 20k | 377.75 | |
| Advanced Micro Devices (AMD) | 4.8 | $6.9M | 12k | 580.91 | |
| Amazon (AMZN) | 2.6 | $3.7M | 16k | 238.34 | |
| Ge Vernova (GEV) | 2.3 | $3.4M | 2.9k | 1174.86 | |
| Microsoft Corporation (MSFT) | 2.3 | $3.3M | 9.0k | 372.77 | |
| Palo Alto Networks (PANW) | 1.9 | $2.8M | 8.2k | 341.02 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $2.8M | 3.7k | 763.14 | |
| Caterpillar (CAT) | 1.8 | $2.6M | 2.4k | 1064.90 | |
| Intuitive Surgical Com New (ISRG) | 1.5 | $2.1M | 5.4k | 397.68 | |
| Ishares Msci World Etf (URTH) | 1.5 | $2.1M | 10k | 202.64 | |
| Trane Technologies SHS (TT) | 1.1 | $1.6M | 3.4k | 491.16 | |
| Vertiv Holdings Com Cl A (VRT) | 1.1 | $1.6M | 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 | 9.3k | 146.11 | |
| Quanta Services (PWR) | 0.9 | $1.3M | 1.8k | 720.04 | |
| Cloudflare Cl A Com (NET) | 0.9 | $1.3M | 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 | 6.4k | 190.48 | |
| Fortinet (FTNT) | 0.8 | $1.1M | 7.5k | 153.62 | |
| Emerson Electric (EMR) | 0.8 | $1.1M | 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 | 4.7k | 205.02 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.7 | $969k | 13k | 75.17 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $949k | 1.9k | 501.36 | |
| Johnson & Johnson (JNJ) | 0.6 | $911k | 3.6k | 253.97 | |
| Flex Ord (FLEX) | 0.6 | $901k | 5.6k | 162.07 | |
| Moody's Corporation (MCO) | 0.5 | $778k | 1.7k | 452.92 | |
| S&p Global (SPGI) | 0.5 | $747k | 1.8k | 407.26 | |
| Apple (AAPL) | 0.5 | $695k | 2.4k | 289.36 | |
| Stryker Corporation (SYK) | 0.5 | $690k | 2.2k | 314.84 | |
| Celestica (CLS) | 0.4 | $638k | 1.8k | 364.80 | |
| Jabil Circuit (JBL) | 0.4 | $616k | 1.6k | 385.48 | |
| Rockwell Automation (ROK) | 0.4 | $614k | 1.2k | 495.08 | |
| Autodesk (ADSK) | 0.4 | $611k | 3.1k | 194.42 | |
| Natera (NTRA) | 0.4 | $589k | 2.2k | 271.45 | |
| Coinbase Global Com Cl A (COIN) | 0.4 | $584k | 4.0k | 146.19 | |
| Agilent Technologies Inc C ommon (A) | 0.4 | $569k | 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 | 2.3k | 221.00 | |
| Reddit Cl A (RDDT) | 0.3 | $507k | 2.9k | 173.58 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $439k | 2.5k | 177.47 | |
| Eli Lilly & Co. (LLY) | 0.3 | $425k | 354.00 | 1199.43 | |
| Nvent Electric SHS (NVT) | 0.3 | $416k | 2.5k | 169.61 | |
| Ametek (AME) | 0.3 | $393k | 1.6k | 241.94 | |
| Okta Cl A (OKTA) | 0.2 | $360k | 2.6k | 136.45 | |
| Verisk Analytics (VRSK) | 0.2 | $357k | 2.0k | 179.53 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $356k | 1.2k | 300.45 | |
| Hubbell (HUBB) | 0.2 | $353k | 674.00 | 523.20 | |
| Thomson Reuters Corp. | 0.2 | $349k | 4.3k | 81.67 | |
| Zscaler Incorporated (ZS) | 0.2 | $346k | 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 | 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 | 2.8k | 100.28 | |
| Roku Com Cl A (ROKU) | 0.2 | $271k | 2.0k | 138.14 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.2 | $270k | 4.8k | 55.86 | |
| Zimmer Holdings (ZBH) | 0.2 | $253k | 2.9k | 86.09 | |
| Rubrik Cl A (RBRK) | 0.2 | $251k | 3.1k | 80.28 | |
| International Flavors & Fragrances (IFF) | 0.2 | $237k | 3.0k | 79.22 | |
| Circle Internet Group Com Cl A (CRCL) | 0.2 | $236k | 3.8k | 62.63 | |
| Guardant Health (GH) | 0.2 | $235k | 1.6k | 150.03 | |
| Block Cl A (XYZ) | 0.2 | $230k | 3.0k | 76.00 | |
| Medtronic SHS (MDT) | 0.2 | $226k | 2.9k | 78.23 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $222k | 4.6k | 47.92 | |
| Nutanix Cl A (NTNX) | 0.1 | $209k | 4.1k | 50.96 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $199k | 2.2k | 88.68 | |
| Iqvia Holdings (IQV) | 0.1 | $199k | 1.0k | 193.22 | |
| Fortive (FTV) | 0.1 | $194k | 3.2k | 61.09 | |
| Unity Software (U) | 0.1 | $189k | 6.6k | 28.58 | |
| Align Technology (ALGN) | 0.1 | $183k | 1.1k | 168.66 | |
| Pinterest Cl A (PINS) | 0.1 | $179k | 8.5k | 21.03 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $166k | 1.3k | 131.43 | |
| Equifax (EFX) | 0.1 | $165k | 1.0k | 158.72 | |
| Galaxy Digital Cl A (GLXY) | 0.1 | $162k | 5.9k | 27.34 | |
| Powell Industries (POWL) | 0.1 | $158k | 552.00 | 286.36 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $158k | 784.00 | 201.61 | |
| Guidewire Software (GWRE) | 0.1 | $158k | 1.3k | 123.05 | |
| Globus Med Cl A (GMED) | 0.1 | $155k | 2.0k | 79.01 | |
| Trimble Navigation (TRMB) | 0.1 | $153k | 3.0k | 51.18 | |
| Akamai Technologies (AKAM) | 0.1 | $139k | 1.2k | 118.21 | |
| Bentley Sys Com Cl B (BSY) | 0.1 | $138k | 4.6k | 29.89 | |
| Watts Water Technologies Cl A (WTS) | 0.1 | $130k | 333.00 | 391.45 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $129k | 7.1k | 18.08 | |
| Bruker Corporation (BRKR) | 0.1 | $128k | 2.1k | 60.18 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $128k | 2.5k | 50.53 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $114k | 500.00 | 227.12 | |
| Bio-techne Corporation (TECH) | 0.1 | $113k | 1.6k | 70.65 | |
| Snap Cl A (SNAP) | 0.1 | $112k | 25k | 4.44 | |
| Rambus (RMBS) | 0.1 | $107k | 805.00 | 132.74 | |
| Illumina (ILMN) | 0.1 | $104k | 589.00 | 175.83 | |
| Xylem (XYL) | 0.1 | $100k | 844.00 | 118.21 | |
| PerkinElmer (RVTY) | 0.1 | $94k | 847.00 | 111.26 | |
| Procore Technologies (PCOR) | 0.1 | $93k | 2.3k | 40.62 | |
| Sentinelone Cl A (S) | 0.1 | $88k | 5.2k | 16.97 | |
| Netskope Cl A (NTSK) | 0.1 | $82k | 7.5k | 10.94 | |
| Ptc (PTC) | 0.0 | $73k | 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 | 150.00 | 221.28 |
