Dara Capital US, Inc.
Dara Capital US, Inc. reported 110 holdings worth US$145M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Dara Capital US, Inc. reported 110 holdings worth US$145M as of Jun 30, 2026. Largest: Micron Technology, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Alphabet Inc (google) Class C. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 110
- Value as reported
- US$145M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 9,105 | US$10.5M | 7.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 21,126 | US$10.1M | 7.0% |
| Alphabet Inc (google) Class C | 26,543 | US$9.49M | 6.5% |
| Nvidia Corporation | 44,369 | US$8.88M | 6.1% |
| Applied Materials, Inc. | 12,040 | US$8.7M | 6.0% |
| Meta Platforms, Inc. | 13,976 | US$7.87M | 5.4% |
| Broadcom Inc. | 19,788 | US$7.47M | 5.2% |
| Advanced Micro Devices Inc | 11,875 | US$6.9M | 4.8% |
| Amazon.com, Inc. | 15,618 | US$3.72M | 2.6% |
| Ge Vernova Inc. | 2,854 | US$3.35M | 2.3% |
| Microsoft Corp. | 8,969 | US$3.34M | 2.3% |
| Palo Alto Networks, Inc. | 8,234 | US$2.81M | 1.9% |
| Crowdstrike Holdings, Inc. | 3,661 | US$2.79M | 1.9% |
| Caterpillar, Inc. | 2,440 | US$2.6M | 1.8% |
| Intuitive Surgical, Inc. | 5,370 | US$2.14M | 1.5% |
| Vertiv Holdings, Llc | 4,673 | US$1.56M | 1.1% |
| Quanta Services, Inc. | 1,837 | US$1.32M | 0.91% |
| Cloudflare, Inc. | 5,362 | US$1.32M | 0.91% |
| Danaher Corporation | 6,390 | US$1.22M | 0.84% |
| Fortinet, Inc. | 7,485 | US$1.15M | 0.79% |
| Emerson Electric Company | 7,890 | US$1.13M | 0.78% |
| Adobe Inc. | 4,734 | US$971K | 0.67% |
| Thermo Fisher Scientific Inc | 1,893 | US$949K | 0.65% |
| Johnson & Johnson | 3,588 | US$911K | 0.63% |
| Moody's Corporation | 1,717 | US$778K | 0.54% |
| S&p Global Inc. | 1,835 | US$747K | 0.52% |
| Apple Inc | 2,401 | US$695K | 0.48% |
| Stryker Corporation | 2,191 | US$690K | 0.48% |
| Celestica Inc. | 1,750 | US$638K | 0.44% |
| Jabil Inc. | 1,599 | US$616K | 0.42% |
| Rockwell Automation, Inc. | 1,241 | US$614K | 0.42% |
| Autodesk, Inc. | 3,144 | US$611K | 0.42% |
| Natera, Inc. | 2,171 | US$589K | 0.41% |
| Coinbase Global, Inc. | 3,995 | US$584K | 0.40% |
| Agilent Technologies, Inc. | 4,283 | US$569K | 0.39% |
| Cerebras Systems Inc. | 2,340 | US$517K | 0.36% |
| Reddit, Inc. | 2,919 | US$507K | 0.35% |
| Veeva Systems Inc. | 2,474 | US$439K | 0.30% |
| Eli Lilly And Company | 354 | US$425K | 0.29% |
| Ametek, Inc. | 1,626 | US$393K | 0.27% |
| Okta, Inc. | 2,635 | US$360K | 0.25% |
| Verisk Analytics, Inc. | 1,986 | US$357K | 0.25% |
| Hubbell Inc | 674 | US$353K | 0.24% |
| Thomson Reuters Corporation | 4,276 | US$349K | 0.24% |
| Zscaler Inc | 2,452 | US$346K | 0.24% |
| Berkshire Hathaway Inc. | 608 | US$304K | 0.21% |
| Baker Hughes Company | 5,280 | US$293K | 0.20% |
| Robinhood Markets, Inc. | 2,753 | US$276K | 0.19% |
| Roku, Inc. | 1,960 | US$271K | 0.19% |
| Forgent Power Solutions, Inc. | 4,824 | US$269K | 0.19% |
| Zimmer Biomet Holdings, Inc. | 2,933 | US$253K | 0.17% |
| Rubrik, Inc. | 3,121 | US$251K | 0.17% |
| International Flavors & Fragrances, Inc. | 2,990 | US$237K | 0.16% |
| Circle Internet Group, Inc. | 3,769 | US$236K | 0.16% |
| Guardant Health, Inc. | 1,563 | US$234K | 0.16% |
| Block, Inc. | 3,029 | US$230K | 0.16% |
| Novo Nordisk A/s Class B | 4,630 | US$222K | 0.15% |
| Nutanix, Inc. | 4,099 | US$209K | 0.14% |
| Veralto Corp | 2,247 | US$199K | 0.14% |
| Iqvia Holdings, Inc. | 1,028 | US$199K | 0.14% |
| Fortive Corporation | 3,175 | US$194K | 0.13% |
| Unity Software Inc. | 6,620 | US$189K | 0.13% |
| Align Technology, Inc. | 1,086 | US$183K | 0.13% |
| Pinterest, Inc. | 8,514 | US$179K | 0.12% |
| Equifax, Inc. | 1,038 | US$165K | 0.11% |
| Galaxy Digital Inc. | 5,910 | US$162K | 0.11% |
| Powell Industries, Inc. | 552 | US$158K | 0.11% |
| Guidewire Software, Inc. | 1,283 | US$158K | 0.11% |
| Globus Medical, Inc. | 1,959 | US$155K | 0.11% |
| Trimble Inc. | 2,993 | US$153K | 0.11% |
| Akamai Technologies, Inc. | 1,175 | US$139K | 0.10% |
| Bentley Systems, Incorporated | 4,607 | US$138K | 0.09% |
| Watts Water Technologies, Inc. | 333 | US$130K | 0.09% |
| The Trade Desk, Inc. | 7,129 | US$129K | 0.09% |
| Bruker Corporation | 2,131 | US$128K | 0.09% |
| Zurn Elkay Water Solutions Corporation | 2,530 | US$128K | 0.09% |
| Arthur J. Gallagher & Co. | 500 | US$114K | 0.08% |
| Bio-techne Corp | 1,604 | US$113K | 0.08% |
| Snap Inc. | 25,130 | US$112K | 0.08% |
| Rambus, Inc. | 805 | US$107K | 0.07% |
| Illumina, Inc. | 589 | US$104K | 0.07% |
| Xylem Inc. | 844 | US$99,769 | 0.07% |
| Revvity, Inc. | 847 | US$94,237 | 0.06% |
| Procore Technologies, Inc. | 2,288 | US$92,938 | 0.06% |
| Sentinelone, Inc. | 5,202 | US$88,277 | 0.06% |
| Netskope, Inc. | 7,486 | US$81,896 | 0.06% |
| Ptc Inc. | 638 | US$72,483 | 0.05% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Spx Technologies, Inc. | 0 | US$0 | 0.00% |
| Twilio Inc. | 0 | US$0 | 0.00% |
| Workday, Inc. | 0 | US$0 | 0.00% |
| Applovin Corporation | 0 | US$0 | 0.00% |
| Atlassian Corporation | 0 | US$0 | 0.00% |
| C.h. Robinson Worldwide, Inc. | 0 | US$0 | 0.00% |
| Costar Group, Inc. | 0 | US$0 | 0.00% |
| Doximity, Inc. | 0 | US$0 | 0.00% |
| Dupont De Nemours, Inc. | 0 | US$0 | 0.00% |
| Everpure, Inc. | 0 | US$0 | 0.00% |
| Figma Inc | 0 | US$0 | 0.00% |
| Gartner, Inc. | 0 | US$0 | 0.00% |
Every holding of Dara Capital US, Inc.
Source
View original at SEC
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