Filed: 1/23/2026ACC: 0001891892-26-000002
📋 What this filing means
DARA CAPITAL US, INC. filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $112.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$112.96M
Total AUM (reported)
677.36K
Total Shares
Allocation by class
COM$65.03M57.6%
CL A$11.91M10.5%
CAP STK CL A$6.26M5.5%
COM CL A$3.58M3.2%
SPON ADR$3.34M3.0%
SHS$2.41M2.1%
COM NEW$2.25M2.0%
Portfolio Concentration
Top 3$20.97M18.6%
4–10$31.95M28.3%
11–25$24.04M21.3%
Rest$36.00M31.9%
Top 3 weight
18.6%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 677.36K
Sole
Full voting authority
677.36K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole119
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings119
Rows:
MICROSOFT CORP
SOLEShares15.03K
TypeSH
Market value$7.27M
6.43%
Sole
15.03K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares10.53K
TypeSH
Market value$6.95M
6.15%
Sole
10.53K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares36.21K
TypeSH
Market value$6.75M
5.98%
Sole
36.21K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares27.95K
TypeSH
Market value$6.45M
5.71%
Sole
27.95K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares18.47K
TypeSH
Market value$6.39M
5.66%
Sole
18.47K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares20.01K
TypeSH
Market value$6.26M
5.54%
Sole
20.01K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares20.79K
TypeSH
Market value$4.05M
3.59%
Sole
20.79K
Shared
0.00
None
0.00
SAP SE
SOLEShares13.76K
TypeSH
Market value$3.34M
2.96%
Sole
13.76K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares10.25K
TypeSH
Market value$2.93M
2.59%
Sole
10.25K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares8.20K
TypeSH
Market value$2.53M
2.24%
Sole
8.20K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares14.06K
TypeSH
Market value$2.41M
2.13%
Sole
14.06K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares8.87K
TypeSH
Market value$2.28M
2.02%
Sole
8.87K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares3.97K
TypeSH
Market value$2.25M
1.99%
Sole
3.97K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares10.40K
TypeSH
Market value$1.93M
1.71%
Sole
10.40K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares8.89K
TypeSH
Market value$1.90M
1.69%
Sole
8.89K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares11.59K
TypeSH
Market value$1.77M
1.57%
Sole
11.59K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares2.59K
TypeSH
Market value$1.75M
1.55%
Sole
2.59K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares1.97K
TypeSH
Market value$1.34M
1.19%
Sole
1.97K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares1.94K
TypeSH
Market value$1.27M
1.12%
Sole
1.94K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares3.63K
TypeSH
Market value$1.27M
1.12%
Sole
3.63K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares2.67K
TypeSH
Market value$1.25M
1.11%
Sole
2.67K
Shared
0.00
None
0.00
INTUIT
SOLEShares1.84K
TypeSH
Market value$1.22M
1.08%
Sole
1.84K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares17.77K
TypeSH
Market value$1.19M
1.06%
Sole
17.77K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.91K
TypeSH
Market value$1.13M
1.00%
Sole
5.91K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares4.67K
TypeSH
Market value$1.07M
0.95%
Sole
4.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 15.03K | SH | $7.27M 6.43% | 15.03K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 10.53K | SH | $6.95M 6.15% | 10.53K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 36.21K | SH | $6.75M 5.98% | 36.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.95K | SH | $6.45M 5.71% | 27.95K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 18.47K | SH | $6.39M 5.66% | 18.47K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 20.01K | SH | $6.26M 5.54% | 20.01K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 20.79K | SH | $4.05M 3.59% | 20.79K | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 13.76K | SH | $3.34M 2.96% | 13.76K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 10.25K | SH | $2.93M 2.59% | 10.25K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM | 8.20K | SH | $2.53M 2.24% | 8.20K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 14.06K | SH | $2.41M 2.13% | 14.06K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 8.87K | SH | $2.28M 2.02% | 8.87K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.97K | SH | $2.25M 1.99% | 3.97K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 10.40K | SH | $1.93M 1.71% | 10.40K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.89K | SH | $1.90M 1.69% | 8.89K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 11.59K | SH | $1.77M 1.57% | 11.59K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 2.59K | SH | $1.75M 1.55% | 2.59K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.97K | SH | $1.34M 1.19% | 1.97K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 1.94K | SH | $1.27M 1.12% | 1.94K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 3.63K | SH | $1.27M 1.12% | 3.63K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.67K | SH | $1.25M 1.11% | 2.67K | 0.00 | 0.00 |
INTUITSOLE | COM | 1.84K | SH | $1.22M 1.08% | 1.84K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 17.77K | SH | $1.19M 1.06% | 17.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 5.91K | SH | $1.13M 1.00% | 5.91K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 4.67K | SH | $1.07M 0.95% | 4.67K | 0.00 | 0.00 |
Page 1 of 5
…