Filed: 4/30/2026ACC: 0001891892-26-000003
📋 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 $105.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$105.45M
Total AUM (reported)
690.15K
Total Shares
Allocation by class
COM$61.55M58.4%
CL A$9.87M9.4%
CAP STK CL A$5.95M5.6%
COM CL A$3.02M2.9%
SHS$2.67M2.5%
SPON ADR$2.45M2.3%
COM NEW$1.90M1.8%
Portfolio Concentration
Top 3$18.87M17.9%
4–10$30.71M29.1%
11–25$22.71M21.5%
Rest$33.17M31.5%
Top 3 weight
17.9%
Top 10 weight
47.0%
Voting Authority Distribution
Total shares with voting rights: 690.15K
Sole
Full voting authority
690.15K
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:
NVIDIA CORPORATION
SOLEShares37.55K
TypeSH
Market value$6.55M
6.21%
Sole
37.55K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares10.95K
TypeSH
Market value$6.26M
5.94%
Sole
10.95K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares29.06K
TypeSH
Market value$6.05M
5.74%
Sole
29.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares20.68K
TypeSH
Market value$5.95M
5.64%
Sole
20.68K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares19.20K
TypeSH
Market value$5.94M
5.64%
Sole
19.20K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.55K
TypeSH
Market value$5.76M
5.46%
Sole
15.55K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares10.66K
TypeSH
Market value$3.60M
3.41%
Sole
10.66K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares21.62K
TypeSH
Market value$3.18M
3.02%
Sole
21.62K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares9.22K
TypeSH
Market value$3.15M
2.99%
Sole
9.22K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares14.62K
TypeSH
Market value$3.12M
2.96%
Sole
14.62K
Shared
0.00
None
0.00
SAP SE
SOLEShares14.30K
TypeSH
Market value$2.45M
2.32%
Sole
14.30K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares8.53K
TypeSH
Market value$2.42M
2.30%
Sole
8.53K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares4.11K
TypeSH
Market value$1.90M
1.80%
Sole
4.11K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares9.21K
TypeSH
Market value$1.87M
1.78%
Sole
9.21K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares10.40K
TypeSH
Market value$1.87M
1.78%
Sole
10.40K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares2.01K
TypeSH
Market value$1.76M
1.67%
Sole
2.01K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares1.97K
TypeSH
Market value$1.28M
1.22%
Sole
1.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.05K
TypeSH
Market value$1.27M
1.20%
Sole
22.05K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares12.11K
TypeSH
Market value$1.27M
1.20%
Sole
12.11K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares17.77K
TypeSH
Market value$1.24M
1.18%
Sole
17.77K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.91K
TypeSH
Market value$1.16M
1.10%
Sole
5.91K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares2.78K
TypeSH
Market value$1.08M
1.03%
Sole
2.78K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares2.58K
TypeSH
Market value$1.08M
1.02%
Sole
2.58K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares2.69K
TypeSH
Market value$1.07M
1.02%
Sole
2.69K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares12.13K
TypeSH
Market value$994.4K
0.94%
Sole
12.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 37.55K | SH | $6.55M 6.21% | 37.55K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 10.95K | SH | $6.26M 5.94% | 10.95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 29.06K | SH | $6.05M 5.74% | 29.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 20.68K | SH | $5.95M 5.64% | 20.68K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 19.20K | SH | $5.94M 5.64% | 19.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.55K | SH | $5.76M 5.46% | 15.55K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 10.66K | SH | $3.60M 3.41% | 10.66K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 21.62K | SH | $3.18M 3.02% | 21.62K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 9.22K | SH | $3.15M 2.99% | 9.22K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 14.62K | SH | $3.12M 2.96% | 14.62K | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 14.30K | SH | $2.45M 2.32% | 14.30K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM | 8.53K | SH | $2.42M 2.30% | 8.53K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.11K | SH | $1.90M 1.80% | 4.11K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.21K | SH | $1.87M 1.78% | 9.21K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 10.40K | SH | $1.87M 1.78% | 10.40K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 2.01K | SH | $1.76M 1.67% | 2.01K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.97K | SH | $1.28M 1.22% | 1.97K | 0.00 | 0.00 |
ISHARES TRSOLE | GLOBAL ENERG ETF | 22.05K | SH | $1.27M 1.20% | 22.05K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 12.11K | SH | $1.27M 1.20% | 12.11K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 17.77K | SH | $1.24M 1.18% | 17.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 5.91K | SH | $1.16M 1.10% | 5.91K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.78K | SH | $1.08M 1.03% | 2.78K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 2.58K | SH | $1.08M 1.02% | 2.58K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 2.69K | SH | $1.07M 1.02% | 2.69K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 12.13K | SH | $994.4K 0.94% | 12.13K | 0.00 | 0.00 |
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