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13F-HR filed by DARA CAPITAL US, INC.

DARA CAPITAL US, INC. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-23, with 110 holding rows worth $145,043,496.

Accession
0001891892-26-000004
Filed
2026-07-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 110 entries on the cover page, a total value of $145,043,496 stated on the cover page (in dollars after the unit check, H1), rows summing to $145,043,496 with VALUE read as dollars as filed, 13F file number 028-25957. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Micron Technology,Inc.595112103COM9,105$10,509,810dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS21,126$10,089,143dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM26,543$9,485,671dollars as filed
NVIDIA Corp67066G104COM44,369$8,877,793dollars as filed
Applied Materials,Inc.038222105COM12,040$8,704,920dollars as filed
LAM RESEARCH CORP512807108COM18,964$8,217,670dollars as filed
META PLATFORMS INC CL A30303M102COM13,976$7,872,541dollars as filed
Broadcom Inc.11135F101COM19,788$7,474,917dollars as filed
Advanced Micro Devices,Inc.007903107COM11,875$6,898,306dollars as filed
Amazon.com, Inc023135106COM15,618$3,722,394dollars as filed
GE Vernova Inc.36828A101COM2,854$3,353,050dollars as filed
Microsoft Corp594918104COM8,969$3,343,391dollars as filed
PALO ALTO NETWORKS INC697435105COM8,234$2,807,958dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM3,661$2,793,855dollars as filed
Caterpillar Inc.149123101COM2,440$2,598,356dollars as filed
Intuitive Surgical,Inc.46120E602COM5,370$2,135,541dollars as filed
ISHARES INC464286392MSCI WORLD ETF10,400$2,107,456dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock3,352$1,646,368dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock4,673$1,564,613dollars as filed
SPY78462F103SHS1,972$1,472,630dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS17,770$1,472,066dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock9,252$1,351,809dollars as filed
QUANTA SVCS INC74762E102COM1,837$1,322,713dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock5,362$1,315,191dollars as filed
Vanguard Value ETF922908744SHS5,905$1,286,876dollars as filed
Danaher Corporation235851102COM6,390$1,217,167dollars as filed
FORTINET INC COM34959E109Stock7,485$1,149,845dollars as filed
EMERSON ELEC CO COM291011104Stock7,890$1,129,453dollars as filed
ISHARES TR464287341GLOBAL ENERG ETF22,050$1,083,316dollars as filed
iShares Cybersecurity and Tech ETF46435U135CYBERSECURITY17,115$1,039,051dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON12,130$1,007,639dollars as filed
Adobe Inc00724F101COM4,734$970,564dollars as filed
ISHARES TR46434V738CORE MSCI EURO12,890$968,941dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,893$949,074dollars as filed
Johnson & Johnson478160104COM3,588$911,244dollars as filed
FLEX LTD ORDY2573F102Stock5,556$900,460dollars as filed
MOODYS CORP COM615369105Stock1,717$777,663dollars as filed
S&P Global,Inc.78409V104COM1,835$747,322dollars as filed
Apple Inc037833100COM2,401$694,753dollars as filed
Stryker Corporation863667101COM2,191$689,814dollars as filed
CELESTICA INC COM15101Q207Stock1,750$638,400dollars as filed
JABIL INC COM466313103Stock1,599$616,382dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,241$614,394dollars as filed
AUTODESK INC COM052769106Stock3,144$611,256dollars as filed
NATERA INC COM632307104Stock2,171$589,317dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock3,995$584,029dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock4,283$568,910dollars as filed
SPDR S&P Dividend ETF78464A763SHS3,660$556,978dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS5,749$554,548dollars as filed
CEREBRAS SYSTEMS INC COM CL A15675D103Stock2,340$517,140dollars as filed
REDDIT INC CL A75734B100Stock2,919$506,680dollars as filed
VEEVA SYS INC CL A COM922475108Stock2,474$439,060dollars as filed
Eli Lilly and Company532457108COM354$424,598dollars as filed
NVENT ELEC PLC SHSG6700G107Stock2,452$415,883dollars as filed
AMETEK INC COM031100100Stock1,626$393,394dollars as filed
OKTAINCCLASSA679295105STOK2,635$359,545dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock1,986$356,546dollars as filed
iShares Russell 2000 ETF464287655SHS1,185$356,033dollars as filed
HUBBELL INC COM443510607Stock674$352,636dollars as filed
THOMSON REUTERS CORP COM884903808Stock4,277$349,302dollars as filed
ZSCALERINC98980G102STOK2,452$346,099dollars as filed
Berkshire Hathaway Inc084670702COM608$304,237dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock5,280$293,040dollars as filed
ISHARES INC464286665MSCI PAC JP ETF5,295$282,011dollars as filed
ROBINHOOD MKTS INC770700102COM2,753$276,070dollars as filed
ROKU INC COM CL A77543R102Stock1,960$270,754dollars as filed
FORGENT POWER SOLUTIONS INC34631F102COM SHS CL A4,824$269,468dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock2,933$252,501dollars as filed
RUBRIK INC.781154109CL A3,121$250,553dollars as filed
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock2,990$236,867dollars as filed
CIRCLE INTERNET GROUP INC172573107COM CL A3,769$236,052dollars as filed
GUARDANT HEALTH INC COM40131M109Stock1,563$234,496dollars as filed
BLOCK INC CL A852234103Stock3,029$230,204dollars as filed
Medtronic PlcG5960L103COM2,887$225,850dollars as filed
NOVO-NORDISK A S ADR670100205ADR4,630$221,892dollars as filed
NUTANIX INC CL A67059N108Stock4,099$208,885dollars as filed
VERALTO CORP COM SHS92338C103Stock2,247$199,263dollars as filed
IQVIA HLDGS INC COM46266C105Stock1,028$198,630dollars as filed
FORTIVE CORP COM34959J108Stock3,175$193,960dollars as filed
UNITY SOFTWARE INC COM91332U101Stock6,620$189,199dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock1,086$183,164dollars as filed
PINTEREST INC CL A72352L106Stock8,514$179,049dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock1,265$166,258dollars as filed
EQUIFAX INC COM294429105Stock1,038$164,751dollars as filed
GALAXY DIGITAL INC. CL A36317J209Stock5,910$161,579dollars as filed
POWELL INDS INC739128106COM552$158,070dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock784$158,062dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock1,283$157,873dollars as filed
GLOBUS MED INC CL A379577208Stock1,959$154,780dollars as filed
TRIMBLE INC COM896239100Stock2,993$153,181dollars as filed
AKAMAI TECHNOLOGIES INC COM00971T101Stock1,175$138,896dollars as filed
BENTLEY SYS INC COM CL B08265T208Stock4,607$137,703dollars as filed
WATTS WATER TECHNOLOGIES INC CL A942749102Stock333$130,352dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK7,129$128,892dollars as filed
BRUKER CORP116794108COM2,131$128,243dollars as filed
ZURN ELKAY WATER SOLNS CORP COM98983L108Stock2,530$127,840dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock500$113,560dollars as filed
BIO-TECHNE CORP09073M104COM1,604$113,322dollars as filed
SNAP INC83304A106CL A25,130$111,577dollars as filed
RAMBUS INC DEL COM750917106Stock805$106,855dollars as filed
ILLUMINA INC452327109COM589$103,563dollars as filed
XYLEM INC COM98419M100Stock844$99,769dollars as filed
REVVITY INC714046109COM847$94,237dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock2,288$92,938dollars as filed
SENTINELONE INC81730H109CL A5,202$88,277dollars as filed
NETSKOPE INC CL A64119N608COMMON STOCK7,486$81,896dollars as filed
PTC INC COM69370C100Stock638$72,483dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS1,100$58,938dollars as filed
ISHARES INC46434G848MSCI GBL ETF NEW1,000$57,790dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF150$33,192dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001891892-26-000004this filing2026-07-23acceptance time not in the bulk data set