Dara Capital Us, Inc. Top Holdings and 13F Report (2026) About Dara Capital Us, Inc.Investment ActivityDara Capital Us, Inc. has $145.04 million in total holdings as of June 30, 2026.Dara Capital Us, Inc. owns shares of 110 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 25.69% of the portfolio was purchased this quarter.About 18.96% of the portfolio was sold this quarter.This quarter, Dara Capital Us, Inc. has purchased 119 new stocks and bought additional shares in 63 stocks.Dara Capital Us, Inc. sold shares of 4 stocks and completely divested from 33 stocks this quarter.Largest Holdings Micron Technology $10,509,810Taiwan Semiconductor Manufacturing $10,089,143Alphabet $9,485,671NVIDIA $8,877,793Applied Materials $8,704,920 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $10,089,143 Holding15101Q207 - CELESTICA INC $638,400 Holding632307104 - Natera $589,317 Holding15675D103 - CEREBRAS SYSTEMS INC $517,140 Holding92345Y106 - Verisk Analytics $356,546 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 21,126 shares (about $10.09M)Alphabet 5,867 shares (about $2.10M)Applied Materials 2,818 shares (about $2.04M)Lam Research 4,341 shares (about $1.88M)Meta Platforms 3,028 shares (about $1.71M) Largest Sales this Quarter Amazon.com 13,446 shares (about $3.20M)Microsoft 6,585 shares (about $2.45M)Micron Technology 1,554 shares (about $1.79M)iShares Russell 2000 Value ETF 250 shares (about $55.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDara Capital Us, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUMicron Technology$10,509,810$1,793,767 â–¼-14.6%9,1057.2%TechnologyTSMTaiwan Semiconductor Manufacturing$10,089,143$10,089,143 â–²New Holding21,1267.0%TechnologyGOOGLAlphabet$9,485,671$2,096,690 â–²28.4%26,5436.5%Communication ServicesNVDANVIDIA$8,877,793$1,363,613 â–²18.1%44,3696.1%TechnologyAMATApplied Materials$8,704,920$2,037,414 â–²30.6%12,0406.0%TechnologyLRCXLam Research$8,217,670$1,881,086 â–²29.7%18,9645.7%TechnologyMETAMeta Platforms$7,872,541$1,705,642 â–²27.7%13,9765.4%Communication ServicesAVGOBroadcom$7,474,917$220,984 â–²3.0%19,7885.2%TechnologyAMDAdvanced Micro Devices$6,898,306$1,545,801 â–²28.9%11,8754.8%TechnologyAMZNAmazon.com$3,722,394$3,204,720 â–¼-46.3%15,6182.6%Consumer DiscretionaryGE VERNOVA INC$3,353,050$986,882 â–²41.7%2,8542.3%COMMSFTMicrosoft$3,343,391$2,454,703 â–¼-42.3%8,9692.3%TechnologyPANWPalo Alto Networks$2,807,958$810,263 â–²40.6%8,2341.9%TechnologyCRWDCrowdStrike$2,793,855$673,089 â–²31.7%3,6611.9%TechnologyCATCaterpillar$2,598,356$1,556,884 â–²149.5%2,4401.8%IndustrialsISRGIntuitive Surgical$2,135,541$499,884 â–²30.6%5,3701.5%HealthcareURTHiShares MSCI World ETF$2,107,4560.0%10,4001.5%ETFTTTrane Technologies$1,646,368$378,684 â–²29.9%3,3521.1%IndustrialsVRTVertiv$1,564,613$413,168 â–²35.9%4,6731.1%IndustrialsSPYSPDR S&P 500 ETF Trust$1,472,6300.0%1,9721.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,472,0660.0%17,7701.0%ETFJCIJohnson Controls International$1,351,809$353,586 â–²35.4%9,2520.9%IndustrialsPWRQuanta Services$1,322,713$738,761 â–²126.5%1,8370.9%IndustrialsNETCloudflare$1,315,191$321,807 â–²32.4%5,3620.9%TechnologyVTVVanguard Value ETF$1,286,8760.0%5,9050.9%ETFDHRDanaher$1,217,167$300,958 â–²32.8%6,3900.8%HealthcareFTNTFortinet$1,149,845$226,743 â–²24.6%7,4850.8%TechnologyEMREmerson Electric$1,129,453$271,555 â–²31.7%7,8900.8%IndustrialsIXCiShares Global Energy ETF$1,083,3160.0%22,0500.7%ETFIHAKiShares Cybersecurity and Tech ETF$1,039,0510.0%17,1150.7%ETFXLPConsumer Staples Select Sector SPDR Fund$1,007,6390.0%12,1300.7%ETFADBEAdobe$970,564$204,200 â–²26.6%4,7340.7%TechnologyIEURiShares Core MSCI Europe ETF$968,9410.0%12,8900.7%ETFTMOThermo Fisher Scientific$949,074$82,724 â–²9.5%1,8930.7%HealthcareJNJJohnson & Johnson$911,244$183,366 â–²25.2%3,5880.6%HealthcareFLEXFlex$900,460$202,749 â–²29.1%5,5560.6%TechnologyMCOMoody's$777,663$126,365 â–²19.4%1,7170.5%FinanceSPGIS&P Global$747,322$167,384 â–²28.9%1,8350.5%FinanceAAPLApple$694,7530.0%2,4010.5%TechnologySYKStryker$689,814$131,603 â–²23.6%2,1910.5%HealthcareCELESTICA INC$638,400$638,400 â–²New Holding1,7500.4%COMJBLJabil$616,382$141,086 â–²29.7%1,5990.4%TechnologyROKRockwell Automation$614,394$146,544 â–²31.3%1,2410.4%IndustrialsADSKAutodesk$611,256$142,704 â–²30.5%3,1440.4%TechnologyNTRANatera$589,317$589,317 â–²New Holding2,1710.4%HealthcareCOINCoinbase Global$584,029$127,331 â–²27.9%3,9950.4%FinanceAAgilent Technologies$568,910$465,701 â–²451.2%4,2830.4%HealthcareSDYSPDR S&P Dividend ETF$556,9780.0%3,6600.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$554,5480.0%5,7490.4%ETFCEREBRAS SYSTEMS INC$517,140$517,140 â–²New Holding2,3400.4%COM CL AREDDIT INC$506,680$118,208 â–²30.4%2,9190.3%CL AVEEVVeeva Systems$439,060$101,690 â–²30.1%2,4740.3%HealthcareLLYEli Lilly and Company$424,5980.0%3540.3%HealthcareNVTnVent Electric$415,883$106,515 â–²34.4%2,4520.3%IndustrialsAMEAMETEK$393,394$94,115 â–²31.4%1,6260.3%TechnologyOKTAOkta$359,545$79,550 â–²28.4%2,6350.2%TechnologyVRSKVerisk Analytics$356,546$356,546 â–²New Holding1,9860.2%IndustrialsIWMiShares Russell 2000 ETF$356,0330.0%1,1850.2%ETFHUBBHubbell$352,636$32,962 â–²10.3%6740.2%IndustrialsTHOMSON REUTERS CORP.$349,302$73,993 â–²26.9%4,2770.2%COMZSZscaler$346,099$93,582 â–²37.1%2,4520.2%TechnologyBRK.BBerkshire Hathaway$304,2370.0%6080.2%FinanceBKRBaker Hughes$293,040$138,251 â–²89.3%5,2800.2%EnergyEPPiShares MSCI Pacific ex Japan ETF$282,0110.0%5,2950.2%ETFHOODRobinhood Markets$276,070$62,173 â–²29.1%2,7530.2%FinanceROKURoku$270,754$68,932 â–²34.2%1,9600.2%Communication ServicesFORGENT POWER SOLUTIONS INC$269,468$269,468 â–²New Holding4,8240.2%COM SHS CL AZBHZimmer Biomet$252,501$59,660 â–²30.9%2,9330.2%HealthcareRUBRIK INC.$250,553$73,777 â–²41.7%3,1210.2%CL AIFFInternational Flavors & Fragrances$236,867$236,867 â–²New Holding2,9900.2%MaterialsCIRCLE INTERNET GROUP INC$236,052$68,517 â–²40.9%3,7690.2%COM CL AGHGuardant Health$234,496$234,496 â–²New Holding1,5630.2%HealthcareBLOCK INC$230,204$9,500 â–²4.3%3,0290.2%CL AMDTMedtronic$225,850$57,656 â–²34.3%2,8870.2%HealthcareNVONovo Nordisk A/S$221,8920.0%4,6300.2%HealthcareNTNXNutanix$208,885$56,464 â–²37.0%4,0990.1%TechnologyVERALTO CORP$199,263$44,961 â–²29.1%2,2470.1%COM SHSIQVIQVIA$198,630$46,952 â–²31.0%1,0280.1%HealthcareFTVFortive$193,960$16,311 â–²9.2%3,1750.1%IndustrialsUUnity Software$189,199$52,959 â–²38.9%6,6200.1%TechnologyALGNAlign Technology$183,164$47,056 â–²34.6%1,0860.1%HealthcarePINSPinterest$179,049$21,808 â–²13.9%8,5140.1%Communication ServicesCHKPCheck Point Software Technologies$166,258$40,086 â–²31.8%1,2650.1%TechnologyEFXEquifax$164,751$39,362 â–²31.4%1,0380.1%IndustrialsGALAXY DIGITAL INC.$161,579$161,579 â–²New Holding5,9100.1%CL APOWLPowell Industries$158,070$158,070 â–²New Holding5520.1%IndustrialsTE CONNECTIVITY PLC$158,062$158,062 â–²New Holding7840.1%ORD SHSGWREGuidewire Software$157,873$37,161 â–²30.8%1,2830.1%TechnologyGMEDGlobus Medical$154,780$154,780 â–²New Holding1,9590.1%HealthcareTRMBTrimble$153,181$153,181 â–²New Holding2,9930.1%TechnologyAKAMAkamai Technologies$138,896$138,896 â–²New Holding1,1750.1%TechnologyBSYBentley Systems$137,703$38,080 â–²38.2%4,6070.1%TechnologyWTSWatts Water Technologies$130,352$130,352 â–²New Holding3330.1%IndustrialsTTDTrade Desk$128,892$128,892 â–²New Holding7,1290.1%Communication ServicesBRKRBruker$128,243$128,243 â–²New Holding2,1310.1%HealthcareZWSZurn Elkay Water Solutions Cor$127,840$127,840 â–²New Holding2,5300.1%IndustrialsAJGArthur J. Gallagher & Co.$113,5600.0%5000.1%FinanceTECHBio-Techne$113,322$113,322 â–²New Holding1,6040.1%HealthcareSNAPSnap$111,577$25,272 â–²29.3%25,1300.1%Communication ServicesRMBSRambus$106,855$106,855 â–²New Holding8050.1%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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