Investor
DARA CAPITAL US, INC.
CIK 0001891892 · filed 2026-04-30 · SEC filing
13F book
$105.5M
Positions
119
Largest name
6.2%
Nvidia Corp · NVDA
Est. mark
−$10.5M
Price effect on 119 names still held. Flow $2.98M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 37.6K | $6.55M | 6.2% | −$438.1K | Added−$203.7K |
| Meta Platforms, Inc. | META | 10.9K | $6.26M | 5.9% | −$926.1K | Added−$686.4K |
| Amazon Com Inc | AMZN | 29.1K | $6.05M | 5.7% | −$630.3K | Added−$398.3K |
| Alphabet Inc | — | 20.7K | $5.95M | 5.6% | −$509.1K | Added−$317.5K |
| Broadcom Inc. | AVGO | 19.2K | $5.94M | 5.6% | −$675.7K | Added−$447.9K |
| Microsoft Corp | MSFT | 15.6K | $5.76M | 5.5% | −$1.71M | Added−$1.51M |
| Micron Technology Inc | MU | 10.7K | $3.6M | 3.4% | $537.5K | Added$675.3K |
| Oracle Corp | — | 21.6K | $3.18M | 3.0% | −$994K | Added−$872K |
| Applied Matls Inc | — | 9.22K | $3.15M | 3.0% | $752.1K | Added$872.7K |
| Lam Research Corp | LRCX | 14.6K | $3.12M | 3.0% | $597.4K | Added$717K |
| Sap Se | — | 14.3K | $2.45M | 2.3% | −$986.4K | Added−$892.7K |
| Ge Aerospace | — | 8.53K | $2.42M | 2.3% | −$199K | Added−$106.5K |
| Intuitive Surgical Inc | ISRG | 4.11K | $1.9M | 1.8% | −$418.2K | Added−$351.8K |
| Advanced Micro Devices Inc | AMD | 9.21K | $1.87M | 1.8% | −$95.4K | Added−$30.1K |
| Ishares Inc | — | 10.4K | $1.87M | 1.8% | −$59.8K | Held |
| GE Vernova Inc. | GEV | 2.01K | $1.76M | 1.7% | $426.4K | Added$487.5K |
| Spdr S&P 500 Etf Tr | — | 1.97K | $1.28M | 1.2% | −$62.3K | Held |
| Ishares Tr | — | 22.1K | $1.27M | 1.2% | $345.7K | Held |
| ServiceNow, Inc. | NOW | 12.1K | $1.27M | 1.2% | −$563.5K | Added−$508.8K |
| Ishares Inc | — | 17.8K | $1.24M | 1.2% | $45K | Held |
| Vanguard Index Fds | — | 5.91K | $1.16M | 1.1% | $30.8K | Held |
| Crowdstrike Hldgs Inc | — | 2.78K | $1.08M | 1.0% | −$209.5K | Added−$168.5K |
| Trane Technologies Plc | TT | 2.58K | $1.08M | 1.0% | $68.4K | Added$109.2K |
| Applovin Corp | APP | 2.69K | $1.07M | 1.0% | −$715.2K | Added−$674.6K |
| Select Sector Spdr Tr | — | 12.1K | $994.4K | 0.9% | $52.2K | Held |
| Palo Alto Networks Inc | PANW | 5.86K | $939.2K | 0.9% | −$137.8K | Added−$123.9K |
| Danaher Corporation | — | 4.81K | $912K | 0.9% | −$183.5K | Added−$156.4K |
| Adobe Inc. | ADBE | 3.74K | $908.6K | 0.9% | −$387.8K | Added−$360.8K |
| Ishares Tr | — | 12.9K | $905.8K | 0.9% | −$9.15K | Held |
| Ishares Tr | — | 35.5K | $898.5K | 0.9% | −$4.79K | Held |
| Ishares Tr | — | 37.1K | $898.2K | 0.9% | −$1.67K | Held |
| Johnson Ctls Intl Plc | — | 6.83K | $894.6K | 0.8% | $74.3K | Added$100.2K |
| Vertiv Holdings Co | VRT | 3.44K | $861.7K | 0.8% | $298.4K | Added$315.9K |
| Thermo Fisher Scientific Inc. | TMO | 1.73K | $849.4K | 0.8% | −$147.4K | Added−$122.4K |
| Cloudflare, Inc. | NET | 4.05K | $835.7K | 0.8% | $36.5K | Added$53.4K |
| Intuit Inc. | INTU | 1.89K | $818.1K | 0.8% | −$422.6K | Added−$398.8K |
| Emerson Elec Co | — | 5.99K | $785.2K | 0.7% | −$9.98K | Added$6K |
| International Business Machs | — | 3.23K | $783.6K | 0.7% | −$168.8K | Added−$145.6K |
| Alibaba Group Hldg Ltd | — | 6.06K | $760.4K | 0.7% | −$124.2K | Added−$101.5K |
| Ishares Tr | — | 17.1K | $747.1K | 0.7% | −$76.5K | Held |
| Ishares Tr | — | 26.3K | $703.7K | 0.7% | −$15.3K | Held |
| Johnson & Johnson | JNJ | 2.87K | $700.6K | 0.7% | $105.3K | Added$119.5K |
| Caterpillar Inc | CAT | 978 | $692.9K | 0.7% | $129.9K | Added$144.1K |
| Salesforce, Inc. | CRM | 3.63K | $678K | 0.6% | −$275.7K | Added−$255.6K |
| Parker-Hannifin Corp | PH | 757 | $677.7K | 0.6% | $12.1K | Added$26.4K |
| Moodys Corp | — | 1.44K | $627.3K | 0.6% | −$105K | Added−$91.9K |
| Apple Inc. | AAPL | 2.4K | $609.3K | 0.6% | −$43.4K | Held |
| S&P Global Inc. | SPGI | 1.42K | $605.7K | 0.6% | −$135.7K | Added−$123.3K |
| Stryker Corp | SYK | 1.77K | $582.6K | 0.6% | −$39.7K | Added−$27.6K |
| Autodesk, Inc. | ADSK | 2.41K | $577K | 0.5% | −$133.7K | Added−$121.9K |
| Coinbase Global, Inc. | COIN | 3.12K | $545.5K | 0.5% | −$157.7K | Added−$146.7K |
| Spdr Series Trust | — | 3.66K | $534.1K | 0.5% | $24.8K | Held |
| Ishares Tr | — | 5.75K | $533.2K | 0.5% | −$8.39K | Held |
| Fortinet, Inc. | FTNT | 6.01K | $491.1K | 0.5% | $13.4K | Added$30.4K |
| Ishares Tr | — | 3.79K | $448.9K | 0.4% | −$2.84K | Held |
| Quanta Svcs Inc | — | 811 | $445.3K | 0.4% | $98.6K | Added$117.3K |
| Workday, Inc. | WDAY | 3.08K | $400.3K | 0.4% | −$256.1K | Added−$247.9K |
| Ishares Tr | — | 4.59K | $397.9K | 0.4% | −$2.16K | Held |
| Rockwell Automation, Inc | ROK | 945 | $339.1K | 0.3% | −$27.8K | Added−$19.2K |
| Veeva Sys Inc | — | 1.9K | $333.9K | 0.3% | −$88.1K | Added−$79.7K |
| Jabil Inc | JBL | 1.23K | $327.5K | 0.3% | $44.4K | Added$58.5K |
| Eli Lilly & Co | LLY | 354 | $325.6K | 0.3% | −$54.8K | Held |
| Thomson Reuters Corp | — | 3.37K | $303.3K | 0.3% | −$137.7K | Added−$129.9K |
| Reddit, Inc. | RDDT | 2.24K | $301.3K | 0.3% | −$207.7K | Added−$200K |
| Hubbell Inc | HUBB | 611 | $299.8K | 0.3% | $27.5K | Added$38.3K |
| Garmin Ltd | GRMN | 1.29K | $299.8K | 0.3% | $36.7K | Added$44.6K |
| Ishares Tr | — | 1.19K | $293.9K | 0.3% | $2.18K | Held |
| Berkshire Hathaway Inc Del | — | 608 | $291.4K | 0.3% | −$14.3K | Held |
| Flex Ltd. | FLEX | 4.3K | $281.8K | 0.3% | $21.1K | Added$29.3K |
| Ishares Inc | — | 5.29K | $281.4K | 0.3% | $14.1K | Held |
| Ametek Inc/ | AME | 1.24K | $265.2K | 0.3% | $10.7K | Added$22.1K |
| Circle Internet Group, Inc. | CRCL | 2.67K | $255.2K | 0.2% | $42K | Added$48.6K |
| Zscaler, Inc. | ZS | 1.79K | $251K | 0.2% | −$151.4K | Held |
| MongoDB, Inc. | MDB | 1.02K | $250.6K | 0.2% | −$173K | Added−$164.4K |
| Twilio Inc | TWLO | 1.75K | $220.1K | 0.2% | −$27.5K | Added−$18.1K |
| Nvent Electric Plc | NVT | 1.82K | $215.7K | 0.2% | $29.7K | Held |
| Atlassian Corp | TEAM | 3.08K | $209.9K | 0.2% | −$277.3K | Added−$268.9K |
| C. H. Robinson Worldwide, Inc. | CHRW | 1.23K | $204.6K | 0.2% | $6.54K | Held |
| Zimmer Biomet Holdings, Inc. | ZBH | 2.24K | $202.5K | 0.2% | $1.12K | Held |
| Medtronic Plc | MDT | 2.15K | $186.3K | 0.2% | −$20.2K | Held |
| Block Inc | — | 2.9K | $174.8K | 0.2% | −$14.3K | Held |
| Baker Hughes Company | — | 2.79K | $170.3K | 0.2% | $41.1K | Added$49.7K |
| Novo-Nordisk A S | — | 4.63K | $170.1K | 0.2% | −$65.5K | Held |
| Okta, Inc. | OKTA | 2.05K | $161.5K | 0.2% | −$15.1K | Added−$6.84K |
| Fortive Corp | FTV | 2.91K | $160.8K | 0.2% | $191 | Added$10.5K |
| Veralto Corp | VLTO | 1.74K | $153.8K | 0.1% | −$18.7K | Added−$10.8K |
| Robinhood Mkts Inc | — | 2.13K | $147.8K | 0.1% | −$93.4K | Held |
| Guidewire Software, Inc. | GWRE | 981 | $146.7K | 0.1% | −$47.6K | Added−$39.4K |
| Equifax Inc | EFX | 790 | $142.3K | 0.1% | −$29.2K | Held |
| Align Technology Inc | ALGN | 807 | $138.3K | 0.1% | $12.3K | Held |
| Roku, Inc | ROKU | 1.46K | $138.2K | 0.1% | −$19K | Added−$10.1K |
| Check Point Software Tech Lt | — | 960 | $137.1K | 0.1% | −$41K | Held |
| Pinterest, Inc. | PINS | 7.48K | $137.1K | 0.1% | −$56.5K | Held |
| Iqvia Hldgs Inc | — | 785 | $133.9K | 0.1% | −$40.4K | Added−$32K |
| Figma, Inc. | FIG | 5.6K | $118.5K | 0.1% | −$91K | Held |
| Bentley Sys Inc | — | 3.33K | $117.1K | 0.1% | −$10.1K | Held |
| Nutanix, Inc. | NTNX | 2.99K | $113.7K | 0.1% | −$40.9K | Held |
| Gallagher Arthur J & Co | — | 500 | $108.3K | 0.1% | −$21.1K | Held |
| Rubrik, Inc. | RBRK | 2.2K | $107.8K | 0.1% | −$60.6K | Held |
| Gartner Inc | IT | 665 | $105.3K | 0.1% | −$62.5K | Held |
| Pure Storage Inc | P | 1.77K | $104.7K | 0.1% | −$13.1K | Added−$5.55K |
| Unity Software Inc. | U | 4.77K | $104.6K | 0.1% | −$106K | Held |
| DuPont de Nemours, Inc. | DD | 1.98K | $90.5K | 0.1% | $11.1K | Held |
| Snap Inc | SNAP | 19.4K | $89.4K | 0.1% | −$67.4K | Held |
| Agilent Technologies, Inc. | A | 777 | $88.6K | 0.1% | −$17.2K | Held |
| Manhattan Associates Inc | MANH | 652 | $86.8K | 0.1% | −$26.2K | Held |
| SPX Technologies, Inc. | SPXC | 425 | $85K | 0.1% | −$47 | Added$6.95K |
| Xylem Inc. | XYL | 643 | $76.8K | 0.1% | −$10.7K | Held |
| Ishares Tr | — | 400 | $75.8K | 0.1% | $3.35K | Held |
| Costar Group, Inc. | CSGP | 1.73K | $69.9K | 0.1% | −$46.6K | Held |
| Ptc Inc. | PTC | 484 | $69K | 0.1% | −$15.4K | Held |
| Select Sector Spdr Tr | — | 1.1K | $67.4K | 0.1% | $18.2K | Held |
| Klaviyo, Inc. | KVYO | 3.46K | $67.4K | 0.1% | −$45K | Held |
| Open Text Corp | OTEX | 2.72K | $60.5K | 0.1% | −$28.1K | Held |
| Mobileye Global Inc. | MBLY | 8.72K | $59.9K | 0.1% | −$31.1K | Held |
| Elastic N.V. | ESTC | 1.15K | $57.3K | 0.1% | −$29.2K | Held |
| Ishares Inc | — | 1K | $56.7K | 0.1% | $5.43K | Held |
| Doximity, Inc. | DOCS | 2.07K | $48.1K | 0.0% | −$43.3K | Held |
| Netskope Inc | NTSK | 4.13K | $35K | 0.0% | −$37.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.