Dara Capital US, Inc.
110 holdingsFiling period: 2026-06-30Current AUM: $138.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | 9.1K | $10.5M | $8.2M | 5.88% | -1,554 | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufac | 21.1K | $10.1M | $9.0M | 6.47% | -- | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 26.5K | $9.5M | $9.0M | 6.50% | +5.9K | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 44.4K | $8.9M | $9.6M | 6.92% | +6.8K | 2026-06-30 |
| 5 | AMAT | Applied Matls Inc | 12.0K | $8.7M | $4.9M | 3.51% | +2.8K | 2026-06-30 |
| 6 | LRCX | Lam Research Corp | 19.0K | $8.2M | $5.0M | 3.60% | +4.3K | 2026-06-30 |
| 7 | META | Meta Platforms Inc | 14.0K | $7.9M | $9.7M | 6.99% | +3.0K | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 19.8K | $7.5M | $6.6M | 4.76% | +585 | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 11.9K | $6.9M | $6.3M | 4.57% | +2.7K | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 15.6K | $3.7M | $4.1M | 2.95% | -13,446 | 2026-06-30 |
| 11 | GEV | GE Vernova Inc | 2.9K | $3.4M | $2.5M | 1.83% | +840 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 9.0K | $3.3M | $4.8M | 3.43% | -6,585 | 2026-06-30 |
| 13 | PANW | Palo Alto Networks Inc | 8.2K | $2.8M | $2.8M | 2.02% | +2.4K | 2026-06-30 |
| 14 | CRWD | Crowdstrike Hldgs Inc | 3.7K | $2.8M | $3.3M | 2.40% | +882 | 2026-06-30 |
| 15 | CAT | Caterpillar Inc | 2.4K | $2.6M | $1.8M | 1.27% | +1.5K | 2026-06-30 |
| 16 | ISRG | Intuitive Surgical Inc | 5.4K | $2.1M | $2.4M | 1.69% | +1.3K | 2026-06-30 |
| 17 | URTH | iShares Inc | 10.4K | $2.1M | $2.2M | 1.55% | -- | 2026-06-30 |
| 18 | — | Trane Technologies PLC | 3.4K | $1.6M | $1.6M | 1.19% | +771 | 2026-06-30 |
| 19 | VRT | Vertiv Holdings Co | 4.7K | $1.6M | $951K | 0.68% | +1.2K | 2026-06-30 |
| 20 | SPY | Spdr S&P 500 ETF TR | 2.0K | $1.5M | $1.5M | 1.09% | -- | 2026-06-30 |
| 21 | IEMG | iShares Inc | 17.8K | $1.5M | $1.4M | 0.99% | -- | 2026-06-30 |
| 22 | — | Johnson Ctls Intl PLC | 9.3K | $1.4M | $1.4M | 0.97% | +2.4K | 2026-06-30 |
| 23 | PWR | Quanta Svcs Inc | 1.8K | $1.3M | $1.1M | 0.79% | +1.0K | 2026-06-30 |
| 24 | NET | Cloudflare Inc | 5.4K | $1.3M | $1.6M | 1.13% | +1.3K | 2026-06-30 |
| 25 | VTV | Vanguard Index Fds | 5.9K | $1.3M | $1.3M | 0.95% | -- | 2026-06-30 |
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