13F HOLDINGS REPORT
DARA CAPITAL US, INC.
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001891892-26-000002
Total Value
$113.0M
Positions
119
Other Managers
0
Confidential Omitted
No
Holdings (119)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 15,029 | $7.3M | 6.43% |
| 2 | META PLATFORMS INC | META | 10,529 | $7.0M | 6.15% |
| 3 | NVIDIA CORPORATION | NVDA | 36,210 | $6.8M | 5.98% |
| 4 | AMAZON COM INC | AMZN | 27,950 | $6.5M | 5.71% |
| 5 | BROADCOM INC | AVGO | 18,467 | $6.4M | 5.66% |
| 6 | ALPHABET INC | GOOG | 20,010 | $6.3M | 5.54% |
| 7 | ORACLE CORP | ORCL-PD | 20,794 | $4.1M | 3.59% |
| 8 | SAP SE | SAPGF | 13,757 | $3.3M | 2.96% |
| 9 | MICRON TECHNOLOGY INC | MU | 10,251 | $2.9M | 2.59% |
| 10 | GE AEROSPACE | 369604301 | 8,203 | $2.5M | 2.24% |
| 11 | LAM RESEARCH CORP | LRCX | 14,063 | $2.4M | 2.13% |
| 12 | APPLIED MATLS INC | 038222105 | 8,869 | $2.3M | 2.02% |
| 13 | INTUITIVE SURGICAL INC | ISRG | 3,969 | $2.2M | 1.99% |
| 14 | ISHARES INC | 464286392 | 10,400 | $1.9M | 1.71% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 8,893 | $1.9M | 1.69% |
| 16 | SERVICENOW INC | NOW | 11,585 | $1.8M | 1.57% |
| 17 | APPLOVIN CORP | APP | 2,593 | $1.7M | 1.55% |
| 18 | SPDR S&P 500 ETF TR | SPY | 1,972 | $1.3M | 1.19% |
| 19 | GE VERNOVA INC | GEV | 1,944 | $1.3M | 1.12% |
| 20 | ADOBE INC | ADBE | 3,627 | $1.3M | 1.12% |
| 21 | CROWDSTRIKE HLDGS INC | CRWD | 2,674 | $1.3M | 1.11% |
| 22 | INTUIT | INTU | 1,837 | $1.2M | 1.08% |
| 23 | ISHARES INC | 46434G103 | 17,770 | $1.2M | 1.06% |
| 24 | VANGUARD INDEX FDS | 922908744 | 5,905 | $1.1M | 1.00% |
| 25 | DANAHER CORPORATION | 235851102 | 4,667 | $1.1M | 0.95% |
| 26 | PALO ALTO NETWORKS INC | PANW | 5,771 | $1.1M | 0.94% |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 1,677 | $971,737 | 0.86% |
| 28 | TRANE TECHNOLOGIES PLC | TT | 2,483 | $966,383 | 0.86% |
| 29 | SELECT SECTOR SPDR TR | 81369Y308 | 12,130 | $942,258 | 0.83% |
| 30 | SALESFORCE INC | CRM | 3,524 | $933,542 | 0.83% |
| 31 | INTERNATIONAL BUSINESS MACHS | INTR | 3,137 | $929,210 | 0.82% |
| 32 | ISHARES TR | 464287341 | 22,050 | $924,556 | 0.82% |
| 33 | ISHARES TR | 46434V738 | 12,890 | $914,932 | 0.81% |
| 34 | ISHARES TR | 46435U515 | 35,485 | $903,270 | 0.80% |
| 35 | ISHARES TR | 46435UAA9 | 37,063 | $899,889 | 0.80% |
| 36 | ALIBABA GROUP HLDG LTD | BBAAY | 5,880 | $861,890 | 0.76% |
| 37 | ISHARES TR | 46435U135 | 17,115 | $823,573 | 0.73% |
| 38 | JOHNSON CTLS INTL PLC | G51502105 | 6,634 | $794,421 | 0.70% |
| 39 | CLOUDFLARE INC | NET | 3,968 | $782,291 | 0.69% |
| 40 | EMERSON ELEC CO | EMR | 5,871 | $779,199 | 0.69% |
| 41 | S&P GLOBAL INC | SPGI | 1,395 | $729,013 | 0.65% |
| 42 | MOODYS CORP | MCO | 1,408 | $719,276 | 0.64% |
| 43 | ISHARES TR | 46435G474 | 26,335 | $718,945 | 0.64% |
| 44 | AUTODESK INC | ADSK | 2,361 | $698,879 | 0.62% |
| 45 | COINBASE GLOBAL INC | COIN | 3,061 | $692,214 | 0.61% |
| 46 | APPLE INC | AAPL | 2,401 | $652,735 | 0.58% |
| 47 | PARKER-HANNIFIN CORP | PH | 741 | $651,309 | 0.58% |
| 48 | WORKDAY INC | WDAY | 3,018 | $648,206 | 0.57% |
| 49 | STRYKER CORPORATION | SYK | 1,736 | $610,151 | 0.54% |
| 50 | JOHNSON & JOHNSON | JNJ | 2,808 | $581,115 | 0.51% |
| 51 | CATERPILLAR INC | CAT | 958 | $548,809 | 0.49% |
| 52 | VERTIV HOLDINGS CO | VRT | 3,369 | $545,811 | 0.48% |
| 53 | ISHARES TR | 46429B697 | 5,749 | $541,555 | 0.48% |
| 54 | SPDR SER TR | 78464A763 | 3,660 | $509,325 | 0.45% |
| 55 | REDDIT INC | RDDT | 2,181 | $501,346 | 0.44% |
| 56 | ATLASSIAN CORPORATION | TEAM | 2,953 | $478,799 | 0.42% |
| 57 | FORTINET INC | FTNT | 5,801 | $460,657 | 0.41% |
| 58 | ISHARES TR | 464288661 | 3,785 | $451,739 | 0.40% |
| 59 | THOMSON REUTERS CORP. | TMSOF | 3,285 | $433,258 | 0.38% |
| 60 | MONGODB INC | MDB | 989 | $415,073 | 0.37% |
| 61 | VEEVA SYS INC | VEEV | 1,853 | $413,645 | 0.37% |
| 62 | ZSCALER INC | ZS | 1,789 | $402,381 | 0.36% |
| 63 | ISHARES TR | 464287432 | 4,590 | $400,064 | 0.35% |
| 64 | ELI LILLY & CO | LLY | 354 | $380,436 | 0.34% |
| 65 | ROCKWELL AUTOMATION INC | ROK | 921 | $358,333 | 0.32% |
| 66 | QUANTA SVCS INC | 74762E102 | 777 | $327,940 | 0.29% |
| 67 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 608 | $305,611 | 0.27% |
| 68 | ISHARES TR | 464287655 | 1,185 | $291,699 | 0.26% |
| 69 | JABIL INC | JBL | 1,180 | $269,063 | 0.24% |
| 70 | ISHARES INC | 464286665 | 5,295 | $267,238 | 0.24% |
| 71 | HUBBELL INC | HUBB | 589 | $261,580 | 0.23% |
| 72 | GARMIN LTD | GRMN | 1,258 | $255,185 | 0.23% |
| 73 | FLEX LTD | FLEX | 4,180 | $252,555 | 0.22% |
| 74 | AMETEK INC | AME | 1,184 | $243,087 | 0.22% |
| 75 | ROBINHOOD MKTS INC | 770700102 | 2,133 | $241,242 | 0.21% |
| 76 | TWILIO INC | TWLO | 1,674 | $238,109 | 0.21% |
| 77 | NOVO-NORDISK A S | NONOF | 4,630 | $235,597 | 0.21% |
| 78 | UNITY SOFTWARE INC | U | 4,767 | $210,558 | 0.19% |
| 79 | FIGMA INC | FIG | 5,604 | $209,421 | 0.19% |
| 80 | CIRCLE INTERNET GROUP INC | CRCL | 2,606 | $206,655 | 0.18% |
| 81 | MEDTRONIC PLC | MDT | 2,150 | $206,529 | 0.18% |
| 82 | ZIMMER BIOMET HOLDINGS INC | ZBH | 2,240 | $201,420 | 0.18% |
| 83 | C H ROBINSON WORLDWIDE INC | CHRW | 1,232 | $198,056 | 0.18% |
| 84 | PINTEREST INC | PINS | 7,477 | $193,579 | 0.17% |
| 85 | BLOCK INC | BSQKZ | 2,904 | $189,021 | 0.17% |
| 86 | GUIDEWIRE SOFTWARE INC | GWRE | 926 | $186,135 | 0.16% |
| 87 | NVENT ELECTRIC PLC | NVT | 1,824 | $185,993 | 0.16% |
| 88 | CHECK POINT SOFTWARE TECH LT | M22465104 | 960 | $178,137 | 0.16% |
| 89 | EQUIFAX INC | EFX | 790 | $171,414 | 0.15% |
| 90 | RUBRIK INC. | RBRK | 2,202 | $168,408 | 0.15% |
| 91 | OKTA INC | OKTA | 1,947 | $168,357 | 0.15% |
| 92 | GARTNER INC | IT | 665 | $167,766 | 0.15% |
| 93 | IQVIA HLDGS INC | IQV | 736 | $165,901 | 0.15% |
| 94 | VERALTO CORP | VLTO | 1,650 | $164,637 | 0.15% |
| 95 | SNAP INC | SNAP | 19,438 | $156,864 | 0.14% |
| 96 | NUTANIX INC | NTNX | 2,991 | $154,604 | 0.14% |
| 97 | FORTIVE CORP | FTV | 2,721 | $150,226 | 0.13% |
| 98 | ROKU INC | ROKU | 1,367 | $148,305 | 0.13% |
| 99 | GALLAGHER ARTHUR J & CO | 363576109 | 500 | $129,395 | 0.11% |
| 100 | BENTLEY SYS INC | BSY | 3,333 | $127,203 | 0.11% |
| 101 | ALIGN TECHNOLOGY INC | ALGN | 807 | $126,013 | 0.11% |
| 102 | BAKER HUGHES COMPANY | BKR | 2,648 | $120,589 | 0.11% |
| 103 | COSTAR GROUP INC | CSGP | 1,732 | $116,459 | 0.10% |
| 104 | MANHATTAN ASSOCIATES INC | MANH | 652 | $112,998 | 0.10% |
| 105 | KLAVIYO INC | KVYO | 3,461 | $112,378 | 0.10% |
| 106 | PURE STORAGE INC | 74624M102 | 1,645 | $110,231 | 0.10% |
| 107 | AGILENT TECHNOLOGIES INC | A | 777 | $105,726 | 0.09% |
| 108 | DOXIMITY INC | DOCS | 2,066 | $91,482 | 0.08% |
| 109 | MOBILEYE GLOBAL INC | MBLY | 8,719 | $91,026 | 0.08% |
| 110 | OPEN TEXT CORP | OTEX | 2,720 | $88,617 | 0.08% |
| 111 | XYLEM INC | XYL | 643 | $87,563 | 0.08% |
| 112 | ELASTIC N V | ESTC | 1,147 | $86,529 | 0.08% |
| 113 | PTC INC | PTC | 484 | $84,317 | 0.07% |
| 114 | DUPONT DE NEMOURS INC | DD | 1,977 | $79,475 | 0.07% |
| 115 | SPX TECHNOLOGIES INC | SPXC | 390 | $78,023 | 0.07% |
| 116 | ISHARES TR | 464287630 | 400 | $72,484 | 0.06% |
| 117 | NETSKOPE INC | NTSK | 4,125 | $72,352 | 0.06% |
| 118 | ISHARES INC | 46434G848 | 1,000 | $51,245 | 0.05% |
| 119 | SELECT SECTOR SPDR TR | 81369Y506 | 1,100 | $49,181 | 0.04% |