Dara Capital US, Inc. holds a focused book of 110 stocks worth $145.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 7% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Dara Capital US, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 79 / 80 | $957.5M |
| FMR LLC | 78 / 80 | $718.9B |
| MORGAN STANLEY | 78 / 80 | $458.0B |
| JPMORGAN CHASE & CO | 78 / 80 | $436.3B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $307.4B |
| GOLDMAN SACHS GROUP INC | 78 / 80 | $220.2B |
| ROYAL BANK OF CANADA | 78 / 80 | $121.9B |
| UBS Group AG | 78 / 80 | $120.4B |
Ranked by how many of Dara Capital US, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $10.5M | 9.1K | 7.2% | ▼−15% Reduced · −2K sh | |
| 2 | Taiwan Semiconductor Manufac SPONSORED ADS | $10.1M | 21.1K | 7.0% | ▲New New position | |
| 3 | Alphabet Inc CAP STK CL A | $9.5M | 26.5K | 6.5% | ▲+28% Added · +6K sh | |
| 4 | Nvidia Corporation COM | $8.9M | 44.4K | 6.1% | ▲+18% Added · +7K sh | |
| 5 | Applied Matls Inc COM | $8.7M | 12.0K | 6.0% | ▲+31% Added · +3K sh | |
| 6 | Lam Research Corp COM | $8.2M | 19.0K | 5.7% | ▲+30% Added · +4K sh | |
| 7 | Meta Platforms Inc CL A | $7.9M | 14.0K | 5.4% | ▲+28% Added · +3K sh | |
| 8 | Broadcom Inc COM | $7.5M | 19.8K | 5.2% | ▲+3.0% Added · +585 sh | |
| 9 | Advanced Micro Devices Inc COM | $6.9M | 11.9K | 4.8% | ▲+29% Added · +3K sh | |
| 10 | Amazon Com Inc COM | $3.7M | 15.6K | 2.6% | ▼−46% Reduced · −13K sh | |
| 11 | Ge Vernova Inc COM | $3.4M | 2.9K | 2.3% | ▲+42% Added · +840 sh | |
| 12 | Microsoft Corp COM | $3.3M | 9.0K | 2.3% | ▼−42% Reduced · −7K sh | |
| 13 | Palo Alto Networks Inc COM | $2.8M | 8.2K | 1.9% | ▲+41% Added · +2K sh | |
| 14 | Crowdstrike Hldgs Inc CL A | $2.8M | 3.7K | 1.9% | ▲+32% Added · +882 sh | |
| 15 | Caterpillar Inc COM | $2.6M | 2.4K | 1.8% | ▲+149% Added · +1K sh | |
| 16 | Intuitive Surgical Inc COM NEW | $2.1M | 5.4K | 1.5% | ▲+31% Added · +1K sh | |
| 17 | Ishares Inc MSCI WORLD ETF | $2.1M | 10.4K | 1.5% | —Held | |
| 18 | Trane Technologies PLC SHS | $1.6M | 3.4K | 1.1% | ▲+30% Added · +771 sh | |
| 19 | Vertiv Holdings Co COM CL A | $1.6M | 4.7K | 1.1% | ▲+36% Added · +1K sh | |
| 20 | SPDR S&P 500 ETF TR TR UNIT | $1.5M | 2.0K | 1.0% | —Held | |
| 21 | Ishares Inc CORE MSCI EMKT | $1.5M | 17.8K | 1.0% | —Held | |
| 22 | Johnson CTLS Intl PLC SHS | $1.4M | 9.3K | 0.9% | ▲+35% Added · +2K sh | |
| 23 | Quanta Svcs Inc COM | $1.3M | 1.8K | 0.9% | ▲+127% Added · +1K sh | |
| 24 | Cloudflare Inc CL A COM | $1.3M | 5.4K | 0.9% | ▲+32% Added · +1K sh | |
| 25 | Vanguard Index FDS VALUE ETF | $1.3M | 5.9K | 0.9% | —Held | |
| 26 | Danaher Corporation COM | $1.2M | 6.4K | 0.8% | ▲+33% Added · +2K sh | |
| 27 | Fortinet Inc COM | $1.1M | 7.5K | 0.8% | ▲+25% Added · +1K sh | |
| 28 | Emerson Elec Co COM | $1.1M | 7.9K | 0.8% | ▲+32% Added · +2K sh | |
| 29 | Ishares TR GLOBAL ENERG ETF | $1.1M | 22.1K | 0.7% | —Held | |
| 30 | Ishares TR CYBERSECURITY | $1.0M | 17.1K | 0.7% | —Held | |
| 31 | Select Sector SPDR TR SBI CONS STPLS | $1.0M | 12.1K | 0.7% | —Held | |
| 32 | Adobe Inc COM | $971K | 4.7K | 0.7% | ▲+27% Added · +996 sh | |
| 33 | Ishares TR CORE MSCI EURO | $969K | 12.9K | 0.7% | —Held | |
| 34 | Thermo Fisher Scientific Inc COM | $949K | 1.9K | 0.7% | ▲+9.5% Added · +165 sh | |
| 35 | Johnson & Johnson COM | $911K | 3.6K | 0.6% | ▲+25% Added · +722 sh | |
| 36 | Flex Ltd ORD | $900K | 5.6K | 0.6% | ▲+29% Added · +1K sh | |
| 37 | Moodys Corp COM | $778K | 1.7K | 0.5% | ▲+19% Added · +279 sh | |
| 38 | S&P Global Inc COM | $747K | 1.8K | 0.5% | ▲+29% Added · +411 sh | |
| 39 | Apple Inc COM | $695K | 2.4K | 0.5% | —Held | |
| 40 | Stryker Corporation COM | $690K | 2.2K | 0.5% | ▲+24% Added · +418 sh | |
| 41 | Celestica Inc COM | $638K | 1.8K | 0.4% | ▲New New position | |
| 42 | Jabil Inc COM | $616K | 1.6K | 0.4% | ▲+30% Added · +366 sh | |
| 43 | Rockwell Automation Inc COM | $614K | 1.2K | 0.4% | ▲+31% Added · +296 sh | |
| 44 | Autodesk Inc COM | $611K | 3.1K | 0.4% | ▲+30% Added · +734 sh | |
| 45 | Natera Inc COM | $589K | 2.2K | 0.4% | ▲New New position | |
| 46 | Coinbase Global Inc COM CL A | $584K | 4.0K | 0.4% | ▲+28% Added · +871 sh | |
| 47 | Agilent Technologies Inc COM | $569K | 4.3K | 0.4% | ▲+451% Added · +4K sh | |
| 48 | SPDR Ser TR S&P DIVID ETF | $557K | 3.7K | 0.4% | —Held | |
| 49 | Ishares TR MSCI USA MIN VOL | $555K | 5.7K | 0.4% | —Held | |
| 50 | Cerebras Systems Inc COM CL A | $517K | 2.3K | 0.4% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1891892/holdings"
Use Arkolith to show DARA CAPITAL US, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.