Dara Capital Us, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Dara Capital Us, Inc. reported 119 stock positions worth $113.0 million. Its top holding was Microsoft (MSFT) at 6.4% of the portfolio, followed by Meta Platforms Class A (META, 6.2%) and Nvidia (NVDA, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001891892
- Portfolio Value
- $113.0M (Q4 2025)
- SEC Filing
- 0001891892-26-000002 ↗ filed Jan 23, 2026
Holdings Value
Holdings 119 stocks · $113.0M
| MSFT Microsoft Corp. | 6.43% | 15,029 | $7.3M | — |
| META Meta Platforms Inc. Class A | 6.15% | 10,529 | $7.0M | — |
| NVDA Nvidia Corp. | 5.98% | 36,210 | $6.8M | — |
| AMZN Amazon.com Inc. | 5.71% | 27,950 | $6.5M | — |
| AVGO Broadcom Inc. | 5.66% | 18,467 | $6.4M | — |
| GOOGL Alphabet Inc. Class A | 5.54% | 20,010 | $6.3M | — |
| ORCL Oracle Corp. | 3.59% | 20,794 | $4.1M | — |
| SAP Sap SE-Sponsored ADR | 2.96% | 13,757 | $3.3M | — |
| MU Micron Technology Inc. | 2.59% | 10,251 | $2.9M | — |
| GE General Electric filed as GE AEROSPACE | 2.24% | 8,203 | $2.5M | — |
| LRCX Lam Research Corp. | 2.13% | 14,063 | $2.4M | — |
| AMAT Applied Materials Inc. | 2.02% | 8,869 | $2.3M | — |
| ISRG Intuitive Surgical Inc. | 1.99% | 3,969 | $2.2M | — |
| URTH iShares MSCI World ETF | 1.71% | 10,400 | $1.9M | — |
| AMD Advanced Micro Devices | 1.69% | 8,893 | $1.9M | — |
| NOW ServiceNow Inc. | 1.57% | 11,585 | $1.8M | — |
| APP AppLovin Corp. Class A | 1.55% | 2,593 | $1.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 1,972 | $1.3M | — |
| GEV GE Vernova Inc. | 1.12% | 1,944 | $1.3M | — |
| ADBE Adobe Inc. | 1.12% | 3,627 | $1.3M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 1.11% | 2,674 | $1.3M | — |
| INTU Intuit Inc. | 1.08% | 1,837 | $1.2M | — |
| IEMG iShares Core MSCI Emerging | 1.06% | 17,770 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.00% | 5,905 | $1.1M | — |
| DHR Danaher Corp. | 0.95% | 4,667 | $1.1M | — |
| PANW Palo Alto Networks Inc. | 0.94% | 5,771 | $1.1M | — |
| TMO Thermo Fisher Scientific Inc. | 0.86% | 1,677 | $972K | — |
| TT Trane Technologies PLC | 0.86% | 2,483 | $966K | — |
| XLP SS Consumer Staples Sel Sect | 0.83% | 12,130 | $942K | — |
| CRM Salesforce Inc. | 0.83% | 3,524 | $934K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.82% | 3,137 | $929K | — |
| IXC iShares Global Energy ETF | 0.82% | 22,050 | $925K | — |
| IEUR iShares Core MSCI Europe ETF | 0.81% | 12,890 | $915K | — |
| IBDT iShares Ibonds Dec 2028 ETF | 0.80% | 35,485 | $903K | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.80% | 37,063 | $900K | — |
| BABA Alibaba Group Holding-SP ADR | 0.76% | 5,880 | $862K | — |
| IHAK iShares Cybersecurity & Tech | 0.73% | 17,115 | $824K | — |
| JCI Johnson Controls Internation | 0.70% | 6,634 | $794K | — |
| NET Cloudflare Inc. Class A | 0.69% | 3,968 | $782K | — |
| EMR Emerson Electric Co. | 0.69% | 5,871 | $779K | — |
| SPGI S&P Global Inc. | 0.65% | 1,395 | $729K | — |
| MCO Moody's Corp. | 0.64% | 1,408 | $719K | — |
| FALN iShares Fallen Angels ETF | 0.64% | 26,335 | $719K | — |
| ADSK Autodesk Inc. | 0.62% | 2,361 | $699K | — |
| COIN Coinbase Global Inc. Class A | 0.61% | 3,061 | $692K | — |
| AAPL Apple Inc. | 0.58% | 2,401 | $653K | — |
| PH Parker Hannifin Corp. | 0.58% | 741 | $651K | — |
| WDAY Workday Inc. Class A | 0.57% | 3,018 | $648K | — |
| SYK Stryker Corp. | 0.54% | 1,736 | $610K | — |
| JNJ Johnson & Johnson | 0.51% | 2,808 | $581K | — |
| CAT Caterpillar Inc. | 0.49% | 958 | $549K | — |
| VRT Vertiv Holdings Co. Class A | 0.48% | 3,369 | $546K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.48% | 5,749 | $542K | — |
| SDY SS SPDR S&P Dividend ETF | 0.45% | 3,660 | $509K | — |
| RDDT Reddit Inc. Class A | 0.44% | 2,181 | $501K | — |
| TEAM Atlassian Corp. Class A | 0.42% | 2,953 | $479K | — |
| FTNT Fortinet Inc. | 0.41% | 5,801 | $461K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.40% | 3,785 | $452K | — |
| TRI Thomson Reuters Corp. | 0.38% | 3,285 | $433K | — |
| MDB Mongodb Inc. | 0.37% | 989 | $415K | — |
| VEEV Veeva Systems Inc. Class A | 0.37% | 1,853 | $414K | — |
| ZS Zscaler Inc. | 0.36% | 1,789 | $402K | — |
| TLT iShares 20+ Year Treasury BD | 0.35% | 4,590 | $400K | — |
| LLY Eli Lilly & Co. | 0.34% | 354 | $380K | — |
| ROK Rockwell Automation Inc. | 0.32% | 921 | $358K | — |
| PWR Quanta Services Inc. | 0.29% | 777 | $328K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 608 | $306K | — |
| IWM iShares Russell 2000 ETF | 0.26% | 1,185 | $292K | — |
| JBL Jabil Inc. | 0.24% | 1,180 | $269K | — |
| EPP iShares MSCI Pacific Ex Japa | 0.24% | 5,295 | $267K | — |
| HUBB Hubbell Inc. | 0.23% | 589 | $262K | — |
| GRMN Garmin Ltd. | 0.23% | 1,258 | $255K | — |
| FLEX Flex Ltd. | 0.22% | 4,180 | $253K | — |
| AME Ametek Inc. | 0.22% | 1,184 | $243K | — |
| HOOD Robinhood Markets Inc. Class A | 0.21% | 2,133 | $241K | — |
| TWLO Twilio Inc. Class A | 0.21% | 1,674 | $238K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.21% | 4,630 | $236K | — |
| U Unity Software Inc. | 0.19% | 4,767 | $211K | — |
| FIG Figma Inc. Class A | 0.19% | 5,604 | $209K | — |
| CRCL Circle Internet Group Inc. | 0.18% | 2,606 | $207K | — |
| MDT Medtronic PLC | 0.18% | 2,150 | $207K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.18% | 2,240 | $201K | — |
| CHRW C.H. Robinson Worldwide Inc. | 0.18% | 1,232 | $198K | — |
| PINS Pinterest Inc. Class A | 0.17% | 7,477 | $194K | — |
| XYZ Block Inc. | 0.17% | 2,904 | $189K | — |
| GWRE Guidewire Software Inc. | 0.16% | 926 | $186K | — |
| NVT Nvent Electric PLC | 0.16% | 1,824 | $186K | — |
| CHKP Check Point Software Tech | 0.16% | 960 | $178K | — |
| EFX Equifax Inc. | 0.15% | 790 | $171K | — |
| RBRK Rubrik Inc. Class A | 0.15% | 2,202 | $168K | — |
| OKTA Okta Inc. | 0.15% | 1,947 | $168K | — |
| IT Gartner Inc. | 0.15% | 665 | $168K | — |
| IQV Iqvia Holdings Inc. | 0.15% | 736 | $166K | — |
| VLTO Veralto Corp. | 0.15% | 1,650 | $165K | — |
| SNAP Snap Inc. Class A | 0.14% | 19,438 | $157K | — |
| NTNX Nutanix Inc. Class A | 0.14% | 2,991 | $155K | — |
| FTV Fortive Corp. | 0.13% | 2,721 | $150K | — |
| ROKU Roku Inc. | 0.13% | 1,367 | $148K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.11% | 500 | $129K | — |
| BSY Bentley Systems Inc. Class B | 0.11% | 3,333 | $127K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.