DARA CAPITAL US, INC.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $563,125,344 | Individuals and high net worth (73%) |
| Apr 2025 to Mar 2026 | $515,856,837 | Individuals and high net worth (75%) |
| Mar 2024 to Mar 2025 | $541,701,840 | Individuals and high net worth (81%) |
| May 2023 to Feb 2024 | $440,814,105 | Individuals and high net worth (81%) |
| Apr 2023 | $440,814,105 | Individuals and high net worth (81%) |
| Apr 2022 to Mar 2023 | $429,563,075 | Individuals and high net worth (71%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 58.2%; sector active share 33.9% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
24 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 66.8% | $10,132,737 |
| Technology | 19.1% | $2,901,750 |
| Communication Services | 7.5% | $1,135,464 |
| Healthcare | 3.9% | $585,129 |
| Financial Services | 2.7% | $416,808 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +200 | 350 | $0 | ||
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 9,105 | $10,509,810 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 21,126 | $10,089,143 | |
| AMAT | Applied Materials Inc | 12,040 | $8,704,920 | |
| LRCX | Lam Research Corp | 18,964 | $8,217,670 | |
| META | Meta Platforms, Inc. | 13,976 | $7,872,541 | |
| AVGO | Broadcom Inc. | 19,788 | $7,474,917 | |
| AMD | Advanced Micro Devices Inc | 11,875 | $6,898,306 | |
| AMZN | Amazon Com Inc | 15,618 | $3,722,394 | |
| GEV | GE Vernova Inc. | 2,854 | $3,353,050 | |
| CRWD | CrowdStrike Holdings, Inc. | 3,661 | $2,793,855 | |
| CAT | Caterpillar Inc | 2,440 | $2,598,356 | |
| ISRG | Intuitive Surgical Inc | 5,370 | $2,135,541 | |
| TT | Trane Technologies plc | 3,352 | $1,646,368 | |
| VRT | Vertiv Holdings Co | 4,673 | $1,564,613 | |
| JCI | Johnson Controls International plc | 9,252 | $1,351,809 | |
| PWR | Quanta Services, Inc. | 1,837 | $1,322,713 | |
| NET | Cloudflare, Inc. | 5,362 | $1,315,191 | |
| DHR | Danaher Corp | 6,390 | $1,217,167 | |
| FTNT | Fortinet, Inc. | 7,485 | $1,149,845 | |
| EMR | Emerson Electric Co | 7,890 | $1,129,453 | |
| ADBE | Adobe Inc. | 4,734 | $970,564 | |
| TMO | Thermo Fisher Scientific Inc. | 1,893 | $949,074 | |
| JNJ | Johnson & Johnson | 3,588 | $911,244 | |
| FLEX | Flex Ltd. | 5,556 | $900,460 | |
| MCO | Moodys Corp | 1,717 | $777,663 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| URTH |
iShares MSCI World ETF
|
Held | 10,400 | $2,144,792 | 14.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,972 | $1,503,906 | 9.91% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Held | 5,905 | $1,275,952 | 8.41% | |
| IXC |
iShares Global Energy ETF
|
Held | 22,050 | $1,256,188 | 8.28% | |
| IHAK |
iShares Cybersecurity and Tech ETF
|
Held | 17,115 | $1,157,316 | 7.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,300 | $1,135,464 | 7.48% | |
| IEUR |
iShares Core MSCI Europe ETF
|
Held | 12,890 | $949,993 | 6.26% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,746 | $895,523 | 5.90% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,401 | $799,581 | 5.27% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 1,600 | $635,696 | 4.19% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,500 | $570,950 | 3.76% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Held | 5,749 | $560,182 | 3.69% | |
| SDY |
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
Held | 3,660 | $536,116 | 3.53% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 354 | $409,606 | 2.70% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 1,185 | $329,299 | 2.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 608 | $302,753 | 2.00% | |
| EPP |
iShares MSCI Pacific ex Japan ETF
|
Held | 5,295 | $291,383 | 1.92% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Held | 4,630 | $175,523 | 1.16% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Held | 500 | $114,055 | 0.75% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Held | 1,100 | $67,650 | 0.45% | |
| PICK |
iShares MSCI Global Metals & Mining Producers ETF
|
Held | 1,000 | $59,960 | 0.40% | |
|
|
Added | 350 | $0 | 0.00% | ||
|
|
Held | 12,130 | $0 | 0.00% | ||
| IEMG |
iShares Trust
|
Held | 17,770 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.