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Portfolio (Quarterly) Guide ↗

DARA CAPITAL US, INC.

· CIK 0001891892
13F Portfolio $145M AUM 110 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 63 Added 4 Reduced 33 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ILMN ILLUMINA INC Healthcare 589.0 $104K 0.07% NEW $175.83 +22.6%
22 RVTY REVVITY INC Healthcare 847.0 $94K 0.07% NEW $111.26 +15.8%
23 PCOR PROCORE TECHNOLOGIES INC Technology 2,288.0 $93K 0.06% NEW $40.62 +56.9%
24 S SENTINELONE INC Technology 5,202.0 $88K 0.06% NEW $16.97 +26.9%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.2%
Communication Services 15.0%
Industrials 10.5%
Healthcare 7.7%
Financial Services 3.4%
Consumer Cyclical 3.0%
Utilities 2.7%
Energy 0.2%
Basic Materials 0.2%