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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 9,105.0 $10.5M 7.25% -2K -14.6% $1154.29 -19.2%
2 AMZN AMAZON COM INC Consumer Cyclical 15,618.0 $3.7M 2.57% -13K -46.3% $238.34 +11.8%
3 MSFT MICROSOFT CORP Technology 8,969.0 $3.3M 2.31% -7K -42.3% $372.77 +37.8%
4 IWN ISHARES TR 150.0 $33K 0.02% -250.0 -62.5% $221.28 +0.8%

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%