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Portfolio (Quarterly) Guide ↗

DARA CAPITAL US, INC.

· CIK 0001891892
13F Portfolio $105M AUM 119 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 64 Added
Page 6 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PSTG EVERPURE INC Technology 1,773.0 $105K 0.10% +128.0 +7.8% $59.04 +13.4%
102 U UNITY SOFTWARE INC Technology 4,767.0 $105K 0.10% $21.94 +16.5%
103 DD DUPONT DE NEMOURS INC Basic Materials 1,977.0 $91K 0.09% $45.80 +1.7%
104 SNAP SNAP INC Communication Services 19,438.0 $89K 0.09% $4.60 +25.3%
105 A AGILENT TECHNOLOGIES INC Healthcare 777.0 $89K 0.08% $113.98 -0.7%
106 MANH MANHATTAN ASSOCIATES INC Technology 652.0 $87K 0.08% $133.12 -0.3%
107 SPXC SPX TECHNOLOGIES INC Industrials 425.0 $85K 0.08% +35.0 +9.0% $199.94 +1.0%
108 XYL XYLEM INC Industrials 643.0 $77K 0.07% $119.50 -9.7%
109 IWN ISHARES TR 400.0 $76K 0.07% $189.59 +9.8%
110 CSGP COSTAR GROUP INC Real Estate 1,732.0 $70K 0.07% $40.34 -16.3%
111 PTC PTC INC Technology 484.0 $69K 0.07% $142.49 +2.4%
112 XLE SELECT SECTOR SPDR TR 1,100.0 $67K 0.06% $61.26 -2.6%
113 KVYO KLAVIYO INC Technology 3,461.0 $67K 0.06% $19.46 -23.7%
114 OTEX OPEN TEXT CORP Technology 2,720.0 $60K 0.06% $22.24 +0.1%
115 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 8,719.0 $60K 0.06% $6.87 +42.0%
116 ESTC ELASTIC N V Technology 1,147.0 $57K 0.05% $49.99 +8.4%
117 PICK ISHARES INC 1,000.0 $57K 0.05% $56.67 +10.7%
118 DOCS DOXIMITY INC Healthcare 2,066.0 $48K 0.05% $23.30 -16.2%
119 NTSK NETSKOPE INC Technology 4,125.0 $35K 0.03% $8.49 +36.4%
Page 6 of 6  ·  119 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 52.4%
Communication Services 15.0%
Industrials 11.0%
Consumer Cyclical 7.9%
Healthcare 7.3%
Financial Services 4.1%
Utilities 2.0%
Energy 0.2%
Real Estate 0.1%
Basic Materials 0.1%