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Dara Capital US, Inc.

All holdings · as of Dec 31, 2025

119 positions

CompanyClassValueShares% of portfolio
CATERPILLAR INC—$548.8K9580.5%
Vertiv Holdings Co—$545.8K3,3690.5%
iShares MSCI UAE ETF—$541.6K5,7490.5%
SPDR SER TR—$509.3K3,6600.5%
Reddit, Inc.—$501.3K2,1810.4%
Atlassian Corporation—$478.8K2,9530.4%
Fortinet Inc—$460.7K5,8010.4%
ISHARES TR—$451.7K3,7850.4%
THOMSON REUTERS CORP.—$433.3K3,2850.4%
MongoDB, Inc.—$415.1K9890.4%
VEEVA SYSTEMS INC—$413.6K1,8530.4%
Zscaler, Inc.—$402.4K1,7890.4%
iShares MSCI UAE ETF—$400.1K4,5900.4%
ELI LILLY & Co—$380.4K3540.3%
Rockwell Automation Inc—$358.3K9210.3%
Quanta Services Inc—$327.9K7770.3%
Warren E. Buffett—$305.6K6080.3%
ISHARES TR—$291.7K1,1850.3%
JABIL INC—$269.1K1,1800.2%
ISHARES INC—$267.2K5,2950.2%
HUBBELL INC—$261.6K5890.2%
Garmin Ltd—$255.2K1,2580.2%
FLEX LTD.—$252.6K4,1800.2%
AMETEK Inc—$243.1K1,1840.2%
Robinhood Markets, Inc.—$241.2K2,1330.2%
TWILIO INC—$238.1K1,6740.2%
NOVO-NORDISK A S—$235.6K4,6300.2%
Unity Software Inc.—$210.6K4,7670.2%
Figma, Inc.FIGCommon Stock$209.4K5,6040.2%
Circle Internet Group, Inc.CRCLCommon Stock$206.7K2,6060.2%
Medtronic plc—$206.5K2,1500.2%
Zimmer Biomet Holdings Inc—$201.4K2,2400.2%
CH Robinson Worldwide Inc—$198.1K1,2320.2%
PINTEREST, INC.—$193.6K7,4770.2%
Block, Inc.—$189.0K2,9040.2%
Guidewire Software, Inc.—$186.1K9260.2%
nVent Electric plc—$186.0K1,8240.2%
Check Point Software Technologies Ltd—$178.1K9600.2%
EQUIFAX INC—$171.4K7900.2%
Rubrik, Inc.—$168.4K2,2020.1%
Okta, Inc.—$168.4K1,9470.1%
GARTNER INC—$167.8K6650.1%
IQVIA HOLDINGS INC.—$165.9K7360.1%
Veralto Corp—$164.6K1,6500.1%
Snap Inc—$156.9K19,4380.1%
Nutanix, Inc.—$154.6K2,9910.1%
Fortive Corp—$150.2K2,7210.1%
ROKU, INC—$148.3K1,3670.1%
Arthur J. Gallagher & Co.—$129.4K5000.1%
BENTLEY SYSTEMS INC—$127.2K3,3330.1%
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