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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 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ROKU ROKU INC Communication Services 1,461.0 $138K 0.13% +94.0 +6.9% $94.62 +31.2%
62 IQVIA HLDGS INC 785.0 $134K 0.13% +49.0 +6.7% $170.54
63 PSTG EVERPURE INC Technology 1,773.0 $105K 0.10% +128.0 +7.8% $59.04 +41.9%
64 SPXC SPX TECHNOLOGIES INC Industrials 425.0 $85K 0.08% +35.0 +9.0% $199.94 +2.8%
Page 4 of 4  ·  64 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%