DARA CAPITAL US, INC.: 13F holdings
CIK 18918922026Q2
| Positions | 110 |
|---|
| Reported value | $145.0m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 110 (-9 vs prior quarter) |
|---|
| Reported value | $145.0m (+37.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 9,105 | $10.5m | 7.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 21,126 | $10.1m | 7.0% |
| GOOGL ALPHABET INC | 26,543 | $9.5m | 6.5% |
| NVDA NVIDIA CORPORATION | 44,369 | $8.9m | 6.1% |
| AMAT APPLIED MATLS INC | 12,040 | $8.7m | 6.0% |
| LAM RESEARCH CORP | 18,964 | $8.2m | 5.7% |
| META META PLATFORMS INC | 13,976 | $7.9m | 5.4% |
| AVGO BROADCOM INC | 19,788 | $7.5m | 5.2% |
| AMD ADVANCED MICRO DEVICES INC | 11,875 | $6.9m | 4.8% |
| AMZN AMAZON COM INC | 15,618 | $3.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1891892")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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