Long-term investor
Dara Capital US, Inc. @daracapitalusinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001891892).
Record
- Tracked since 2025-12-31 (257 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +0.7%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 7.2% · long · since 2025-12-31
- TSM · 7.0% · long · since 2026-06-30
- GOOGL · 6.5% · long · since 2025-12-31
- NVDA · 6.1% · long · since 2025-12-31
- AMAT · 6.0% · long · since 2025-12-31
- LRCX · 5.7% · long · since 2025-12-31
- META · 5.4% · long · since 2025-12-31
- AVGO · 5.2% · long · since 2025-12-31
- AMD · 4.8% · long · since 2025-12-31
- AMZN · 2.6% · long · since 2025-12-31
- GEV · 2.3% · long · since 2025-12-31
- MSFT · 2.3% · long · since 2025-12-31