DARA CAPITAL US, INC.

**DARA CAPITAL US, INC.** manages $113M across a portfolio of 119 positions, exhibiting a clear focus on large-cap technology and growth names. The fund maintains significant exposure to mega-cap tech leaders, with top holdings including MSFT ($7.3M), META ($7.0M), and NVDA ($6.8M). Further concentration is evident in AMZN ($6.5M), AVGO ($6.4M), and GOOGL ($6.3M), signaling a conviction in secular growth trends within the tech sector. This concentrated approach suggests a mandate prioritizing established market leaders with robust technological moats.

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