Dash Acquisitions Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Dash Acquisitions Inc. reported 61 stock positions worth $469.8 million. Its top holding was Meta Platforms Class A (META) at 8.9% of the portfolio, followed by Amazon.com (AMZN, 8.4%) and Microsoft (MSFT, 8.2%). Compared with Q3 2024, it opened 6 new positions, sold out of 2, added to 31 and reduced 11. The biggest buy was Shopify Class A (SHOP, shares +206%) and the biggest sale an exit from Procter & Gamble (PG).
- Most Recent 13F
- Q2 2026
- Location
- WOODLAND HILLS, CA
- CIK
- 0001745885
- Portfolio Value
- $469.8M (Q4 2024)
- SEC Filing
- 0001986152-25-000012 ↗ filed Feb 3, 2025
Holdings Value
Holdings 61 stocks · $469.8M
| META Meta Platforms Inc. Class A | 8.91% | 62,053 | $41.8M | Add +2.4% |
| AMZN Amazon.com Inc. | 8.43% | 166,372 | $39.6M | Add +0.0% |
| MSFT Microsoft Corp. | 8.24% | 86,580 | $38.7M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 6.95% | 165,709 | $32.7M | Add +4.2% |
| PM Philip Morris International | 5.85% | 213,024 | $27.5M | Add +2.5% |
| V Visa Inc. Class A | 5.48% | 76,988 | $25.8M | Add +2.5% |
| MA Mastercard Inc. Class A | 5.40% | 46,308 | $25.3M | Add +3.8% |
| SAP Sap SE-Sponsored ADR | 4.69% | 80,537 | $22.1M | Add +0.6% |
| CRM Salesforce Inc. | 4.64% | 60,521 | $21.8M | Add +2.6% |
| TMO Thermo Fisher Scientific Inc. | 3.94% | 31,652 | $18.5M | Add +2.4% |
| DHR Danaher Corp. | 3.90% | 73,950 | $18.3M | Add +3.4% |
| ACN Accenture PLC Class A | 3.63% | 45,040 | $17.0M | Add +2.6% |
| ABT Abbott Laboratories | 3.27% | 120,672 | $15.4M | Add +0.7% |
| SHOP Shopify Inc. Class A | 2.84% | 113,705 | $13.4M | Add +206.5% |
| ADP Automatic Data Processing | 2.78% | 43,846 | $13.1M | Reduce -16.2% |
| ADBE Adobe Inc. | 2.49% | 26,397 | $11.7M | Add +5.2% |
| ICE Intercontinental Exchange Inc. | 2.26% | 66,942 | $10.6M | Add +3.7% |
| AAPL Apple Inc. | 1.94% | 38,195 | $9.1M | Add +0.8% |
| ORCL Oracle Corp. | 1.86% | 53,372 | $8.8M | Add +184.7% |
| AON Aon PLC Class A | 1.77% | 22,371 | $8.3M | Add +3.5% |
| CSGP Costar Group Inc. | 1.27% | 78,438 | $6.0M | New |
| MTDR Matador Resources Co. | 1.26% | 98,242 | $5.9M | No change |
| STE Steris PLC | 1.22% | 25,821 | $5.7M | Reduce -1.1% |
| ROP Roper Technologies Inc. | 1.17% | 9,994 | $5.5M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 10,795 | $5.1M | Add +1.1% |
| MSCI MSCI Inc. | 0.58% | 4,358 | $2.7M | Add +17.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 7,894 | $2.4M | Reduce -8.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 3,991 | $2.1M | No change |
| GOOGL Alphabet Inc. Class A | 0.40% | 9,619 | $1.9M | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.32% | 11,556 | $1.5M | Reduce -2.0% |
| OTIS Otis Worldwide Corp. | 0.27% | 13,071 | $1.3M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.22% | 9,726 | $1.1M | Reduce -15.9% |
| CACI Caci International Inc. Class A | 0.18% | 2,136 | $838K | Reduce -4.5% |
| TSLA Tesla Inc. | 0.15% | 1,791 | $713K | Add +10.2% |
| IVV iShares Core S&P 500 ETF | 0.13% | 991 | $602K | No change |
| ABBV Abbvie Inc. | 0.11% | 2,864 | $501K | Add +0.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.11% | 5,172 | $496K | No change |
| LITMAN GREGORY FDS TR | 0.09% | 32,678 | $405K | Reduce -70.5% |
| VOO Vanguard S&P 500 ETF | 0.08% | 685 | $381K | No change |
| EXTR Extreme Networks Inc. | 0.07% | 20,986 | $341K | No change |
| UNH Unitedhealth Group Inc. | 0.07% | 602 | $327K | No change |
| LLY Eli Lilly & Co. | 0.07% | 384 | $309K | Add +4.3% |
| NFLX Netflix Inc. | 0.07% | 314 | $305K | Add +9.8% |
| CVX Chevron Corp. | 0.06% | 1,918 | $300K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 478 | $289K | New |
| FIW First Trust Water ETF | 0.06% | 2,698 | $285K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,411 | $284K | Add +6.7% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,047 | $280K | New |
| BA The Boeing Co. | 0.05% | 1,452 | $258K | Reduce -3.3% |
| JNJ Johnson & Johnson | 0.05% | 1,686 | $253K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,072 | $242K | No change |
| XLK SS Technology Select Sector | 0.05% | 1,030 | $241K | No change |
| MSI Motorola Solutions Inc. | 0.05% | 500 | $233K | Reduce -9.9% |
| XYL Xylem Inc. | 0.05% | 1,843 | $224K | Reduce -8.4% |
| RDVY First Trust Rising Dividend | 0.05% | 3,557 | $223K | New |
| SRE Sempra | 0.05% | 2,637 | $216K | Add +0.7% |
| FNF Fidelity National Financial | 0.04% | 3,615 | $210K | No change |
| AMAT Applied Materials Inc. | 0.04% | 1,200 | $207K | No change |
| COR Cencora Inc. | 0.04% | 785 | $200K | New |
| SOFI Sofi Technologies Inc. | 0.03% | 10,000 | $162K | New |
| OPEN Opendoor Technologies Inc. | 0.01% | 25,000 | $38K | Add +150.0% |
Portfolio Sells Q3 2024 → Q4 2024
| PG The Procter & Gamble Co. | Sold out | 0.00% | −1.82 |
| ADP Automatic Data Processing | Reduce -16.2% | 2.78% | −0.88 |
| LITMAN GREGORY FDS TR | Reduce -70.5% | 0.09% | −0.22 |
| STE Steris PLC | Reduce -1.1% | 1.22% | −0.21 |
| CACI Caci International Inc. Class A | Reduce -4.5% | 0.18% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -15.9% | 0.22% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.6% | 0.50% | −0.10 |
| NVDA Nvidia Corp. | Reduce -2.0% | 0.32% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.05 |
| XYL Xylem Inc. | Reduce -8.4% | 0.05% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -9.9% | 0.05% | −0.01 |
| BA The Boeing Co. | Reduce -3.3% | 0.05% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 0.40% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| SHOP Shopify Inc. Class A | Add +206.5% | 2.84% | +2.13 |
| CSGP Costar Group Inc. | New | 1.27% | +1.27 |
| ORCL Oracle Corp. | Add +184.7% | 1.86% | +1.07 |
| AMZN Amazon.com Inc. | Add +0.0% | 8.43% | +0.84 |
| GOOG Alphabet Inc. Class C | Add +4.2% | 6.95% | +0.50 |
| CRM Salesforce Inc. | Add +2.6% | 4.64% | +0.47 |
| META Meta Platforms Inc. Class A | Add +2.4% | 8.91% | +0.47 |
| V Visa Inc. Class A | Add +2.5% | 5.48% | +0.34 |
| SAP Sap SE-Sponsored ADR | Add +0.6% | 4.69% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | New | 0.06% | +0.06 |
| MSCI MSCI Inc. | Add +17.7% | 0.58% | +0.05 |
| RDVY First Trust Rising Dividend | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +10.2% | 0.15% | +0.05 |
| COR Cencora Inc. | New | 0.04% | +0.04 |
| SOFI Sofi Technologies Inc. | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | Add +9.8% | 0.07% | +0.01 |
| OPEN Opendoor Technologies Inc. | Add +150.0% | 0.01% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +6.7% | 0.06% | −0.00 |
| SRE Sempra | Add +0.7% | 0.05% | −0.01 |
| JNJ Johnson & Johnson | Add +0.2% | 0.05% | −0.01 |
| LLY Eli Lilly & Co. | Add +4.3% | 0.07% | −0.01 |
| ABBV Abbvie Inc. | Add +0.8% | 0.11% | −0.02 |
| OTIS Otis Worldwide Corp. | Add +3.3% | 0.27% | −0.04 |
| ABT Abbott Laboratories | Add +0.7% | 3.27% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 1.08% | −0.10 |
| MA Mastercard Inc. Class A | Add +3.8% | 5.40% | −0.11 |
| ROP Roper Technologies Inc. | Add +2.2% | 1.17% | −0.12 |
| AAPL Apple Inc. | Add +0.8% | 1.94% | −0.19 |
| AON Aon PLC Class A | Add +3.5% | 1.77% | −0.20 |
| ACN Accenture PLC Class A | Add +2.6% | 3.63% | −0.22 |
| TMO Thermo Fisher Scientific Inc. | Add +2.4% | 3.94% | −0.23 |
| ICE Intercontinental Exchange Inc. | Add +3.7% | 2.26% | −0.33 |
| DHR Danaher Corp. | Add +3.4% | 3.90% | −0.36 |
| ADBE Adobe Inc. | Add +5.2% | 2.49% | −0.46 |
| MSFT Microsoft Corp. | Add +1.7% | 8.24% | −0.62 |
| PM Philip Morris International | Add +2.5% | 5.85% | −0.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $493.7M | GOOG, AMZN, MSFT, PM, META |
| Q1 2026 | 68 | $480.2M | GOOG, AMZN, META, MSFT, PM |
| Q4 2025 | 68 | $479.8M | GOOG, META, AMZN, PM, MSFT |
| Q3 2025 | 73 | $504.0M | GOOG, META, MSFT, AMZN, PM |
| Q2 2025 | 61 | $471.9M | META, MSFT, AMZN, PM, GOOG |
| Q1 2025 | 62 | $448.3M | META, MSFT, AMZN, PM, GOOG |
| Q4 2024 | 61 | $469.8M | META, AMZN, MSFT, GOOG, PM |
| Q3 2024 | 57 | $411.5M | MSFT, META, AMZN, PM, GOOG |
| Q2 2024 | 52 | $365.9M | MSFT, AMZN, GOOG, META, PM |
| Q1 2024 | 52 | $316.5M | MSFT, META, AMZN, GOOG, V |