Dash Acquisitions Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Dash Acquisitions Inc. reported 62 stock positions worth $448.3 million. Its top holding was Meta Platforms Class A (META) at 8.8% of the portfolio, followed by Microsoft (MSFT, 8.4%) and Amazon.com (AMZN, 7.8%). Compared with Q4 2024, it opened 5 new positions, sold out of 4, added to 27 and reduced 20. The biggest buy was Mastercard Class A (MA, shares +1%) and the biggest sale Amazon.com (AMZN, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WOODLAND HILLS, CA
- CIK
- 0001745885
- Portfolio Value
- $448.3M (Q1 2025)
- SEC Filing
- 0001986152-25-000043 ↗ filed May 14, 2025
Holdings Value
Holdings 62 stocks · $448.3M
| META Meta Platforms Inc. Class A | 8.82% | 60,261 | $39.5M | Reduce -2.9% |
| MSFT Microsoft Corp. | 8.42% | 84,020 | $37.7M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 7.77% | 164,826 | $34.8M | Reduce -0.9% |
| PM Philip Morris International | 7.74% | 211,700 | $34.7M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 6.01% | 167,595 | $27.0M | Add +1.1% |
| MA Mastercard Inc. Class A | 6.01% | 46,707 | $26.9M | Add +0.9% |
| V Visa Inc. Class A | 5.99% | 75,413 | $26.9M | Reduce -2.0% |
| SAP Sap SE-Sponsored ADR | 4.69% | 72,631 | $21.0M | Reduce -9.8% |
| CRM Salesforce Inc. | 4.13% | 64,016 | $18.5M | Add +5.8% |
| DHR Danaher Corp. | 3.47% | 79,115 | $15.6M | Add +7.0% |
| ACN Accenture PLC Class A | 3.26% | 45,289 | $14.6M | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 3.06% | 31,952 | $13.7M | Add +0.9% |
| ADP Automatic Data Processing | 3.03% | 44,106 | $13.6M | Add +0.6% |
| ABT Abbott Laboratories | 3.00% | 104,041 | $13.4M | Reduce -13.8% |
| SHOP Shopify Inc. Class A | 2.73% | 113,858 | $12.3M | Add +0.1% |
| ADBE Adobe Inc. | 2.65% | 29,893 | $11.9M | Add +13.2% |
| ICE Intercontinental Exchange Inc. | 2.59% | 67,058 | $11.6M | Add +0.2% |
| ORCL Oracle Corp. | 2.15% | 59,442 | $9.6M | Add +11.4% |
| AON Aon PLC Class A | 1.83% | 23,078 | $8.2M | Add +3.2% |
| AAPL Apple Inc. | 1.57% | 33,048 | $7.0M | Reduce -13.5% |
| CSGP Costar Group Inc. | 1.35% | 80,693 | $6.1M | Add +2.9% |
| ROP Roper Technologies Inc. | 1.24% | 9,649 | $5.6M | Reduce -3.5% |
| STE Steris PLC | 1.20% | 23,300 | $5.4M | Reduce -9.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 10,199 | $5.2M | Reduce -5.5% |
| MTDR Matador Resources Co. | 1.02% | 98,242 | $4.6M | No change |
| MSCI MSCI Inc. | 0.87% | 6,914 | $3.9M | Add +58.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 7,831 | $2.3M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 4,314 | $2.2M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 0.37% | 10,301 | $1.6M | Add +7.1% |
| NVDA Nvidia Corp. | 0.36% | 12,272 | $1.6M | Add +6.2% |
| OTIS Otis Worldwide Corp. | 0.29% | 13,470 | $1.3M | Add +3.0% |
| XOM Exxon Mobil Corp. | 0.24% | 9,786 | $1.1M | Add +0.6% |
| CACI Caci International Inc. Class A | 0.20% | 1,936 | $895K | Reduce -9.4% |
| IVV iShares Core S&P 500 ETF | 0.15% | 1,131 | $667K | Add +14.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.11% | 5,329 | $484K | Add +3.0% |
| TSLA Tesla Inc. | 0.10% | 1,371 | $458K | Reduce -23.4% |
| NFLX Netflix Inc. | 0.09% | 349 | $397K | Add +11.2% |
| ABBV Abbvie Inc. | 0.09% | 2,064 | $388K | Reduce -27.9% |
| LITMAN GREGORY FDS TR | 0.09% | 32,678 | $387K | No change |
| VOO Vanguard S&P 500 ETF | 0.08% | 685 | $370K | No change |
| LLY Eli Lilly & Co. | 0.08% | 472 | $352K | Add +22.9% |
| EXTR Extreme Networks Inc. | 0.08% | 20,986 | $337K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 512 | $300K | Add +7.1% |
| BA The Boeing Co. | 0.07% | 1,473 | $300K | Add +1.4% |
| FIW First Trust Water ETF | 0.06% | 2,698 | $286K | No change |
| CVX Chevron Corp. | 0.06% | 1,898 | $270K | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,015 | $267K | Reduce -3.1% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,321 | $260K | Reduce -6.4% |
| JNJ Johnson & Johnson | 0.06% | 1,689 | $251K | Add +0.2% |
| XLK SS Technology Select Sector | 0.05% | 1,030 | $240K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 915 | $237K | Reduce -14.7% |
| XYL Xylem Inc. | 0.05% | 1,843 | $234K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 1,080 | $210K | New |
| COR Cencora Inc. | 0.05% | 749 | $209K | Reduce -4.6% |
| AMD Advanced Micro Devices | 0.05% | 1,854 | $209K | New |
| AMAT Applied Materials Inc. | 0.05% | 1,200 | $208K | No change |
| FNF Fidelity National Financial | 0.05% | 3,615 | $207K | No change |
| MSI Motorola Solutions Inc. | 0.05% | 500 | $207K | No change |
| WMT Walmart Inc. | 0.05% | 2,150 | $206K | New |
| FUBO Fubotv Inc. | 0.01% | 10,000 | $29K | New |
| OPEN Opendoor Technologies Inc. | 0.01% | 35,000 | $25K | Add +40.0% |
| QSI Quantum-Si Inc. | 0.00% | 10,000 | $15K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Reduce -0.9% | 7.77% | −0.66 |
| AAPL Apple Inc. | Reduce -13.5% | 1.57% | −0.37 |
| ABT Abbott Laboratories | Reduce -13.8% | 3.00% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -2.9% | 8.82% | −0.09 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.07 |
| TSLA Tesla Inc. | Reduce -23.4% | 0.10% | −0.05 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.05 |
| SRE Sempra | Sold out | 0.00% | −0.05 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.03 |
| ABBV Abbvie Inc. | Reduce -27.9% | 0.09% | −0.02 |
| STE Steris PLC | Reduce -9.8% | 1.20% | −0.01 |
| CVX Chevron Corp. | Reduce -1.0% | 0.06% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.4% | 0.06% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 0.06% | 0.00 |
| SAP Sap SE-Sponsored ADR | Reduce -9.8% | 4.69% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -14.7% | 0.05% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.51% | +0.00 |
| COR Cencora Inc. | Reduce -4.6% | 0.05% | +0.00 |
| CACI Caci International Inc. Class A | Reduce -9.4% | 0.20% | +0.02 |
| ROP Roper Technologies Inc. | Reduce -3.5% | 1.24% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.5% | 1.16% | +0.08 |
| MSFT Microsoft Corp. | Reduce -3.0% | 8.42% | +0.18 |
| V Visa Inc. Class A | Reduce -2.0% | 5.99% | +0.51 |
| PM Philip Morris International | Reduce -0.6% | 7.74% | +1.89 |
Portfolio Buys Q4 2024 → Q1 2025
| MA Mastercard Inc. Class A | Add +0.9% | 6.01% | +0.61 |
| ICE Intercontinental Exchange Inc. | Add +0.2% | 2.59% | +0.32 |
| ORCL Oracle Corp. | Add +11.4% | 2.15% | +0.29 |
| MSCI MSCI Inc. | Add +58.6% | 0.87% | +0.29 |
| ADP Automatic Data Processing | Add +0.6% | 3.03% | +0.25 |
| ADBE Adobe Inc. | Add +13.2% | 2.65% | +0.16 |
| CSGP Costar Group Inc. | Add +2.9% | 1.35% | +0.08 |
| AON Aon PLC Class A | Add +3.2% | 1.83% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.1% | 0.50% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| WMT Walmart Inc. | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +6.2% | 0.36% | +0.04 |
| OTIS Otis Worldwide Corp. | Add +3.0% | 0.29% | +0.02 |
| NFLX Netflix Inc. | Add +11.2% | 0.09% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +14.1% | 0.15% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.24% | +0.02 |
| LLY Eli Lilly & Co. | Add +22.9% | 0.08% | +0.01 |
| BA The Boeing Co. | Add +1.4% | 0.07% | +0.01 |
| FUBO Fubotv Inc. | New | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.1% | 0.07% | +0.01 |
| QSI Quantum-Si Inc. | New | 0.00% | +0.00 |
| MOAT Vaneck Morningstar Wide Moat | Add +3.0% | 0.11% | +0.00 |
| JNJ Johnson & Johnson | Add +0.2% | 0.06% | +0.00 |
| OPEN Opendoor Technologies Inc. | Add +40.0% | 0.01% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +7.1% | 0.37% | −0.03 |
| SHOP Shopify Inc. Class A | Add +0.1% | 2.73% | −0.11 |
| ACN Accenture PLC Class A | Add +0.6% | 3.26% | −0.37 |
| DHR Danaher Corp. | Add +7.0% | 3.47% | −0.43 |
| CRM Salesforce Inc. | Add +5.8% | 4.13% | −0.51 |
| TMO Thermo Fisher Scientific Inc. | Add +0.9% | 3.06% | −0.88 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 6.01% | −0.94 |
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 |