Dash Acquisitions Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Dash Acquisitions Inc. reported 61 stock positions worth $471.9 million. Its top holding was Meta Platforms Class A (META) at 9.0% of the portfolio, followed by Microsoft (MSFT, 8.7%) and Amazon.com (AMZN, 8.0%). Compared with Q1 2025, it opened 4 new positions, sold out of 5, added to 24 and reduced 12. The biggest buy was Oracle (ORCL, shares +20%) and the biggest sale an exit from Steris (STE).
- Most Recent 13F
- Q2 2026
- Location
- WOODLAND HILLS, CA
- CIK
- 0001745885
- Portfolio Value
- $471.9M (Q2 2025)
- SEC Filing
- 0001986152-25-000053 ↗ filed Jul 28, 2025
Holdings Value
Holdings 61 stocks · $471.9M
| META Meta Platforms Inc. Class A | 9.03% | 59,693 | $42.6M | Reduce -0.9% |
| MSFT Microsoft Corp. | 8.70% | 81,153 | $41.1M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 8.03% | 166,017 | $37.9M | Add +0.7% |
| PM Philip Morris International | 7.40% | 212,121 | $34.9M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 6.71% | 165,348 | $31.7M | Reduce -1.3% |
| V Visa Inc. Class A | 5.68% | 75,429 | $26.8M | Add +0.0% |
| MA Mastercard Inc. Class A | 5.59% | 46,970 | $26.4M | Add +0.6% |
| SAP Sap SE-Sponsored ADR | 4.47% | 72,516 | $21.1M | Reduce -0.2% |
| CRM Salesforce Inc. | 3.70% | 65,329 | $17.5M | Add +2.0% |
| ORCL Oracle Corp. | 3.67% | 71,608 | $17.3M | Add +20.5% |
| DHR Danaher Corp. | 3.40% | 81,185 | $16.1M | Add +2.6% |
| TMO Thermo Fisher Scientific Inc. | 3.34% | 33,796 | $15.8M | Add +5.8% |
| SHOP Shopify Inc. Class A | 2.99% | 115,483 | $14.1M | Add +1.4% |
| ADP Automatic Data Processing | 2.85% | 44,285 | $13.5M | Add +0.4% |
| ACN Accenture PLC Class A | 2.80% | 46,235 | $13.2M | Add +2.1% |
| ABT Abbott Laboratories | 2.75% | 103,046 | $13.0M | Reduce -1.0% |
| ICE Intercontinental Exchange Inc. | 2.56% | 66,667 | $12.1M | Reduce -0.6% |
| ADBE Adobe Inc. | 2.40% | 30,438 | $11.3M | Add +1.8% |
| AON Aon PLC Class A | 1.81% | 23,887 | $8.5M | Add +3.5% |
| CSGP Costar Group Inc. | 1.58% | 81,904 | $7.5M | Add +1.5% |
| ROP Roper Technologies Inc. | 1.15% | 9,720 | $5.4M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 10,675 | $5.2M | Add +4.7% |
| ZTS Zoetis Inc. | 1.08% | 33,163 | $5.1M | New |
| MTDR Matador Resources Co. | 1.05% | 98,242 | $4.9M | No change |
| AAPL Apple Inc. | 0.90% | 19,880 | $4.3M | Reduce -39.9% |
| MSCI MSCI Inc. | 0.83% | 7,345 | $3.9M | Add +6.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 7,831 | $2.4M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 4,314 | $2.4M | No change |
| NVDA Nvidia Corp. | 0.44% | 12,247 | $2.1M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.40% | 9,883 | $1.9M | Reduce -4.1% |
| OTIS Otis Worldwide Corp. | 0.26% | 13,690 | $1.2M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.23% | 9,799 | $1.1M | Add +0.1% |
| CACI Caci International Inc. Class A | 0.19% | 1,836 | $883K | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 0.15% | 1,131 | $721K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.11% | 5,329 | $525K | No change |
| EXTR Extreme Networks Inc. | 0.09% | 23,462 | $419K | Add +11.8% |
| NFLX Netflix Inc. | 0.09% | 349 | $411K | No change |
| VOO Vanguard S&P 500 ETF | 0.08% | 685 | $399K | No change |
| LITMAN GREGORY FDS TR | 0.08% | 32,678 | $399K | No change |
| ABBV Abbvie Inc. | 0.08% | 2,065 | $393K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.08% | 485 | $387K | Add +2.8% |
| TSLA Tesla Inc. | 0.08% | 1,131 | $376K | Reduce -17.5% |
| BA The Boeing Co. | 0.07% | 1,473 | $345K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 512 | $325K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 1,015 | $301K | No change |
| FIW First Trust Water ETF | 0.06% | 2,698 | $296K | No change |
| CVX Chevron Corp. | 0.06% | 1,898 | $291K | No change |
| JNJ Johnson & Johnson | 0.06% | 1,693 | $286K | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,180 | $284K | Add +9.3% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,321 | $275K | No change |
| XLK SS Technology Select Sector | 0.06% | 1,030 | $268K | No change |
| PCHI Polen High Income ETF | 0.06% | 10,491 | $267K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 915 | $258K | No change |
| XYL Xylem Inc. | 0.05% | 1,843 | $243K | No change |
| AMAT Applied Materials Inc. | 0.05% | 1,200 | $224K | No change |
| AMD Advanced Micro Devices | 0.05% | 1,354 | $215K | Reduce -27.0% |
| SRE Sempra | 0.04% | 2,678 | $213K | New |
| MSI Motorola Solutions Inc. | 0.04% | 500 | $211K | No change |
| WMT Walmart Inc. | 0.04% | 2,150 | $206K | No change |
| RDVY First Trust Rising Dividend | 0.04% | 3,199 | $206K | New |
| FNF Fidelity National Financial | 0.04% | 3,615 | $201K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| STE Steris PLC | Sold out | 0.00% | −1.20 |
| AAPL Apple Inc. | Reduce -39.9% | 0.90% | −0.67 |
| ABT Abbott Laboratories | Reduce -1.0% | 2.75% | −0.25 |
| SAP Sap SE-Sponsored ADR | Reduce -0.2% | 4.47% | −0.23 |
| COR Cencora Inc. | Sold out | 0.00% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -0.6% | 2.56% | −0.03 |
| TSLA Tesla Inc. | Reduce -17.5% | 0.08% | −0.02 |
| CACI Caci International Inc. Class A | Reduce -5.2% | 0.19% | −0.01 |
| FUBO Fubotv Inc. | Sold out | 0.00% | −0.01 |
| OPEN Opendoor Technologies Inc. | Sold out | 0.00% | −0.01 |
| QSI Quantum-Si Inc. | Sold out | 0.00% | −0.00 |
| AMD Advanced Micro Devices | Reduce -27.0% | 0.05% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -4.1% | 0.40% | +0.03 |
| NVDA Nvidia Corp. | Reduce -0.2% | 0.44% | +0.09 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 9.03% | +0.21 |
| MSFT Microsoft Corp. | Reduce -3.4% | 8.70% | +0.28 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 6.71% | +0.69 |
Portfolio Buys Q1 2025 → Q2 2025
| ORCL Oracle Corp. | Add +20.5% | 3.67% | +1.52 |
| ZTS Zoetis Inc. | New | 1.08% | +1.08 |
| TMO Thermo Fisher Scientific Inc. | Add +5.8% | 3.34% | +0.28 |
| AMZN Amazon.com Inc. | Add +0.7% | 8.03% | +0.26 |
| SHOP Shopify Inc. Class A | Add +1.4% | 2.99% | +0.26 |
| CSGP Costar Group Inc. | Add +1.5% | 1.58% | +0.23 |
| PCHI Polen High Income ETF | New | 0.06% | +0.06 |
| SRE Sempra | New | 0.04% | +0.04 |
| RDVY First Trust Rising Dividend | New | 0.04% | +0.04 |
| EXTR Extreme Networks Inc. | Add +11.8% | 0.09% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +9.3% | 0.06% | +0.01 |
| JNJ Johnson & Johnson | Add +0.2% | 0.06% | +0.00 |
| LLY Eli Lilly & Co. | Add +2.8% | 0.08% | +0.00 |
| ABBV Abbvie Inc. | Add +0.1% | 0.08% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.23% | −0.01 |
| AON Aon PLC Class A | Add +3.5% | 1.81% | −0.02 |
| OTIS Otis Worldwide Corp. | Add +1.6% | 0.26% | −0.03 |
| MSCI MSCI Inc. | Add +6.2% | 0.83% | −0.04 |
| DHR Danaher Corp. | Add +2.6% | 3.40% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.7% | 1.09% | −0.07 |
| ROP Roper Technologies Inc. | Add +0.7% | 1.15% | −0.09 |
| ADP Automatic Data Processing | Add +0.4% | 2.85% | −0.18 |
| ADBE Adobe Inc. | Add +1.8% | 2.40% | −0.25 |
| V Visa Inc. Class A | Add +0.0% | 5.68% | −0.31 |
| PM Philip Morris International | Add +0.2% | 7.40% | −0.33 |
| MA Mastercard Inc. Class A | Add +0.6% | 5.59% | −0.41 |
| CRM Salesforce Inc. | Add +2.0% | 3.70% | −0.43 |
| ACN Accenture PLC Class A | Add +2.1% | 2.80% | −0.46 |
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 |