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Dash Acquisitions Inc.
hedge fundUpdated 28 days agoManaged by Dash Acquisitions Inc. • Latest filing Q2 2026
Portfolio value
$493.7M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
29.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $252.2M |
| Q3 2023 | $248.2M |
| Q4 2023 | $280.8M |
| Q1 2024 | $316.5M |
| Q2 2024 | $365.9M |
| Q3 2024 | $411.5M |
| Q4 2024 | $469.8M |
| Q1 2025 | $448.3M |
| Q2 2025 | $471.9M |
| Q3 2025 | $504M |
| Q4 2025 | $479.8M |
| Q1 2026 | $480.2M |
| Q2 2026 | $493.7M |
Top holdings
72 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $49.1M | 143.5K | 9.95% | — |
| 2 | A AMZN AMAZON COM INC | $46.2M | 172.9K | 9.36% | — |
| 3 | M MSFT MICROSOFT CORP | $41.2M | 83.6K | 8.34% | — |
| 4 | P PM PHILIP MORRIS INTL INC | $37.3M | 200.1K | 7.55% | — |
| 5 | M META META PLATFORMS INC | $35.1M | 60.7K | 7.11% | — |
| 6 | V V VISA INC | $28.6M | 79.6K | 5.80% | — |
| 7 | M MA MASTERCARD INCORPORATED | $27M | 48.3K | 5.48% | — |
| 8 | S SHOP SHOPIFY INC | $18.1M | 120.3K | 3.66% | — |
| 9 | S SPGI S&P GLOBAL INC | $17.8M | 43.3K | 3.60% | — |
| 10 | C CRM SALESFORCE INC | $16.6M | 85.8K | 3.36% | — |
| 11 | T TMO THERMO FISHER SCIENTIFIC INC | $16.6M | 27.5K | 3.36% | — |
| 12 | S SAPGF SAP SE | $16.2M | 79.2K | 3.28% | — |
| 13 | A ADP AUTOMATIC DATA PROCESSING IN | $13.2M | 48.9K | 2.67% | — |
| 14 | O ORCL-PD ORACLE CORP | $11.2M | 73.4K | 2.28% | — |
| 15 | I ICE INTERCONTINENTAL EXCHANGE IN | $10.9M | 71.9K | 2.20% | — |
| 16 | N NOW SERVICENOW INC | $10M | 80.4K | 2.03% | — |
| 17 | M MSCI MSCI INC | $9.8M | 17.4K | 1.99% | — |
| 18 | A AON AON PLC | $8M | 22.8K | 1.63% | — |
| 19 | A AAPL APPLE INC | $7.2M | 23.7K | 1.45% | — |
| 20 | A ACN ACCENTURE PLC IRELAND | $7M | 38.7K | 1.41% | — |