Data as of Q4 2025 (Dec 31, 2025)

Dash Acquisitions Inc.

โ€ขCIK: 1745885โ€ขFiling: Q4 2025

**Dash Acquisitions Inc.** manages $480M across a diversified portfolio of 68 positions. The fund maintains significant exposure to mega-cap technology leaders, notably holding GOOG at $53.9M and META at $40.7M. Further concentration is evident in AMZN ($40.1M) and 4I1 ($36.8M), alongside substantial allocations to MSFT ($34.5M) and MA ($27.2M). This structure indicates a core focus on established, high-growth technology and market infrastructure names.

Total AUM
$479.8M
QoQ Performance
-4.8%
Positions
66
Top 10 Concentration
64.5%
Latest Filing
Q4 2025

Top Holdings Allocation

GOOG
META
AMZN
4I1
MSFT
MA
V
GOOG11.2%
META8.5%
AMZN8.3%
4I17.7%
MSFT7.2%
MA5.7%
V5.5%
CRM3.7%

๐Ÿ“ˆ Biggest Buys

NOW
SERVICENOW INC
NEW
1.5% of portfolio
ADBE
ADOBE INC
+91.3%
2.7% of portfolio
CRM
SALESFORCE INC
+44.0%
3.7% of portfolio
SPGI
S&P GLOBAL INC
NEW
1.0% of portfolio
ACN
ACCENTURE PLC IRELAND
+25.1%
2.4% of portfolio

๐Ÿ“‰ Biggest Sells

ABT
ABBOTT LABS
-97.4%
0.1% of portfolio
URTH
ISHARES INC
-91.1%
0.0% of portfolio
DHR
DANAHER CORPORATION
-73.0%
0.1% of portfolio
4I1
PHILIP MORRIS INTL INC
-3.5%
7.7% of portfolio
GOOG
ALPHABET INC
-2.4%
11.2% of portfolio

Sector Breakdown

Technology41.6%
Other30.6%
Financial14.0%
Consumer8.5%
Healthcare4.2%
ETF0.5%
Energy0.3%
Industrial0.3%

๐Ÿšช Exited Positionssold since Q3 2025

IGV
ISHARES TR
SOLD
$9.0M
XLP
SELECT SECTOR SPDR TR
SOLD
$3.2M
KLXY
KRANESHARES TRUST
SOLD
$1.3M
NFLX
NETFLIX INC
SOLD
$403.9K
AMD
ADVANCED MICRO DEVICES INC
SOLD
$357.9K
+3 more exited positions

Changes from Q3 2025

NEW3 new positions
โ†‘27 increased
โ†“26 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023