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Dash Acquisitions Inc.
Dash Acquisitions Inc. is an SEC-registered investment adviser headquartered in Woodland Hills, California. Serving primarily high-net-worth individuals and select other client types, the firm oversees over $620 million in assets under management and employs a small team of investment professionals. Dash Acquisitions provides personalized investment management and advisory services, focusing on portfolio construction for wealthy individuals and some charitable organizations.
Investment Strategy
Dash Acquisitions Inc. primarily offers discretionary portfolio management, specializing in equities with core holdings in leading technology and consumer companies. Their latest filings indicate a focus on large-cap growth equities, with significant allocations to companies such as Meta, Microsoft, Amazon, and Alphabet. The firm's investment philosophy emphasizes long-term capital appreciation for high-net-worth clients through diversified portfolios, employing both tactical positioning and active management to capture market opportunities while managing downside risk.
Latest 13F Filing Activity
Dash Acquisitions Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 60 equity positions with a total 13F market value of $472M. The fund increased holdings in Oracle Corp., Zoetis Inc., Alphabet Inc. among other positions. Dash Acquisitions Inc. reduced exposure to Steris PLC, Apple Inc., Accenture PLC Ireland among others.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 9.03% | $42.6M | 59,693 | $338.86 | $738.09 | +$3.1M |
M MSFT | MICROSOFT CORP | 8.70% | $41.1M | 81,153 | $271.73 | $497.41 | +$3.3M |
A AMZN | AMAZON COM INC | 8.03% | $37.9M | 166,017 | $159.40 | $219.39 | +$3.1M |
P PM | PHILIP MORRIS INTL INC | 7.40% | $34.9M | 212,121 | $90.79 | $182.13 | +$249.3K |
G GOOG | ALPHABET INC | 6.71% | $31.7M | 165,348 | $116.57 | $177.39 | +$4.7M |
Industry Allocation
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