Dash Acquisitions Inc. 13F 持仓 · 2026年Q2
Dash Acquisitions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 4.94 亿美元。前几大持仓：GOOG（9.95%）、AMZN（9.36%）、MSFT（8.34%）。本季前 25 大持仓中：增持 4 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $49.1M | 9.95% | 143,527 | 减持 |
| 2 | AMZN | AMAZON COM INC | $46.2M | 9.36% | 172,896 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $41.2M | 8.34% | 83,642 | 减持 |
| 4 | PM | PHILIP MORRIS INTL INC | $37.3M | 7.55% | 200,135 | 减持 |
| 5 | META | META PLATFORMS INC | $35.1M | 7.11% | 60,652 | 减持 |
| 6 | V | VISA INC | $28.6M | 5.80% | 79,623 | 减持 |
| 7 | MA | MASTERCARD INCORPORATED | $27.0M | 5.48% | 48,296 | 减持 |
| 8 | SHOP | SHOPIFY INC | $18.1M | 3.66% | 120,284 | 减持 |
| 9 | SPGI | S&P GLOBAL INC | $17.8M | 3.60% | 43,341 | 增持 |
| 10 | CRM | SALESFORCE INC | $16.6M | 3.36% | 85,813 | 减持 |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $16.6M | 3.36% | 27,471 | 减持 |
| 12 | SAP | SAP SE | $16.2M | 3.28% | 79,218 | 减持 |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | $13.2M | 2.67% | 48,923 | 减持 |
| 14 | ORCL | ORACLE CORP | $11.2M | 2.28% | 73,384 | 减持 |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | $10.9M | 2.20% | 71,869 | 减持 |
| 16 | NOW | SERVICENOW INC | $10.0M | 2.03% | 80,370 | 增持 |
| 17 | MSCI | MSCI INC | $9.8M | 1.99% | 17,445 | 减持 |
| 18 | AON | AON PLC | $8.0M | 1.62% | 22,767 | 减持 |
| 19 | AAPL | APPLE INC | $7.2M | 1.45% | 23,663 | 减持 |
| 20 | ACN | ACCENTURE PLC IRELAND | $7.0M | 1.41% | 38,687 | 减持 |
| 21 | IDXX | IDEXX LABS INC | $6.5M | 1.32% | 11,395 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.2M | 1.06% | 10,214 | 减持 |
| 23 | MTDR | MATADOR RES CO | $5.2M | 1.04% | 98,242 | 持平 |
| 24 | ROP | ROPER TECHNOLOGIES INC | $4.6M | 0.93% | 11,579 | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $3.4M | 0.70% | 9,002 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR