Dash Acquisitions 13F annual report

Dash Acquisitions is an investment fund managing more than $364 billion ran by Lindsay Rider. There are currently 49 companies in Mrs. Rider’s portfolio. The largest investments include Microsoft and Amazon.com, together worth $65.4 billion.

$364 billion Assets Under Management (AUM)

As of 11th July 2024, Dash Acquisitions’s top holding is 80,108 shares of Microsoft currently worth over $35.5 billion and making up 9.8% of the portfolio value. Relative to the number of outstanding shares of Microsoft, Dash Acquisitions owns more than approximately 0.1% of the company. In addition, the fund holds 158,812 shares of Amazon.com worth $29.8 billion, whose value grew 22.4% in the past six months. The third-largest holding is Alphabet Inc worth $29.1 billion and the next is Meta Platforms Inc worth $26.8 billion, with 57,956 shares owned.

Currently, Dash Acquisitions's portfolio is worth at least $364 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Dash Acquisitions

The Dash Acquisitions office and employees reside in Woodland Hills, California. According to the last 13-F report filed with the SEC, Lindsay Rider serves as the Compliance Consultant at Dash Acquisitions.

Recent trades

In the most recent 13F filing, Dash Acquisitions revealed that it had opened a new position in MSCI Inc and bought 3,378 shares worth $1.7 billion. This means they effectively own approximately 0.1% of the company. MSCI Inc makes up 3.4% of the fund's Finance sector allocation and has grown its share price by 0.2% in the past year.

The investment fund also strengthened its position in Microsoft by buying 5,787 additional shares. This makes their stake in Microsoft total 80,108 shares worth $35.5 billion. Microsoft soared 23.4% in the past year.

On the other hand, there are companies that Dash Acquisitions is getting rid of from its portfolio. Dash Acquisitions closed its position in Disney Walt Co on 18th July 2024. It sold the previously owned 13,965 shares for $1.58 billion. Lindsay Rider also disclosed a decreased stake in Berkshire Hathaway by approximately 0.1%. This leaves the value of the investment at $4.62 billion and 10,365 shares.

One of the smaller hedge funds

The two most similar investment funds to Dash Acquisitions are Franklin, Parlapiano, Turner & Welch and Intellectus Partners. They manage $364 billion and $364 billion respectively.


Lindsay Rider investment strategy

Dash Acquisitions’s portfolio is diversified across 11 sectors. Currently, their heaviest sector is Technology — making up 37.7% of the total portfolio value. The fund focuses on investments in the United States as 59.2% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 59% of the total holdings value. On the other hand, small-cap stocks make up only 2.0% of the portfolio. The average market cap of the portfolio companies is close to $328 billion.

The complete list of Dash Acquisitions trades based on 13F SEC filings

These positions were updated on July 18th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Microsoft Corporation
7.79%
80,108
$35,529,637,000 9.76%
Amazon.com Inc.
9.89%
158,812
$29,845,624,000 8.20%
Alphabet Inc
8.36%
159,162
$29,050,834,000 7.98%
Meta Platforms Inc
8.59%
57,956
$26,775,110,000 7.36%
Philip Morris International Inc
11.67%
196,360
$21,267,741,000 5.84%
Visa Inc
9.61%
70,621
$19,258,273,000 5.29%
Mastercard Incorporated
10.04%
41,755
$18,838,008,000 5.18%
Danaher Corp.
8.16%
67,898
$17,059,327,000 4.69%
Thermo Fisher Scientific Inc.
10.20%
29,589
$16,423,736,000 4.51%
Sap SE
9.08%
77,925
$15,585,828,000 4.28%
Salesforce Inc
11.01%
56,317
$14,147,915,000 3.89%
Accenture Plc Ireland
13.85%
41,629
$13,554,380,000 3.72%
Adobe Inc
13.68%
23,397
$13,174,601,000 3.62%
Automatic Data Processing In
10.78%
49,548
$12,349,916,000 3.39%
Abbott Labs
10.47%
113,655
$11,897,451,000 3.27%
Intercontinental Exchange In
8.43%
61,504
$9,189,241,000 2.52%
Apple Inc
14.22%
37,260
$8,528,050,000 2.34%
Procter And Gamble Co
14.52%
42,403
$7,184,840,000 1.97%
Matador Res Co
No change
98,242
$6,407,343,000 1.76%
Aon plc.
14.62%
20,285
$6,094,755,000 1.67%
Steris Plc
11.70%
24,885
$5,691,388,000 1.56%
Roper Technologies Inc
14.54%
8,947
$5,111,392,000 1.40%
Berkshire Hathaway Inc.
0.62%
10,365
$4,618,549,000 1.27%
Vanguard Index Fds
0.34%
8,534
$2,510,307,000 0.69%
Nike, Inc.
17.43%
24,852
$1,815,964,000 0.50%
MSCI Inc
Opened
3,378
$1,702,512,000 0.47%
Disney Walt Co
Closed
13,965
$1,577,171,000
NVIDIA Corp
910.77%
11,361
$1,340,540,000 0.37%
Litman Gregory Fds Tr
32.47%
109,067
$1,222,352,000 0.34%
Otis Worldwide Corporation
8.06%
12,135
$1,200,530,000 0.33%
Caci International Inc.
No change
2,236
$998,441,000 0.27%
Ishares Tr
11.10%
991
$554,818,000 0.15%
Abbvie Inc
1.32%
2,841
$497,942,000 0.14%
VanEck ETF Trust
9.65%
5,172
$463,411,000 0.13%
Unitedhealth Group Inc
0.77%
645
$369,766,000 0.10%
Eli Lilly & Co
1.34%
368
$333,502,000 0.09%
Oracle Corp.
2.35%
2,331
$324,615,000 0.09%
Synopsys, Inc.
Closed
600
$316,548,000
Chevron Corp.
0.93%
1,918
$309,239,000 0.08%
First Tr Exchange-traded Fd
3.53%
2,698
$283,668,000 0.08%
Xylem Inc
No change
2,012
$279,668,000 0.08%
Vanguard Specialized Funds
1.06%
1,404
$266,888,000 0.07%
Johnson & Johnson
4.93%
1,698
$265,948,000 0.07%
Novo-nordisk A S
1.51%
1,962
$265,694,000 0.07%
Applied Matls Inc
0.74%
1,200
$264,084,000 0.07%
Select Sector Spdr Tr
Opened
1,030
$231,091,000 0.06%
Spdr Ser Tr
Closed
1,723
$227,626,000
Motorola Solutions Inc
Opened
555
$218,669,000 0.06%
Netflix Inc.
Closed
348
$213,564,000
Sempra
Opened
2,604
$202,349,000 0.06%
Cencora Inc.
Closed
844
$201,493,000
International Business Machs
19.46%
1,072
$200,944,000 0.06%
Extreme Networks Inc.
No change
13,465
$188,375,000 0.05%
Opendoor Technologies Inc.
Opened
15,000
$40,800,000 0.01%
No transactions found
Showing first 500 out of 54 holdings