Position in DASH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,683,019
+$4,208,557 QoQ
Shares Held
84,989
+11.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#227
of 1,037 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DASH Over Time
Shares Held
Position Value (USD)
Derivatives in DASH
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$6,097
PutShares
12,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $1,229,288,804 across 20 Internet Retail names. DASH ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,694,102 | $1,118,792,270 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
237,244 | $22,770,678 | |
| 3 | DASH |
DoorDash, Inc.
This page
|
84,989 | $15,683,019 | |
| 4 | EBAY |
Ebay Inc
|
139,052 | $15,539,061 | |
| 5 | MELI |
Mercadolibre Inc
|
6,679 | $11,336,866 | |
| 6 | JD |
JD.com, Inc.
|
386,098 | $9,837,776 | |
| 7 | SE |
Sea Ltd
|
97,703 | $9,362,877 | |
| 8 | PDD |
PDD Holdings Inc.
|
91,734 | $6,997,469 |
All Filings in DASH
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,683,019 | 84,989 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,474,462 | 76,420 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,097 | 12,400 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $17,849,115 | 78,811 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,230,121 | 85,408 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $45,107 | 13,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $20,793,857 | 84,353 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $88,540 | 23,300 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $19,639,367 | 107,454 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,350,425 | 73,624 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $4,998,950 | 29,800 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $10,789,937 | 109,972 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,558,357 | 69,483 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $9,846,841 | 71,499 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,471,708 | 85,668 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $5,204 | 15,000 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $18,579 | 12,700 | Put | Sole | 2023-11-16 | |
| 2023-09-30 | $6,324,778 | 79,587 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $984 | 8,200 | Put | Sole | 2023-07-21 | |
| 2023-06-30 | $4,962,027 | 64,931 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $27,880 | 8,200 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $4,491,149 | 70,660 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,763,651 | 56,609 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,424,308 | 28,803 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,151,170 | 33,523 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,364,624 | 37,244 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,712,846 | 38,367 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,643,192 | 51,671 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,927,481 | 44,454 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $348,019 | 2,654 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||