Position in DASH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,474,462
-$6,374,653 QoQ
Shares Held
76,420
-3.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.7157812091075635.ToString("F0")%
Shared 0.ToString("F0")%
None 99.28421879089242.ToString("F0")%
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
$2,808,352
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 Mar 31, 2026Creative Planning holds $1,003,541,084 across 19 Internet Retail names. DASH ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,314,124 | $898,502,605 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
240,739 | $30,203,114 | |
| 3 | JD |
JD.com, Inc.
|
412,097 | $12,185,707 | |
| 4 | EBAY |
Ebay Inc
|
132,425 | $12,053,323 | |
| 5 | DASH |
DoorDash, Inc.
This page
|
76,420 | $11,474,462 | |
| 6 | PDD |
PDD Holdings Inc.
|
88,702 | $9,063,569 | |
| 7 | MELI |
Mercadolibre Inc
|
4,029 | $6,966,221 | |
| 8 | SE |
Sea Ltd
|
63,951 | $5,295,782 |
All Filings in DASH
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,474,462 | 76,420 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,808,352 | 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 | $3,535,870 | 13,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $20,793,857 | 84,353 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,258,541 | 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 | $15,696,303 | 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 | $1,483,350 | 15,000 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $1,009,269 | 12,700 | Put | Sole | 2023-11-16 | |
| 2023-09-30 | $6,324,778 | 79,587 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $626,644 | 8,200 | Put | Sole | 2023-07-21 | |
| 2023-06-30 | $4,962,027 | 64,931 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $521,192 | 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. | ||||||