Position in DASH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$917,851
+$259,745 QoQ
Shares Held
4,974
+13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#553
of 1,034 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DASH Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Compound Planning, Inc. holds $60,962,863 across 11 Internet Retail names. DASH ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
220,556 | $52,567,316 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
24,658 | $2,366,674 | |
| 3 | EBAY |
Ebay Inc
|
9,971 | $1,114,259 | |
| 4 | CART |
Maplebear Inc.
|
22,665 | $1,073,187 | |
| 5 | DASH |
DoorDash, Inc.
This page
|
4,974 | $917,851 | |
| 6 | JD |
JD.com, Inc.
|
29,272 | $745,849 | |
| 7 | MELI |
Mercadolibre Inc
|
394 | $668,771 | |
| 8 | PDD |
PDD Holdings Inc.
|
6,987 | $532,968 |
All Filings in DASH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,851 | 4,974 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $658,106 | 4,383 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,217,782 | 5,377 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,642,819 | 6,040 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,358,270 | 5,510 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $946,931 | 5,181 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $633,759 | 3,778 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,175,096 | 8,233 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,213,114 | 11,152 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,423,749 | 10,338 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $733,170 | 7,414 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||