AI Portfolio Summary
In 2026 Q1, DAG Ventures, LLC maintained a portfolio of 3 distinct positions. The fund also reduced its exposure to BLOCK INC by 14.2%.
Total Positions
3
Quarter
2026 Q1
Top Holding
WLTH (99.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WLTH
WEALTHFRONT COR...
|
Technology | 99.19% | 99.31% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
13,813,474 | $127,774,635 |
$13.59
-29.6%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
XYZ
BLOCK INC
|
Technology | 0.67% | 0.58% |
#2
Prev: #2
|
2.3 | -2,386 | -14.2% |
P
S
|
14,427 | $868,217 |
$77.35
-22.7%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
OPRT
OPORTUN FINL CO...
|
Financial Services | 0.14% | 0.11% |
#3
Prev: #3
|
2.1 | no change | no change |
P
S
|
38,452 | $177,264 |
$3.91
+17.9%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-3 of 3 holdings