DAG Ventures
PALO ALTO, CAfiles as DAG VENTURES, LLC
$125m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.2% of the portfolio this quarter.
Value
$125m
Stocks
3
Top 10 share
100.0%
Turnover
0.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| WealthfrontWLTH | 98.9% | $123m | 13,813,473 | Held |
| BlockXYZ | 0.9% | $1m | 14,427 | Held |
| Oportun FinancialOPRT | 0.2% | $219,561 | 38,452 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is down 34.0% since 31 December 2025.
Where the money is
Financial services100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.