DASH in the 13F filings
Doordash Inc · CUSIP 25809K105
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 16 Feb 2024
- latest of these filings; the earliest 26 Jan 2024
- Managers listing it
- 28
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 22 listed it in both
- Shares listed
- 73,167,715
- combined, among listed positions
- Reported value
- $7.2bn
- combined, at the quarter end
Among the 93 comparable managers: 16 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing DASH in Q4 2023
28 of 28 holders
What managers have written about DASH
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- DoorDash's 2020 IPO letter from Tony Xu · DoorDash · 13 Nov 2020 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Tiger Global Management LLCexisting position · 2,196,013 shares now+970,091
- Baillie Gifford & Coexisting position · 12,775,622 shares now+772,977
- Renaissance Technologies LLCexisting position · 2,390,743 shares now+409,300
- Durable Capital Partners LPnew position · 323,434 shares now+323,434
- Two Sigma Advisers LPexisting position · 2,951,000 shares now+153,000
Reductions
- Capital Research Global Investorsexisting position · 17,817,622 shares now-2,238,673
- Viking Global Investors LPexisting position · 3,489,066 shares now-1,878,456
- Susquehanna International Group LLPexisting position · 2,415,906 shares now-1,845,492
- T. Rowe Price Associates Incexisting position · 5,226,691 shares now-1,361,611
- Dragoneer Investment Group LLCexisting position · 3,668,470 shares now-765,202
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2020 | 21 | $5.5bn | n.a. | n.a. |
| Q1 2021 | 17 | $6.4bn | n.a. | n.a. |
| Q2 2021 | 22 | $11.4bn | n.a. | n.a. |
| Q3 2021 | 20 | $14.7bn | n.a. | n.a. |
| Q4 2021 | 22 | $10.9bn | n.a. | n.a. |
| Q1 2022 | 16 | $7.9bn | n.a. | n.a. |
| Q2 2022 | 16 | $3.5bn | n.a. | n.a. |
| Q3 2022 | 18 | $2.2bn | n.a. | n.a. |
| Q4 2022 | 14 | $2.7bn | n.a. | n.a. |
| Q1 2023 | 19 | $3.6bn | n.a. | n.a. |
| Q2 2023 | 24 | $5.1bn | n.a. | n.a. |
| Q3 2023 | 27 | $6.0bn | n.a. | n.a. |
| Q4 2023 | 28 | $7.2bn | 16 | 12 |
| Q1 2024 | 37 | $10.1bn | 25 | 12 |
| Q2 2024 | 31 | $8.5bn | 19 | 16 |
| Q3 2024 | 40 | $12.5bn | 25 | 14 |
| Q4 2024 | 45 | $14.9bn | 25 | 19 |
| Q1 2025 | 38 | $13.5bn | 15 | 24 |
| Q2 2025 | 46 | $17.5bn | 23 | 23 |
| Q3 2025 | 43 | $18.9bn | 19 | 24 |
| Q4 2025 | 37 | $19.6bn | 24 | 27 |
| Q1 2026 | 35 | $12.9bn | 25 | 25 |
| Q2 2026 | 24 | $16.0bn | 17 | 29 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
DASH and GOOGL →DASH and AMZN →DASH and GOOG →Choose a stock to compare with DASH →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own DASH, latest filings →Back to the 13F Explorer →