DASH in the 13F filings
Doordash Inc · CUSIP 25809K105
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 1 May 2024
- Managers listing it
- 37
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 24 listed it in both
- Shares listed
- 72,989,412
- combined, among listed positions
- Reported value
- $10.1bn
- combined, at the quarter end
Among the 93 comparable managers: 25 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 Q1 2024
37 of 37 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
- Invesco Ltdexisting position · 3,842,424 shares now+1,390,912
- Artisan Partners LPnew position · 1,317,200 shares now+1,317,200
- Point72 Asset Management LPexisting position · 858,263 shares now+591,519
- Coatue Management LLCnew position · 305,376 shares now+305,376
- T. Rowe Price Associates Incexisting position · 5,469,647 shares now+242,956
Reductions
- Capital Research Global Investorsexisting position · 14,987,796 shares now-2,829,826
- Dragoneer Investment Group LLCexisting position · 1,600,970 shares now-2,067,500
- Two Sigma Investments LPexisting position · 1,143,297 shares now-845,850
- Two Sigma Advisers LPexisting position · 2,399,300 shares now-551,700
- Baillie Gifford & Coexisting position · 12,403,247 shares now-372,375
New positions and exits
New (6)
Exited (1)
- Viking Global Investors LPwas $345m
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 →