DASH in the 13F filings
Doordash Inc · CUSIP 25809K105
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 25 Jul 2024
- Managers listing it
- 31
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 25 listed it in both
- Shares listed
- 78,283,495
- combined, among listed positions
- Reported value
- $8.5bn
- combined, at the quarter end
Among the 94 comparable managers: 19 buyers (opened or added shares) and 16 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 Q2 2024
31 of 31 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
- Viking Global Investors LPnew position · 5,535,921 shares now+5,535,921
- Janus Henderson Group Ltdexisting position · 4,832,823 shares now+1,377,707
- Dragoneer Investment Group LLCexisting position · 2,847,537 shares now+1,246,567
- Two Sigma Investments LPexisting position · 2,108,048 shares now+964,751
- Two Sigma Advisers LPexisting position · 3,213,500 shares now+814,200
Reductions
- Capital Research Global Investorsexisting position · 14,323,763 shares now-664,033
- D. E. Shaw & Co.existing position · 863,968 shares now-489,495
- T. Rowe Price Associates Incexisting position · 5,168,501 shares now-301,146
- Acadian Asset Management LLCexisting position · 64,192 shares now-264,011
- Neuberger Berman Group LLCexisting position · 661,732 shares now-249,694
New positions and exits
New (2)
Exited (5)
- Voloridge Investment Management LLCwas $72m
- Coatue Management LLCwas $42m
- Durable Capital Partners LPwas $40m
- Light Street Capital Management LLCwas $13m
- Eisler Capital Management Ltdwas $3.9m
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 →