DASH in the 13F filings
Doordash Inc · CUSIP 25809K105
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 12 Aug 2025
- latest of these filings; the earliest 7 May 2025
- Managers listing it
- 38
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 35 listed it in both
- Shares listed
- 73,981,307
- combined, among listed positions
- Reported value
- $13.5bn
- combined, at the quarter end
Among the 95 comparable managers: 15 buyers (opened or added shares) and 24 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 2025
38 of 38 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
- AQR Capital Management LLCexisting position · 1,836,122 shares now+1,497,636
- Invesco Ltdexisting position · 4,799,851 shares now+1,416,194
- Durable Capital Partners LPexisting position · 1,026,649 shares now+799,096
- Bridgewater Associates LPexisting position · 746,750 shares now+669,017
- Holocene Advisors LPexisting position · 1,343,333 shares now+664,885
Reductions
- Capital Research Global Investorsexisting position · 4,161,502 shares now-4,467,265
- Viking Global Investors LPexisting position · 1,858,037 shares now-3,091,355
- Capital World Investorsexisting position · 10,697,271 shares now-1,455,994
- D. E. Shaw & Co.existing position · 1,483,008 shares now-1,438,273
- Baillie Gifford & Coexisting position · 11,950,266 shares now-1,251,093
New positions and exits
New (2)
Exited (3)
- Dragoneer Investment Group LLCwas $179m
- Tybourne Capital Management HK Ltdwas $25m
- Schonfeld Strategic Advisors LLCwas $17m
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 →