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DDL in the 13F filings

Dingdong Cayman LTD · CUSIP 25445D101

Sector · Consumer discretionaryTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
Quarter end
30 Sep 2022
the date the book describes
Filed
14 Nov 2022
latest of these filings; the earliest 14 Nov 2022
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2022 and Q3 2022; 2 listed it in both
Shares listed
7,148,205
combined, among listed positions
Reported value
$25m
combined, at the quarter end

Managers listing DDL in Q3 2022

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2022, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Coatue Management LLC7,029,666$25m0.29%Held014 Nov 2022 (the filing on sec.gov)
Tiger Global Management LLC118,539$422kunder 0.1%Held014 Nov 2022 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2022 to Q3 2022, among managers that listed it in both quarters or opened it.

Increases

No increase among listed positions.

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q1 2023 to 2 in Q4 2024

Tracked managers listing it, at least.

01122Q2 2021Q4 2021Q2 2022Q4 2022Q2 2023Q4 2023Q2 2024Q4 2024
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DDL by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20212$48mn.a.n.a.
Q3 20212$186mn.a.n.a.
Q4 20212$131mn.a.n.a.
Q1 20222$68mn.a.n.a.
Q2 20222$40mn.a.n.a.
Q3 20222$25mn.a.n.a.
Q4 20221$506kn.a.n.a.
Q1 20231$458kn.a.n.a.
Q2 20231$366kn.a.n.a.
Q3 20231$231kn.a.n.a.
Q4 20231$178k00
Q1 20241$145k00
Q2 20241$236k00
Q3 20241$421k00
Q4 20242$9.1m10

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

DDL and GOOGL →DDL and AMZN →DDL and GOOG →Choose a stock to compare with DDL →

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 DDL, latest filings →Back to the 13F Explorer →