InvestorLens

DASH — DOORDASH INC

Consumer Discretionary · Internet Retail

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying DASH?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Strong accumulation · 6 buying vs 2 selling last quarter
78
Macro Tailwind
Macro conditions are a headwind for Consumer Discretionary
42
Congressional Activity
9 congressional purchases, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 8 tracked investors who changed their DASH position last quarter, 6 bought and 2 sold (75% buy-side). Macro conditions are a headwind for Consumer Discretionary (Macro Tailwind 42/100 in a Squeeze regime). 9 congressional purchases, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +6 tracked investors added or increased positions last quarter (Paul Tudor Jones, Philippe Laffont, Chase Coleman, …)
  • +11 tracked investors reported holding DASH at their latest filing
  • +9 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
  • −Current Squeeze regime has historically been a headwind for Consumer Discretionary (Macro Tailwind 42/100)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About DOORDASH INC (DASH)

DOORDASH INC (DASH) appears in the most recent 13F filings of 11 tracked institutional investors. DOORDASH INC is classified in the Consumer Discretionary sector (Internet Retail industry). The largest disclosed position is held by Philippe Laffont (Coatue Management), valued at $989M. Across recent filings, tracked investors recorded 14 new positions, 2 increased, 2 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in DASH

84
/100
Strong Institutional Accumulation
Added / Increased16
Reduced2
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track DASH

73
/100
Popular Trade
11investors

This stock has strong institutional presence.

UndiscoveredCrowded
151015+

DASH Ownership Composition

How DOORDASH INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
83% of tracked value
Institutions
11
tracked investors
Total Reported
$1.5B
combined 13F value
Sectors3
  • Other82.8%
  • Hedge Funds13.8%
  • Growth Funds3.5%
Other(8)
82.8%
Hedge Funds(2)
13.8%
Growth Funds(1)
3.5%

Tracked investors reporting DASH

  • Philippe LaffontMar 31, 2026
    Coatue Management
    Shares
    551.8K
    Value
    $82.9M
    % Portfolio
    0.29%
  • Steve MandelDec 31, 2025
    Lone Pine Capital
    Shares
    2.5M
    Value
    $573M
    % Portfolio
    4.21%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    1.2M
    Value
    $180.9M
    % Portfolio
    0.23%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    1.8M
    Value
    $269.1M
    % Portfolio
    0.11%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    1.8M
    Value
    $266.3M
    % Portfolio
    0.04%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    225.9K
    Value
    $33.9M
    % Portfolio
    0.06%
  • Cathie WoodMar 31, 2026
    ARK Investment Management
    Shares
    346.1K
    Value
    $52M
    % Portfolio
    0.40%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    170.2K
    Value
    $25.5M
    % Portfolio
    0.28%
  • Stanley DruckenmillerDec 31, 2025
    Duquesne Family Office
    Shares
    35.9K
    Value
    $8.1M
    % Portfolio
    0.18%
  • Chase ColemanMar 31, 2026
    Tiger Global Management
    Shares
    25.3K
    Value
    $3.8M
    % Portfolio
    0.02%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    27.1K
    Value
    $4.1M
    % Portfolio
    0.02%

Recent activity

Frequently asked questions

How many institutional investors hold DASH?
11 tracked institutional investors disclosed a position in DASH (DOORDASH INC) in their most recent 13F filing.
Who is the largest institutional holder of DASH?
Philippe Laffont, Coatue Management, holds the largest disclosed position in DASH, valued at $989M.
Did institutional ownership of DASH increase or decrease?
Across recent 13F filings, tracked investors recorded 14 new positions, 2 increased, 2 reduced, and 1 fully exited DASH.
What sector is DASH in?
DOORDASH INC is classified in the Consumer Discretionary GICS sector, Internet Retail industry.
Where does this DASH ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.