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
71
Institutional Conviction
Mixed · 5 buying vs 2 selling last quarter
54
Macro Tailwind
Macro conditions are mixed for this sector
53
Congressional Activity
9 congressional purchases, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 7 tracked investors who changed their DASH position last quarter, 5 bought and 2 sold (71% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 53/100 in a Overheat regime). 9 congressional purchases, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (Howard Marks, George Soros, Cathie Wood, …)
  • +6 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 (2 reduced, 0 sold out)
  • −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 9/18/2026.

About DOORDASH INC (DASH)

DOORDASH INC (DASH) appears in the most recent 13F filings of 6 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 12 new positions, 24 increased, 23 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in DASH

56
/100
Mixed Activity
Added / Increased36
Reduced23
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track DASH

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

DASH Ownership Composition

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

Dominant Type
Multi-Strategy / Quant
66% of tracked value
Institutions
6
tracked investors
Total Reported
$785.5M
combined 13F value
Types3
  • Multi-Strategy / Quant66.2%
  • Growth & Innovation21.3%
  • Macro12.5%
Multi-Strategy / Quant(2)
66.2%
Growth & Innovation(2)
21.3%
Macro(2)
12.5%

Tracked investors currently reporting DASH

5 tracked investors have since exited this position — listed separately below.

  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    524.8K
    Value
    $96.8M
    % Portfolio
    0.20%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2M
    Value
    $364.2M
    % Portfolio
    0.04%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    845.4K
    Value
    $156M
    % Portfolio
    0.06%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    53M
    Value
    $52.3M
    % Portfolio
    0.07%
  • Cathie WoodJun 30, 2026
    ARK Investment Management
    Shares
    380.1K
    Value
    $70.1M
    % Portfolio
    0.46%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    249.9K
    Value
    $46.1M
    % Portfolio
    0.57%

Previously held DASH

These investors reported DASH in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Andreas HalvorsenViking Global Investors1.9M$339.6MMar 31, 2025
Steve MandelLone Pine Capital2.5M$573MDec 31, 2025
Chase ColemanTiger Global Management2.2M$401.4MMar 31, 2025
Steve CohenPoint72 Asset Management1.2M$180.9MMar 31, 2026
Ray DalioBridgewater Associates718.1K$177MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold DASH?
6 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 12 new positions, 24 increased, 23 reduced, and 5 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.