Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
DoorDash operates a local commerce platform for restaurant, grocery, retail, and convenience delivery.
Neutral synthesis
Why this name is here
7 tracked funds report DASH in their latest available 13F, representing $5.0B of combined reported value on this page.
Counter-evidence
4 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| Sequoia Capital largest tracked holder Q1 2026 · filed May 14, 2026 · SEC filing | −0% | reported share count decreased | $4,744,001,863 | 51.31% |
|
Andreessen Horowitz (a16z)
position history
Q3 2023
· filed Nov 14, 2023
· SEC filing 1 SEC filing 2 SEC filing 3 |
— | reported weight at least 5% | $116,133,485 | 17.26% |
| Coatue Management position history Q1 2026 · filed May 15, 2026 · SEC filing | −87% | reported share count decreased | $82,853,971 | 0.29% |
| ARK Investment Management position history Q1 2026 · filed May 12, 2026 · SEC filing | +13% | reported share count increased | $51,973,972 | 0.4% |
| Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing | NEW | new reported position | $30,780,750 | 0.17% |
| Tiger Global Management position history Q1 2026 · filed May 15, 2026 · SEC filing | — | latest reported holder | $3,804,351 | 0.02% |
| Deepwater Asset Management position history Q2 2026 · filed Aug 6, 2026 · SEC filing | NEW | new reported position | $1,665,383 | 0.76% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
