Alkeon Capital Management’s DoorDash DASH Stock Holding History

Alkeon Capital Management’s Portfolio DASH Stock Details DASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$172M	Sell	933,210 -250,000	-21%	-$41.3M	0.23%	66
2026 Q1	$178M	Buy	1,183,210 +4,800	+0.4%	+$887K	0.3%	57
2025 Q4	$267M	Buy	+1,178,410	New	+$276M	0.42%	48
2025 Q2	–	Sell	-260,000	Closed	-$52.1M	–	109
2025 Q1	$47.5M	Buy	+260,000	New	+$48.9M	0.1%	79
2022 Q3	–	Sell	-1,602,175	Closed	-$107M	–	139
2022 Q2	$103M	Sell	1,602,175 -25,925	-2%	-$2.06M	0.28%	74
2022 Q1	$191M	Sell	1,628,100 -389,027	-19%	-$42.1M	0.38%	60
2021 Q4	$300M	Buy	2,017,127 +165,825	+9%	+$31.4M	0.56%	48
2021 Q3	$381M	Sell	1,851,302 -255,898	-12%	-$48.9M	0.64%	30
2021 Q2	$376M	Buy	2,107,200 +980,000	+87%	+$144M	0.55%	36
2021 Q1	$148M	Buy	1,127,200 +676,189	+150%	+$113M	0.22%	85
2020 Q4	$64.4M	Buy	+451,011	New	+$72M	0.1%	109

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alkeon Capital Management's DASH Position: Q2 2026 in Review

Alkeon Capital Management reduced its DoorDash (DASH) stake by 21% in Q2 2026, selling an estimated $41.3M and leaving 933,210 shares worth $172M. The position accounts for 0.23% of the portfolio, ranked #66.

Alkeon Capital Management first reported a position in DASH in Q4 2020 and has held it in 11 quarters since. The position peaked at $381M in Q3 2021. 1,038 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

Alkeon Capital Management held 933,210 shares of DoorDash worth $172M as of Q2 2026.
Alkeon Capital Management sold 250,000 DoorDash shares in Q2 2026, an estimated $41.3M.
DoorDash made up 0.23% of Alkeon Capital Management's portfolio in Q2 2026, its #66 holding.
Alkeon Capital Management first reported a position in DoorDash in Q4 2020 and has held it in 11 quarters since.
Alkeon Capital Management's DoorDash position peaked at $381M in Q3 2021.
1,038 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.