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 Q1	$240M	Buy	1,600,000 +100,000	+7%	+$18.5M	0.4%	50
2025 Q4	$340M	Sell	1,500,000 -3,600,000	-71%	-$844M	0.54%	41
2025 Q3	$1.39B	Buy	5,100,000 +1,050,000	+26%	+$263M	2.04%	9
2025 Q2	$998M	Hold	4,050,000	–	–	1.66%	11
2025 Q1	$740M	Buy	4,050,000 +1,050,000	+35%	+$197M	1.54%	11
2024 Q4	$503M	Sell	3,000,000 -720,000	-19%	-$118M	1.02%	15
2024 Q3	$531M	Buy	3,720,000 +1,220,000	+49%	+$148M	0.91%	16
2024 Q2	$272M	Sell	2,500,000 -1,800,000	-42%	-$217M	0.45%	35
2024 Q1	$592M	Buy	4,300,000 +300,000	+8%	+$35.3M	1.02%	15
2023 Q4	$396M	Sell	4,000,000 -500,000	-11%	-$44.3M	0.88%	18
2023 Q3	$358M	Buy	4,500,000 +1,305,200	+41%	+$106M	0.64%	22
2023 Q2	$244M	Sell	3,194,800 -300,000	-9%	-$19.9M	0.43%	36
2023 Q1	$222M	Hold	3,494,800	–	–	0.49%	35
2022 Q4	$171M	Buy	3,494,800 +994,800	+40%	+$51.7M	0.66%	48
2022 Q3	$124M	Buy	+2,500,000	New	+$167M	0.4%	58

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alkeon Capital Management's DASH Position: Q1 2026 in Review

Alkeon Capital Management increased its DoorDash (DASH) stake by 0.41% in Q1 2026, buying an estimated $887K and bringing the position to 1,183,210 shares worth $178M. The position accounts for 0.3% of the portfolio, ranked #57.

Alkeon Capital Management first reported a position in DASH in Q4 2020 and has held it in 10 quarters since. The position peaked at $381M in Q3 2021. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

Alkeon Capital Management held 1,183,210 shares of DoorDash worth $178M as of Q1 2026.
Alkeon Capital Management bought 4,800 DoorDash shares in Q1 2026, an estimated $887K.
DoorDash made up 0.3% of Alkeon Capital Management's portfolio in Q1 2026, its #57 holding.
Alkeon Capital Management first reported a position in DoorDash in Q4 2020 and has held it in 10 quarters since.
Alkeon Capital Management's DoorDash position peaked at $381M in Q3 2021.
1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.