Darsana Capital Partners’s DoorDash DASH Stock Holding History

Darsana Capital Partners’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
2023 Q3	–	Sell	-575,000	Closed	-$43.9M	–	11
2023 Q2	$43.9M	Sell	575,000 -675,000	-54%	-$44.8M	2.83%	8
2023 Q1	$79.5M	Sell	1,250,000 -1,250,000	-50%	-$71.7M	5.35%	8
2022 Q4	$122M	Hold	2,500,000	–	–	8.14%	7
2022 Q3	$124M	Hold	2,500,000	–	–	6.35%	7
2022 Q2	$160M	Buy	2,500,000 +1,250,000	+100%	+$99.3M	8.64%	7
2022 Q1	$146M	Buy	+1,250,000	New	+$135M	7.43%	7
2021 Q3	–	Sell	-1,850,000	Closed	-$330M	–	16
2021 Q2	$330M	Sell	1,850,000 -1,671,505	-47%	-$245M	9.38%	2
2021 Q1	$462M	Sell	3,521,505 -1,150,000	-25%	-$193M	12.9%	2
2020 Q4	$667M	Buy	+4,671,505	New	+$746M	18.82%	1

Other funds holding DASH

SUT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Darsana Capital Partners's DASH Position: Q3 2023 in Review

Darsana Capital Partners sold out of DoorDash (DASH) in Q3 2023, closing a stake of 575,000 shares — an estimated $43.9M sold.

Darsana Capital Partners first reported a position in DASH in Q4 2020 and held it in 9 quarters. The position peaked at $667M in Q4 2020. 489 funds tracked by Wall St. Rank hold DASH as of Q3 2023.

Darsana Capital Partners reported no remaining DoorDash position as of Q3 2023 after selling out during the quarter.
Darsana Capital Partners sold 575,000 DoorDash shares in Q3 2023, an estimated $43.9M.
Darsana Capital Partners first reported a position in DoorDash in Q4 2020 and held it in 9 quarters.
Darsana Capital Partners's DoorDash position peaked at $667M in Q4 2020.
489 funds tracked by Wall St. Rank held DoorDash as of Q3 2023.

Based on Darsana Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.