Kinetic Partners Management’s DoorDash DASH Stock Holding History

Kinetic Partners 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	$29.6M	Sell	197,312 -13,074	-6%	-$2.42M	1.66%	22
2025 Q4	$47.6M	Sell	210,386 -83,320	-28%	-$19.5M	2.31%	18
2025 Q3	$79.9M	Sell	293,706 -140,000	-32%	-$35.1M	3.87%	9
2025 Q2	$107M	Sell	433,706 -69,670	-14%	-$14M	5.85%	5
2025 Q1	$92M	Sell	503,376 -68,600	-12%	-$12.9M	6.6%	5
2024 Q4	$95.9M	Sell	571,976 -104,900	-15%	-$17.2M	6.32%	4
2024 Q3	$96.6M	Buy	676,876 +148,500	+28%	+$18M	6.71%	3
2024 Q2	$57.5M	Sell	528,376 -25,629	-5%	-$3.09M	4.18%	11
2024 Q1	$76.3M	Sell	554,005 -37,680	-6%	-$4.44M	5.32%	6
2023 Q4	$58.5M	Sell	591,685 -368,927	-38%	-$32.7M	4.99%	12
2023 Q3	$76.3M	Buy	960,612 +77,500	+9%	+$6.31M	7.54%	4
2023 Q2	$67.5M	Buy	883,112 +61,600	+7%	+$4.09M	6.84%	4
2023 Q1	$52.2M	Buy	821,512 +56,512	+7%	+$3.24M	7.17%	6
2022 Q4	$37.3M	Buy	+765,000	New	+$39.7M	6.53%	6

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

Kinetic Partners Management's DASH Position: Q1 2026 in Review

Kinetic Partners Management reduced its DoorDash (DASH) stake by 6.2% in Q1 2026, selling an estimated $2.42M and leaving 197,312 shares worth $29.6M. The position accounts for 1.66% of the portfolio, ranked #22.

Kinetic Partners Management first reported a position in DASH in Q4 2022 and has held it in 14 quarters since. The position peaked at $107M in Q2 2025. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

Kinetic Partners Management held 197,312 shares of DoorDash worth $29.6M as of Q1 2026.
Kinetic Partners Management sold 13,074 DoorDash shares in Q1 2026, an estimated $2.42M.
DoorDash made up 1.66% of Kinetic Partners Management's portfolio in Q1 2026, its #22 holding.
Kinetic Partners Management first reported a position in DoorDash in Q4 2022 and has held it in 14 quarters since.
Kinetic Partners Management's DoorDash position peaked at $107M in Q2 2025.
1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

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