Long Walk Management’s DoorDash DASH Stock Holding History

Long Walk 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	$34.6M	Sell	187,500 -95,000	-34%	-$15.7M	7.85%	4
2026 Q1	$42.4M	Sell	282,500 -90,500	-24%	-$16.7M	12.35%	1
2025 Q4	$84.5M	Buy	373,000 +161,000	+76%	+$37.8M	18.79%	2
2025 Q3	$57.7M	Sell	212,000 -52,750	-20%	-$13.2M	11.65%	3
2025 Q2	$65.3M	Buy	264,750 +95,750	+57%	+$19.2M	16.52%	3
2025 Q1	$30.9M	Buy	169,000 +54,800	+48%	+$10.3M	10.01%	4
2024 Q4	$24.2M	Buy	114,200 +200	+0.2%	+$32.9K	8.66%	6
2024 Q3	$16.3M	Buy	+114,000	New	+$13.8M	6.73%	8

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

Long Walk Management's DASH Position: Q2 2026 in Review

Long Walk Management reduced its DoorDash (DASH) stake by 34% in Q2 2026, selling an estimated $15.7M and leaving 187,500 shares worth $34.6M. The position accounts for 7.85% of the portfolio, ranked #4.

Long Walk Management first reported a position in DASH in Q3 2024 and has held it in 8 quarters since. The position peaked at $84.5M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

Long Walk Management held 187,500 shares of DoorDash worth $34.6M as of Q2 2026.
Long Walk Management sold 95,000 DoorDash shares in Q2 2026, an estimated $15.7M.
DoorDash made up 7.85% of Long Walk Management's portfolio in Q2 2026, its #4 holding.
Long Walk Management first reported a position in DoorDash in Q3 2024 and has held it in 8 quarters since.
Long Walk Management's DoorDash position peaked at $84.5M in Q4 2025.
1,045 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

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