Marsico Capital Management’s DoorDash DASH Stock Holding History

Marsico 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	$16.6M	Sell	90,155 -38,769	-30%	-$6.41M	0.43%	50
2026 Q1	$19.4M	Buy	128,924 +78,971	+158%	+$14.6M	0.57%	34
2025 Q4	$11.3M	Buy	49,953 +48,585	+3,552%	+$11.4M	0.32%	49
2025 Q3	$372K	Buy	1,368 +544	+66%	+$136K	0.01%	76
2025 Q2	$203K	Sell	824 -31,904	-97%	-$6.4M	0.01%	68
2025 Q1	$5.98M	Buy	+32,728	New	+$6.15M	0.21%	57
2024 Q2	–	Sell	-104,126	Closed	-$14.3M	–	65
2024 Q1	$14.3M	Buy	+104,126	New	+$12.3M	0.47%	29
2021 Q4	–	Sell	-24,705	Closed	-$5.09M	–	86
2021 Q3	$5.09M	Buy	+24,705	New	+$4.73M	0.16%	74

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

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

Marsico Capital Management reduced its DoorDash (DASH) stake by 30% in Q2 2026, selling an estimated $6.41M and leaving 90,155 shares worth $16.6M. The position accounts for 0.43% of the portfolio, ranked #50.

Marsico Capital Management first reported a position in DASH in Q3 2021 and has held it in 8 quarters since. The position peaked at $19.4M in Q1 2026. 1,038 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

Marsico Capital Management held 90,155 shares of DoorDash worth $16.6M as of Q2 2026.
Marsico Capital Management sold 38,769 DoorDash shares in Q2 2026, an estimated $6.41M.
DoorDash made up 0.43% of Marsico Capital Management's portfolio in Q2 2026, its #50 holding.
Marsico Capital Management first reported a position in DoorDash in Q3 2021 and has held it in 8 quarters since.
Marsico Capital Management's DoorDash position peaked at $19.4M in Q1 2026.
1,038 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

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