NZS Capital’s DoorDash DASH Stock Holding History

NZS Capital’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	$67.2M	Buy	364,078 +126,027	+53%	+$20.8M	1.74%	22
2026 Q1	$35.7M	Buy	238,051 +97,060	+69%	+$17.9M	1.19%	34
2025 Q4	$31.9M	Buy	140,991 +32,436	+30%	+$7.61M	0.98%	42
2025 Q3	$29.5M	Buy	108,555 +17,402	+19%	+$4.36M	0.9%	42
2025 Q2	$22.5M	Sell	91,153 -58,243	-39%	-$11.7M	0.76%	46
2025 Q1	$27.3M	Sell	149,396 -33,964	-19%	-$6.39M	1.23%	33
2024 Q4	$30.8M	Sell	183,360 -13,258	-7%	-$2.18M	1.31%	29
2024 Q3	$28.1M	Buy	196,618 +26,615	+16%	+$3.23M	1.09%	35
2024 Q2	$18.5M	Buy	170,003 +3,181	+2%	+$383K	0.76%	44
2024 Q1	$23M	Sell	166,822 -24,483	-13%	-$2.88M	0.95%	37
2023 Q4	$18.9M	Buy	191,305 +18,638	+11%	+$1.65M	1%	37
2023 Q3	$13.7M	Sell	172,667 -1,641	-0.9%	-$134K	0.74%	42
2023 Q2	$13.3M	Buy	174,308 +63,392	+57%	+$4.21M	0.67%	43
2023 Q1	$7.05M	Buy	+110,916	New	+$6.36M	0.37%	53

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 $3.38T AUM 44.17% 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

NZS Capital's DASH Position: Q2 2026 in Review

NZS Capital increased its DoorDash (DASH) stake by 53% in Q2 2026, buying an estimated $20.8M and bringing the position to 364,078 shares worth $67.2M. The position accounts for 1.74% of the portfolio, ranked #22.

NZS Capital first reported a position in DASH in Q1 2023 and has held it in 14 quarters since. 1,047 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

NZS Capital held 364,078 shares of DoorDash worth $67.2M as of Q2 2026.
NZS Capital bought 126,027 DoorDash shares in Q2 2026, an estimated $20.8M.
DoorDash made up 1.74% of NZS Capital's portfolio in Q2 2026, its #22 holding.
NZS Capital first reported a position in DoorDash in Q1 2023 and has held it in 14 quarters since.
1,047 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on NZS Capital's 13F filing for Q2 2026, filed 14 Aug 2026.