Spyglass Capital Management’s DoorDash DASH Stock Holding History

Spyglass 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 Q1	$44.8M	Buy	298,176 +27,606	+10%	+$5.1M	3.17%	20
2025 Q4	$61.3M	Buy	270,570 +108,868	+67%	+$25.5M	3.07%	20
2025 Q3	$44M	Sell	161,702 -73,909	-31%	-$18.5M	2.35%	20
2025 Q2	$58.1M	Sell	235,611 -9,501	-4%	-$1.91M	3.43%	16
2025 Q1	$44.8M	Sell	245,112 -301,127	-55%	-$56.6M	3.08%	19
2024 Q4	$91.6M	Sell	546,239 -6,955	-1%	-$1.14M	5.15%	4
2024 Q3	$79M	Sell	553,194 -8,514	-2%	-$1.03M	5.18%	5
2024 Q2	$61.1M	Buy	561,708 +112,764	+25%	+$13.6M	4.47%	9
2024 Q1	$61.8M	Sell	448,944 -220,450	-33%	-$26M	4.12%	11
2023 Q4	$66.2M	Buy	669,394 +110,041	+20%	+$9.75M	4.76%	4
2023 Q3	$44.5M	Buy	+559,353	New	+$45.5M	3.48%	16

Other funds holding DASH

SUT

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Spyglass Capital Management's DASH Position: Q1 2026 in Review

Spyglass Capital Management increased its DoorDash (DASH) stake by 10% in Q1 2026, buying an estimated $5.1M and bringing the position to 298,176 shares worth $44.8M. The position accounts for 3.17% of the portfolio, ranked #20.

Spyglass Capital Management first reported a position in DASH in Q3 2023 and has held it in 11 quarters since. The position peaked at $91.6M in Q4 2024. 1,013 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

Spyglass Capital Management held 298,176 shares of DoorDash worth $44.8M as of Q1 2026.
Spyglass Capital Management bought 27,606 DoorDash shares in Q1 2026, an estimated $5.1M.
DoorDash made up 3.17% of Spyglass Capital Management's portfolio in Q1 2026, its #20 holding.
Spyglass Capital Management first reported a position in DoorDash in Q3 2023 and has held it in 11 quarters since.
Spyglass Capital Management's DoorDash position peaked at $91.6M in Q4 2024.
1,013 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

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