DoorDash
DASH
217 hedge funds and large institutions have $33.6B invested in DoorDash in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 41 closing their positions.
176% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 41
89% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 28
50% more funds holding
Funds holding: 145 → 217 (+72)
39% more funds holding in top 10
Funds holding in top 10: 18 → 25 (+7)
4.71% more ownership
Funds ownership: 83.68% → 88.39% (+4.7%)
1% less capital invested
Capital invested by funds: $33.9B → $33.6B (-$247M)
48% less call options, than puts
Call options by funds: $465M | Put options by funds: $887M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$821M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$748M |
| 3 |
Tiger Global Management
New York
|
+$705M |
| 4 |
DVF
Discovery Value Fund
Singapore
|
+$683M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$571M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CRV LLC
Palo Alto,
California
|
-$539M |
| 2 |
WT
Wellcome Trust
London,
United Kingdom
|
-$473M |
| 3 |
KDIA
KPCB DGF II Associates
Menlo Park,
California
|
-$406M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$403M |
| 5 |
DCP
Darsana Capital Partners
New York
|
-$193M |
DASH Hedge Fund Activity: Q1 2021 in Review
217 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in DoorDash (DASH) for Q1 2021, worth a combined $33.6B — down 0.73% from $33.9B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new DASH positions and 41 closed out — a net gain of 72 holders — while 53 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $821M. The largest seller was CRV LLC, cutting an estimated $539M.
- 217 institutional investors held DoorDash (DASH) as of Q1 2021, up from 145 in Q4 2020.
- Funds reported $33.6B of DoorDash stock for Q1 2021, down 0.73% quarter-over-quarter.
- 113 funds opened new DoorDash positions in Q1 2021 and 41 closed out, a net change of +72 holders.
- The largest DoorDash buyer in Q1 2021 was Morgan Stanley, an estimated $821M added.
- The largest DoorDash seller in Q1 2021 was CRV LLC, an estimated $539M sold.
Based on aggregated 13F filings for Q1 2021.