DoorDash
DASH
287 hedge funds and large institutions have $45.3B invested in DoorDash in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 92 increasing their positions, 40 reducing their positions, and 63 closing their positions.
130% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 40
110% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 63
60% more funds holding in top 10
Funds holding in top 10: 25 → 40 (+15)
35% more capital invested
Capital invested by funds: $33.6B → $45.3B (+$11.7B)
32% more funds holding
Funds holding: 218 → 287 (+69)
11% more call options, than puts
Call options by funds: $933M | Put options by funds: $838M
1.89% less ownership
Funds ownership: 88.4% → 86.5% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
+$749M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$651M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$471M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$330M |
| 5 |
Sands Capital Management
Arlington,
Virginia
|
+$310M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SUT
SC US (TTGP)
Menlo Park,
California
|
-$1.85B |
| 2 |
SIAU
SB Investment Advisers (UK)
London,
United Kingdom
|
-$1.17B |
| 3 |
CL
CRV LLC
Palo Alto,
California
|
-$633M |
| 4 |
KDIA
KPCB DGF II Associates
Menlo Park,
California
|
-$509M |
| 5 |
VS
VK Services
Menlo Park,
California
|
-$474M |
DASH Hedge Fund Activity: Q2 2021 in Review
287 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in DoorDash (DASH) for Q2 2021, worth a combined $45.3B — up 35% from $33.6B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new DASH positions and 63 closed out — a net gain of 69 holders — while 92 added to existing stakes and 40 trimmed.
The largest buyer was Tiger Global Management, adding an estimated $749M. The largest seller was SC US (TTGP), cutting an estimated $1.85B.
- 287 institutional investors held DoorDash (DASH) as of Q2 2021, up from 218 in Q1 2021.
- Funds reported $45.3B of DoorDash stock for Q2 2021, up 35% quarter-over-quarter.
- 132 funds opened new DoorDash positions in Q2 2021 and 63 closed out, a net change of +69 holders.
- The largest DoorDash buyer in Q2 2021 was Tiger Global Management, an estimated $749M added.
- The largest DoorDash seller in Q2 2021 was SC US (TTGP), an estimated $1.85B sold.
Based on aggregated 13F filings for Q2 2021.