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DoorDash

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 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 40

113% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 62

60% more funds holding in top 10

Funds holding in top 10: 2540 (+15)

35% more capital invested

Capital invested by funds: $33.6B → $45.3B (+$11.6B)

32% more funds holding

Funds holding: 217287 (+70)

9% more call options, than puts

Call options by funds: $888M | Put options by funds: $818M

1.89% less ownership

Funds ownership: 88.39%86.5% (-1.9%)

Holders
287
Holders Change
+70
Holders Change %
+32.26%
% of All Funds
5%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.7%
New
132
Increased
92
Reduced
40
Closed
62
Calls
$888M
Puts
$818M
Net Calls
+$69.7M
Net Calls Change
+$492M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$9.8B -$1.17B -8,000,000 -13%
SUT
2
SC US (TTGP)
California
$7.03B -$1.85B -12,625,793 -24%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.5B +$651M +4,442,806 +46%
GP
4
Galileo PTC
British Virgin Islands
$2.32B
Morgan Stanley
5
Morgan Stanley
New York
$2.17B +$186M +1,269,171 +12%
Tiger Global Management
6
Tiger Global Management
New York
$1.95B +$749M +5,107,166 +88%
Coatue Management
7
Coatue Management
New York
$1.72B +$58.8M +401,135 +4%
LPC
8
Lone Pine Capital
Connecticut
$1.33B +$108M +736,606 +11%
WT
9
Wellcome Trust
United Kingdom
$1.3B -$408M -2,781,410 -28%
Sands Capital Management
10
Sands Capital Management
Virginia
$1.17B +$310M +2,116,415 +48%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$921M +$28.8M +196,369 +4%
Capital Research Global Investors
12
Capital Research Global Investors
California
$880M +$292M +1,988,478 +68%
Vanguard Group
13
Vanguard Group
Pennsylvania
$864M +$471M +3,211,970 +197%
Temasek Holdings
14
Temasek Holdings
Singapore
$858M -$34.5M -235,135 -5%
DVF
15
Discovery Value Fund
Singapore
$776M +$40.2M +274,149 +7%
SM
16
SCGE Management
California
$764M
VS
17
VK Services
California
$695M -$474M -3,235,949 -40%
DCP
18
Durable Capital Partners
Maryland
$567M
WRCM
19
Whale Rock Capital Management
Massachusetts
$491M +$330M +2,252,833 +448%
BlackRock
20
BlackRock
New York
$466M +$276M +1,879,859 +257%
DIG
21
Dragoneer Investment Group
California
$461M -$163M -1,113,109 -30%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$412M +$83.7M +570,690 +33%
Alkeon Capital Management
23
Alkeon Capital Management
New York
$376M +$144M +980,000 +87%
DCP
24
Darsana Capital Partners
New York
$330M -$245M -1,671,505 -47%
MCM
25
Melvin Capital Management
New York
$330M +$271M +1,850,000 New

DASH Hedge Fund Activity: Q2 2021 in Review

287 of the 5,745 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 62 closed out — a net gain of 70 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 217 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 62 closed out, a net change of +70 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.