Dingdong (DDL)

• Market cap: $499M
• 1 day: -1.74%
• 5 days: -5.04%
• 1 month: 1.35%
• 3 months: 13.57%
• 6 months: -34.87%
• Year to date: -30.25%
• 1 year: 6.10%
• 5 years: -90.39%
• 10 years: -90.39%
• Sector: Consumer Staples
• Industry: Grocery Stores

About: Dingdong (Cayman) Ltd is the fastest growing on-demand e-commerce company in China. The company directly provides users and households with fresh produce, meat and seafood, and other daily necessities through a convenient shopping experience supported by an extensive self-operated frontline fulfillment grid. It recognizes revenues from product sales of fresh groceries and other daily necessities through Dingdong Fresh APP and mini-programs and membership services.

Employees: 3,015

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

590% more call options, than puts

Call options by funds: $931K | Put options by funds: $135K

9.35% more ownership

Funds ownership: 24.0% [Q1] → 33.35% (+9.35%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

5% less funds holding

Funds holding: 60 [Q1] → 57 (-3) [Q2]

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

30% less capital invested

Capital invested by funds: $193M [Q1] → $135M (-$58.6M) [Q2]