Follow-The-Filings

Security

Doordash Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

25 owners 1 new 3 exits max 6.6% (Henry Ellenbogen - Durabl...)

owners 25
rank #82
master % 0.07%
max % 6.6%
tracked value $13.3B
qoq N 1 A 13 R 7 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Henry Ellenbogen - Durable Capital Partners LP 2026 Q1 6.6% Add -1.06 pp 4,276,006 $642M hist
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 1.9% New 1.9% 1,437,500 $216M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 1.8% Add -0.51 pp 1,001,195 $150M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.4% Add -0.06 pp 346,147 $52M hist
Renaissance Technologies LLC 2026 Q1 0.3% Add -0.13 pp 1,426,355 $214M hist
Philippe Laffont - Coatue Management LLC 2026 Q1 0.3% Reduce -2.19 pp 551,808 $83M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.3% Add -0.09 pp 170,160 $26M hist
Davidson Kempner Capital Management LP 2026 Q1 0.3% Add -0.08 pp 137,796 $21M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Reduce -0.08 pp 1,184,839 $178M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.2% Reduce -0.44 pp 1,213,113 $182M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.03 pp 43,426,479 $9.8B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.12 pp 4,828,902 $1.1B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.05 pp 1,073,961 $161M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.08 pp 1,460,904 $219M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.05 pp 241,016 $36M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.06 pp 286,194 $43M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.01 pp 47,984 $7M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.04 pp 27,116 $4M hist
Chase Coleman - Tiger Global Management LLC 2026 Q1 0.0% 25,337 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 423,981 $64M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% Reduce -0.01 pp 100 $18M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.03 pp 70,901 $11M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 1,607 $364 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 354 $53 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% 17 $3 hist
Stephen Mandel - Lone Pine Capital LLC exited 2026 Q1 last 2025 Q4 4.2% Exit -4.21 pp 2,529,879 $573M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.9% Exit -0.87 pp 359,125 $81M hist
Stanley Druckenmiller - Duquesne Family Office LLC exited 2026 Q1 last 2025 Q4 0.2% Exit -0.18 pp 35,900 $8M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 Period Jul 8, 2026
4 Period Jul 2, 2026
4 Period Jul 1, 2026
4 Period Jun 26, 2026
4 Period Jun 24, 2026
4 Period Jun 22, 2026
8-K 5.07,8.01
4 Period Jun 10, 2026
4 Period Jun 10, 2026
4 Period Jun 10, 2026
4 Period Jun 10, 2026
4 Period Jun 10, 2026
4 Period Jun 10, 2026
4 Period Jun 10, 2026
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 Period Feb 23, 2026
4 Period Jun 2, 2026
4 Period May 26, 2026
4 Period May 26, 2026
4 Period May 22, 2026
4 Period May 22, 2026
4 Period May 20, 2026
4 Period May 20, 2026
4 Period May 20, 2026
4 Period May 20, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.64B $10.72B $13.72B
Gross profit
Gross margin
Net income -$558M $123M $935M
Net margin * -6.5% 1.1% 6.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.6B $7.39B $8.64B
Total non-current assets * $5.24B $5.46B $11.02B
Total assets $10.84B $12.84B $19.66B
Total current liabilities $3.41B $4.44B $6.15B
Total non-current liabilities * $616M $597M $3.47B
Total equity $6.81B $7.8B $10.03B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.67B $2.13B $2.43B
Cash from investing -$342M -$444M -$4.39B
Cash from financing -$752M -$204M $2.36B
Net change in cash $584M $1.45B $460M

ownership over time

filing count by report period · click a bar for that quarter’s holders