DASH
Doordash Inc - A
5 super-investors hold DASH worth a combined $860M. The largest position: Henry Ellenbogen at 6.6% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Cohort Conviction Score: 25 — ranked #555 of 724 scored stocks. Conviction easing: 2 fewer super-investors hold it than in 2025Q4.
Why super-investors own DASH
The exit of Stanley Druckenmiller and Stephen Mandel this quarter reduced the cohort to three meaningful holders, reversing a build that had taken ownership from two to five over the prior year. The position is now heavily concentrated in Henry Ellenbogen, whose $642M stake represents 6.6% of his portfolio and accounts for roughly three-quarters of the cohort's combined $860M exposure — making this effectively an Ellenbogen conviction call rather than a broad super-investor consensus. Thomas Russo holds a secondary position at 1.8% of portfolio; Joel Greenblatt and Chase Coleman carry negligible weights. No one added this quarter. The trend line — two exits, zero additions — suggests fading rather than building interest across the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 6.6% | 16q | $642M | 4,276,006 |
| 2 | Thomas Russo | 1.8% | 8q | $150M | 1,001,195 |
| 3 | Joel Greenblatt | <0.1% | 21q | $64M | 423,981 |
| 4 | Chase Coleman | <0.1% | 19q | $4M | 25,337 |
| 5 | First Eagle Investment Management | 0.0% | 2q | $3K | 17 |
Owners of DASH also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | EXIT | 0.2% | -100% | $0 | May 15, 2026 |
| Stephen Mandel | EXIT | 4.2% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 25809K105. Not investment advice.