Investigate / reported ownership
DASH
Doordash Inc - A
5 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning DASH?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 7.5% | 17q | $767M | 4,154,183 |
| 2 | Thomas Russo | 2.5% | 9q | $219M | 1,186,104 |
| 3 | Triple Frond Partners | 4.9% | — 1q | $55M | 300,246 |
| 4 | Joel Greenblatt | <0.1% | 22q | $49M | 266,037 |
| 5 | Chase Coleman | <0.1% | 20q | $5M | 25,337 |
Go beyond ownership.
DoorDash earns merchant fees based on transaction size for marketplace services and offers advertising to merchants and consumer-goods companies. Consumers typically pay delivery and service fees; membership programs can reduce those transaction fees and offer other benefits.
Question to investigate: Can DoorDash keep balancing merchant, consumer and Dasher needs against intense competition while sustaining profitability?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Triple Frond Partners | NEW | 4.9% | New position | $55M | Aug 13, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 25809K105. No current price, valuation or manager motive is inferred.