LongDASHAug 2026
DoorDash, Inc.
DoorDash operates a technology-driven local commerce marketplace and recently delivered results ahead of expectations. Orders grew 27%, with strength in both the core restaurant…
DASH
Which hedge funds are long DASH?
3 published ideas on DoorDash, Inc. across 2 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on DoorDash, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongDASHAug 2026
DoorDash, Inc.
DoorDash operates a technology-driven local commerce marketplace and recently delivered results ahead of expectations. Orders grew 27%, with strength in both the core restaurant…
LongDASHSep 2026
DoorDash
Khrom initiated DoorDash after the shares had fallen roughly 45% from their October 2025 high, believing the market was underestimating the durability of its competitive…