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?
4 published ideas on DoorDash, Inc. across 3 funds — 4 long and 0 short.
DoorDash hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on DoorDash: the full investment 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
LongDASHJun 2026
DoorDash, Inc.
DoorDash continues to gain share in local commerce across restaurants, grocery and retail delivery, with record membership additions. Investment in new verticals is currently…
LongDASHJun 2026
DoorDash, Inc.
DoorDash continues to gain share in local commerce across restaurants, grocery and retail delivery, with record membership additions. Investment in new verticals is currently…
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…