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DASH

Doordash Inc

3 managers · $2.5B total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrs
3
2025Q2 – 2026Q2 · flat QoQ
Total position
$2.5B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordTrim-5.98%$1.3B1.14%Long-term growth / Global allocation
DurableTrim-2.85%$767M7.46%Growth / Long-term
SandsTrim-41.22%$429M1.59%High-conviction growth / Innovation-led
What managers say
2026-08-12Baillie Gifford US Growth TrustBullBaillie Gifford US Growth Investment Trust Factsheet - July 2026Detail →
2026-07-13Baillie Gifford Cautious Managed FundBullBaillie Gifford Cautious Managed Fund FactsheetDetail →
2026-07-13Baillie Gifford Managed FundNeutralBaillie Gifford Managed Fund FactsheetDetail →
2026-07-09Baillie Gifford US Growth TrustBullBaillie Gifford US Growth Investment Trust Factsheet - June 2026Detail →
2026-07-09Baillie Gifford American FundBullBaillie Gifford American Fund FactsheetDetail →
2026-07-01Baillie Gifford US Growth TrustBullBaillie Gifford US Growth Trust Valuation - 31 May 2026Detail →
2026-07-01The Monks Investment Trust (Baillie Gifford)BullMonks Valuation - 31 May 2026Detail →
2026-06-22Scottish Mortgage (Baillie Gifford)NeutralGopuff: Online Shopping’s Express AisleDetail →
Earnings Calls
Q2 2026August 12, 2026
Above expectations, driven by improved unit economics across business segments, higher DashPass penetration, and effective international integration.
DashPass paid subscriber growth hit a two-year high, with new user additions surpassing the total of the past two years combined; new verticals are expected to turn gross margin positive in the second half.
Launched AI assistant DoorDash Ask and DashMart fulfillment services, with fulfillment error rates improving 10x; international business is accelerating, with Deliveroo order growth hitting a record high, and the single technology stack is expected to deliver results early next year.
Management maintained the Q3 guidance range, expecting continued unit economics improvement; new verticals remain as planned to turn gross margin positive in the second half.
Management is optimistic about AI applications and progress on the DoorDash Dot autonomous driving initiative, emphasizing that growth and profitability can coexist, with the overall signal positive.
Q1 2026May 6, 2026
Q4 2026February 18, 2026
FinancialsFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 29% · latest net margin 6.8% · FCF consistently positive

Revenue$13.7B
Rev. YoY+27.9%
Gross margin
Net margin6.8%
Net income$0.94B
Free cash flow$2.17B
Operating cash flow$2.43B
ROE9.3%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.