Form 13-F position report

DOORDASH INC CL A (DE)

Reported by SANDS CAPITAL MANAGEMENT LLC

DASH CUSIP 25809K105 Manager CIK 0001020066

Reported 6,826,736 shares, down 350,131 (4.9%) from the prior quarter.

Reported value 32.5%; share count -4.9% vs. the prior quarter.

Reduced
% of reported 13F value 2.63% This manager · Q1 2024
Shares 6,826,736 Quarter-end amount reported
Reported value $940,178,082 Fair value at quarter end
Consecutive quarters held 14 Through Q1 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 1682123000
2021-12-31 1162255000
2022-03-31 1066634000
2022-06-30 585022000
2022-09-30 422416000
2022-12-31 464137000
2023-03-31 569227788
2023-06-30 661093983
2023-09-30 668914646
2023-12-31 709720378
2024-03-31 940178082
2024-06-30 693291599
2024-09-30 852646611
2024-12-31 988377967
2025-03-31 1006518228
2025-06-30 1181320538
2025-09-30 1094294919
2025-12-31 1018391553
2026-03-31 594152559
2026-06-30 429178951

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for DOORDASH INC CL A (DE) held by SANDS CAPITAL MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 2,325,795 -1,631,265 (-41.2%) 1.59% $429,178,951 2026-08-13
Q1 2026 Reduced 3,957,060 -539,547 (-12.0%) 2.33% $594,152,559 2026-05-08
Q4 2025 Added 4,496,607 +473,316 (11.8%) 3.1% $1,018,391,553 2026-02-13
Q3 2025 Reduced 4,023,291 -768,890 (-16.0%) 3.02% $1,094,294,919 2025-11-13
Q2 2025 Reduced 4,792,181 -714,840 (-13.0%) 3.39% $1,181,320,538 2025-08-13
Q1 2025 Reduced 5,507,021 -384,949 (-6.5%) 3.42% $1,006,518,228 2025-05-14
Q4 2024 Reduced 5,891,970 -81,873 (-1.4%) 2.92% $988,377,967 2025-02-13
Q3 2024 Reduced 5,973,843 -399,494 (-6.3%) 2.59% $852,646,611 2024-11-13
Q2 2024 Reduced 6,373,337 -453,399 (-6.6%) 2.04% $693,291,599 2024-08-13
Q1 2024 Reduced 6,826,736 -350,131 (-4.9%) 2.63% $940,178,082 2024-05-14
Q4 2023 Reduced 7,176,867 -1,240,330 (-14.7%) 2.16% $709,720,378 2024-02-13
Q3 2023 Reduced 8,417,197 -233,601 (-2.7%) 2.28% $668,914,646 2023-11-14
Q2 2023 Reduced 8,650,798 -304,957 (-3.4%) 2.05% $661,093,983 2023-08-15
Q1 2023 Reduced 8,955,755 -551,350 (-5.8%) 1.88% $569,227,788 2023-05-12
Q4 2022 Added 9,507,105 +964,814 (11.3%) 1.75% $464,137,000 2023-02-13
Q3 2022 Reduced 8,542,291 -574,468 (-6.3%) 1.59% $422,416,000 2022-11-09
Q2 2022 Added 9,116,759 +15,006 (0.2%) 2.03% $585,022,000 2022-08-12
Q1 2022 Added 9,101,753 +1,296,144 (16.6%) 2.45% $1,066,634,000 2022-05-13
Q4 2021 Reduced 7,805,609 -360,831 (-4.4%) 2.16% $1,162,255,000 2022-02-11
Q3 2021 Added 8,166,440 +1,626,033 (24.9%) 2.81% $1,682,123,000 2021-11-03
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

713 managers reported DOORDASH INC CL A (DE) for Q1 2024.

Managers reporting DOORDASH INC CL A (DE) in Q1 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
SC US TTGP LTD Reduced 31,656,849 -42,872 32.22% $4,359,781,244 14 qtrs
VANGUARD GROUP INC Reduced 26,931,623 -2,371,873 0.07% $3,709,023,120 14 qtrs
MORGAN STANLEY Reduced 26,295,159 -902,468 0.29% $3,621,369,435 14 qtrs
BlackRock Inc Added 16,994,644 +200,760 0.05% $2,340,502,434 14 qtrs
Capital Research Global Investors Reduced 14,987,796 -2,829,826 0.47% $2,064,119,224 14 qtrs
JPMorgan Chase & Co Added 12,868,757 +3,367,386 0.15% $1,772,285,235 14 qtrs
BAILLIE GIFFORD & CO Reduced 12,403,247 -372,375 1.33% $1,708,175,176 14 qtrs
Capital World Investors Added 9,470,247 +74,504 0.22% $1,304,242,417 7 qtrs
Newlands Management Operations LLC Unchanged 7,050,680 0 7.83% $971,019,650 6 qtrs
SANDS CAPITAL MANAGEMENT LLC This report Reduced 6,826,736 -350,131 2.63% $940,178,082 14 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
May 14, 2024
Filing type
13F-HR
Position type
CL A

Voting authority reported

Sole
4,810,478
Shared
0
None
2,016,258

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.