Form 13-F position report

DOORDASH INC CL A (DE)

Reported by Discovery Value Fund

DASH CUSIP 25809K105 Manager CIK 0001750451

Reported 3,439,050 shares, down 795,521 (18.8%) from the prior quarter.

Reported value -41.3%; share count -18.8% vs. the prior quarter.

Reduced
% of reported 13F value 18.83% This manager · Q4 2021
Shares 3,439,050 Quarter-end amount reported
Reported value $512,075,000 Fair value at quarter end
Consecutive quarters held 4 Through Q4 2021

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 872237000
2021-12-31 512075000
2022-03-31 357077000
2022-06-30 193777000
2022-09-30 153276000
2022-12-31 151323253
2023-03-31 104779677
2023-06-30 125979593
2023-09-30 131007567
2023-12-31 163021747
2024-03-31 211416176
2024-06-30 166989918
2024-09-30 153107327
2024-12-31 106673567
2025-03-31 30787607
2025-06-30 13982540
2025-09-30 15427817
2025-12-31 0

Quarterly position history

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

18 quarters
Quarterly reported position history for DOORDASH INC CL A (DE) held by Discovery Value Fund.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2025 Reduced 0 -56,722 (-100.0%) 0 $0 2026-02-12
Q3 2025 Unchanged 56,722 0 (0.0%) 27.54% $15,427,817 2025-11-13
Q2 2025 Reduced 56,722 -111,728 (-66.3%) 27.11% $13,982,540 2025-08-12
Q1 2025 Reduced 168,450 -467,458 (-73.5%) 43.66% $30,787,607 2025-05-13
Q4 2024 Reduced 635,908 -436,798 (-40.7%) 61.28% $106,673,567 2025-02-12
Q3 2024 Reduced 1,072,706 -462,410 (-30.1%) 78.7% $153,107,327 2024-11-14
Q2 2024 Unchanged 1,535,116 0 (0.0%) 84.88% $166,989,918 2024-08-13
Q1 2024 Reduced 1,535,116 -113,400 (-6.9%) 73.24% $211,416,176 2024-05-10
Q4 2023 Unchanged 1,648,516 0 (0.0%) 74.42% $163,021,747 2024-02-07
Q3 2023 Unchanged 1,648,516 0 (0.0%) 71.81% $131,007,567 2023-11-09
Q2 2023 Unchanged 1,648,516 0 (0.0%) 63.9% $125,979,593 2023-08-11
Q1 2023 Reduced 1,648,516 -1,451,100 (-46.8%) 52.78% $104,779,677 2023-05-12
Q4 2022 Unchanged 3,099,616 0 (0.0%) 43.83% $151,323,253 2023-02-10
Q3 2022 Added 3,099,616 +79,871 (2.6%) 38.45% $153,276,000 2022-11-10
Q2 2022 Reduced 3,019,745 -27,250 (-0.9%) 40.55% $193,777,000 2022-08-11
Q1 2022 Reduced 3,046,995 -392,055 (-11.4%) 26.33% $357,077,000 2022-05-10
Q4 2021 Reduced 3,439,050 -795,521 (-18.8%) 18.83% $512,075,000 2022-02-10
Q3 2021 Reduced 4,234,571 -116,969 (-2.7%) 25.59% $872,237,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

458 managers reported DOORDASH INC CL A (DE) for Q4 2021.

Managers reporting DOORDASH INC CL A (DE) in Q4 2021.
Manager Activity Shares Change % of reported 13F Reported value Tenure
SC US TTGP LTD Reduced 35,547,760 -3,853,716 26.36% $5,293,062,000 5 qtrs
SB INVESTMENT ADVISERS UK LTD Reduced 33,573,485 -10,000,000 14.57% $4,999,092,000 5 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 21,048,092 +1,735,292 0.28% $3,134,061,000 5 qtrs
MORGAN STANLEY Added 20,261,310 +6,853,101 0.37% $3,016,909,000 5 qtrs
TIGER GLOBAL MANAGEMENT LLC Added 11,643,634 +597,400 3.77% $1,733,737,000 5 qtrs
VANGUARD GROUP INC Added 10,830,252 +387,979 0.04% $1,612,624,000 5 qtrs
Galileo PTC Ltd Reduced 10,735,769 -2,275,991 22.24% $1,598,556,000 5 qtrs
Capital Research Global Investors Added 9,006,254 +4,074,501 0.3% $1,341,031,000 5 qtrs
LONE PINE CAPITAL LLC Added 8,252,069 +791,912 5.03% $1,228,733,000 5 qtrs
SANDS CAPITAL MANAGEMENT LLC Reduced 7,805,609 -360,831 2.16% $1,162,255,000 5 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2021
Filed
February 10, 2022
Filing type
13F-HR
Position type
CL A

Voting authority reported

Sole
512,075
Shared
0
None
0

“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.