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What smart money is saying about DoorDashUnited States flag

DASH · Communication Services · Internet Content & Information · Market cap $75.34B

3 funds in our archive have pitched DoorDash — most recently Artisan Partners Global Opportunities Strategy in June 2026.

Company profile

DoorDash, Inc. operates a comprehensive logistics platform globally and within the United States, linking merchants, consumers, and delivery personnel ('dashers'). Through its primary marketplaces, DoorDash and Wolt, the company provides essential services designed to help merchants overcome critical challenges, including customer acquisition, delivery logistics, data insights and analytics, merchandising support, payment processing, and customer assistance. Additionally, DoorDash offers subscription-based products like DashPass and Wolt+, alongside white-label delivery fulfillment services under DoorDash Drive and Wolt Drive. Its portfolio also includes DoorDash Storefront, which enables merchants to provide on-demand e-commerce access to their customers, and Bbot, a solution offering digital ordering and payment processing for both in-store and online channels. Founded in 2013 as Palo Alto Delivery Inc., the company officially adopted the name DoorDash, Inc. in 2015. It is headquartered in San Francisco, California.

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Summarize with Warren AI
4
Reported positions
1
Bought
0
Sold
7
Letters

Position history

Between Q1 2025 and Q2 2026, 4 fund letters reported a position in DoorDash1 opened or added to the position.

Fund letters reporting a position in DoorDash, by quarter
QuarterLettersBoughtSoldTheses
Q2 20264101
Q4 20250001
Q1 20250001

Fund activity · 4 positions · 1 move

  • HoldsArtisan Partners U.S. Mid‑Cap Growth Strategy
    June 2026
    While consumer discretionary opportunities are not as plentiful, in our view, our selective holdings in franchises such as Viking Holdings, DoorDash and Texas Roadhouse have been performing well.
    Read the letterDoorDash
  • HoldsMontaka Global (Montaka Global Fund
    June 2026

    Listed in Montaka Global (Montaka Global Fund’s reported holdings.

    Read the letterDoorDash
  • HoldsOptimist Fund
    June 2026

    Listed in Optimist Fund’s reported holdings.

    Read the letterDoorDash
  • AddedArtisan Partners Global Opportunities Fund
    June 2026
    We continue to believe the market underestimates the durability of DoorDash’s network and long-term monetization opportunity, and we increased the position following the recent pullback.
    Read the letterDoorDash

Fund coverage · 3 theses

  • Artisan Partners Global Opportunities Strategy
    June 2026

    DoorDash has durable fulfillment नेटवर्क advantages, strong demand, and a long growth runway from new verticals.

    Read the full thesis
  • Sands Capital Global Growth
    December 2025

    DoorDash is the leading U.S. delivery platform with strong growth and improving unit economics, reinvesting from a position of strength across multiple adjacencies.

    Read the full thesis
  • Artisan US Mid Cap Growth Strategy
    March 2025

    DoorDash is a technology-driven marketplace that leads the restaurant delivery sector while expanding into grocery delivery, aiming for profitability through its established Dasher network despite current losses in that area.

    Read the full thesis

Read every full thesis on DoorDash

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