
What smart money is saying about DoorDash
3 funds in our archive have pitched DoorDash — most recently Artisan Partners Global Opportunities Strategy in June 2026.
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.
Get an email when a fund writes about it
Position history
Between Q1 2025 and Q2 2026, 4 fund letters reported a position in DoorDash — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 1 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 1 move
- HoldsArtisan Partners U.S. Mid‑Cap Growth StrategyJune 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 FundJune 2026
Listed in Montaka Global (Montaka Global Fund’s reported holdings.
Read the letterDoorDash - HoldsOptimist FundJune 2026
Listed in Optimist Fund’s reported holdings.
Read the letterDoorDash - AddedArtisan Partners Global Opportunities FundJune 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 StrategyJune 2026
DoorDash has durable fulfillment नेटवर्क advantages, strong demand, and a long growth runway from new verticals.
Read the full thesis - Sands Capital Global GrowthDecember 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 StrategyMarch 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
Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→