← Top Holdings

DASHDOORDASH INC

CUSIP: 25809K105

6

Guru Owners

$1.10B

Total Value Held

7.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Henry Ellenbogen	Durable Capital Partners	4276006	$642.0M	6.61%	$150.15	Q1 2026
Dan Sundheim	D1 Capital Partners	1437500	$215.8M	1.92%	$150.15	Q1 2026
Tom Russo	Gardner Russo & Gardner	1001195	$150.3M	1.77%	$150.15	Q1 2026
Philippe Laffont	Coatue Management	551808	$82.9M	0.29%	$150.15	Q1 2026
Ray Dalio	Bridgewater Associates	27116	$4.1M	0.02%	$150.15	Q1 2026
Chase Coleman	Tiger Global Management	25337	$3.8M	0.02%	$150.15	Q1 2026

Henry Ellenbogen

$642.0M

6.61%

$215.8M

1.92%

$150.3M

1.77%

Philippe Laffont

$82.9M

0.29%

$4.1M

0.02%

$3.8M

0.02%

📊 Fundamentals

Market Cap$85.3B

P/E Ratio92.8x

Above market avg

Forward P/E25.1x

P/FCF37.1x

EPS (TTM)$2.11

Revenue (TTM)$14.7B

Profit Margin6.29%

Beta1.78

52-Week Range

$143.30

$285.50

Current: $195.72

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 92.8x trailing earnings → 25.1x forward · 6.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '266 owners · $1.10B

INCREASEDHenry Ellenbogen$642.0M

NEWDan Sundheim$215.8M

REDUCEDTom Russo$150.3M

INCREASEDPhilippe Laffont$82.9M

REDUCEDRay Dalio$4.1M

SOLDStephen Mandel

SOLDLee Ainslie

SOLDStanley Druckenmiller

Q4 '258 owners · $2.70B

INCREASEDPhilippe Laffont$988.7M

INCREASEDHenry Ellenbogen$810.5M

NEWStephen Mandel$573.0M

INCREASEDTom Russo$210.7M

REDUCEDLee Ainslie$81.3M

INCREASEDRay Dalio$16.9M

NEWStanley Druckenmiller$8.1M

Q3 '256 owners · $1.47B

INCREASEDPhilippe Laffont$667.7M

INCREASEDHenry Ellenbogen$454.7M

REDUCEDTom Russo$252.0M

REDUCEDRay Dalio$84.9M

INCREASEDLee Ainslie$1.6M

Q2 '256 owners · $1.22B

INCREASEDPhilippe Laffont$539.1M

INCREASEDTom Russo$238.3M

REDUCEDRay Dalio$177.0M

INCREASEDChase Coleman$6.2M

REDUCEDLee Ainslie$3.3M

SOLDAndreas Halvorsen

Q1 '257 owners · $1.58B

REDUCEDAndreas Halvorsen$339.6M

REDUCEDPhilippe Laffont$302.0M

REDUCEDHenry Ellenbogen$187.6M

INCREASEDTom Russo$145.1M

REDUCEDRay Dalio$136.5M

REDUCEDLee Ainslie$67.7M

Q4 '247 owners · $1.92B

INCREASEDAndreas Halvorsen$830.3M

INCREASEDPhilippe Laffont$434.8M

REDUCEDLee Ainslie$123.1M

REDUCEDTom Russo$112.4M

NEWHenry Ellenbogen$38.2M

INCREASEDRay Dalio$13.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

21%analyst est. 20.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

15.6%current: 15.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

DASH: Held by 6 superinvestors · 16 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-28

BUYGil CisnerosD

$1,001 - $15,0002026-01-20

BUYGil CisnerosD

$1,001 - $15,0002026-01-06

BUYGil CisnerosD

$1,001 - $15,0002025-12-19

BUYGil CisnerosD

$1,001 - $15,0002025-12-10

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

BUYGil CisnerosD

$1,001 - $15,0002025-11-17

$1,001 - $15,0002025-11-03

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

$1,001 - $15,0002025-04-23

SELLJosh GottheimerD

$1,001 - $15,0002025-04-09

BUYRob BresnahanR

$1,001 - $15,0002025-04-08

SELLByron DonaldsR

$1,001 - $15,0002025-03-20

BUYJosh GottheimerD

$1,001 - $15,0002025-03-13

$15,001 - $50,0002025-03-04

BUYByron DonaldsR

$1,001 - $15,0002025-02-13

DASH Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker