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DASH
DOORDASH INC · Industrials
Consensus score 10/100 · #62 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-10.1%
21-day momentum
-7.2%
recent volume
—
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
2.5%
of their portfolios
Combined value
$279M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Triple Frond Partners Concentrated | 4.9% | $55M | NEW |
| Gardner Russo & Quinn Graham/global value | 2.5% | $219M | ADD |
| Tiger Global Management Concentrated | 0.0% | $5M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.