DoorDash, Inc.
MX ˙ BMV ˙ US25809K1051
SecurityMX:DASH / DoorDash, Inc.
InstitutionNZS Capital, LLC
Latest Disclosed Ownership238,051 shares
Latest Disclosed Value $ 35,743,358
NZS Capital, LLC reports 68.84% increase in ownership of DASH / DoorDash, Inc.

On May 15, 2026 - NZS Capital, LLC filed a 13F-HR form disclosing ownership of 238,051 shares of DoorDash, Inc. (MX:DASH) valued at $35,743,358 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 140,991 shares of DoorDash, Inc.. This represents a change in shares of 68.84% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F DOORDASH CL A 25809K105 238,051 97,060 68.84 35,743 11.94 1.1921
2026-02-12 2025-12-31 13F DOORDASH CL A 25809K105 140,991 32,436 29.88 31,932 8.15 0.9795
2025-11-12 2025-09-30 13F DOORDASH CL A 25809K105 108,555 17,402 19.09 29,526 31.40 0.9042
2025-08-13 2025-06-30 13F DOORDASH CL A 25809K105 91,153 -58,243 -38.99 22,470 -17.71 0.7637
2025-05-14 2025-03-31 13F DOORDASH CL A 25809K105 149,396 -33,964 -18.52 27,305 -11.23 1.2312
2025-02-14 2024-12-31 13F DOORDASH CL A 25809K105 183,360 -13,258 -6.74 30,759 9.60 1.3091
2024-11-14 2024-09-30 13F DOORDASH CL A 25809K105 196,618 26,615 15.66 28,063 51.76 1.0941
2024-08-14 2024-06-30 13F DOORDASH CL A 25809K105 170,003 3,181 1.91 18,493 -19.51 0.7584
2024-05-15 2024-03-31 13F DOORDASH CL A 25809K105 166,822 -24,483 -12.80 22,975 21.44 0.9534
2024-02-14 2023-12-31 13F DOORDASH CL A 25809K105 191,305 18,638 10.79 18,918 37.88 0.9966
2023-11-14 2023-09-30 13F DOORDASH CL A 25809K105 172,667 -1,641 -0.94 13,722 3.01 0.7389
2023-08-11 2023-06-30 13F DOORDASH CL A 25809K105 174,308 63,392 57.15 13,321 88.96 0.6664
2023-05-12 2023-03-31 13F DOORDASH CL A 25809K105 110,916 110,916 7,050 0.3734
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.