Lee Ainslie's DASH Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 5,700 shares of DoorDash, Inc. (DASH) worth $1.55 M, representing 0.02% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in DASH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 955,244 shares. Largest reduction occurred in Q1 2025, reducing 363,024 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's DoorDash (DASH) Holding Value Over Time
Track share changes against reported price movement
Quarterly DoorDash (DASH) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +135,655 | New Buy | 135,655 | $130.22 |
| Q1 2021 | -54,262 | Reduce 40.00% | 81,393 | $126.18 |
| Q2 2021 | -81,393 | Sold Out | 81,393 | $0.00 |
| Q1 2023 | +7,976 | New Buy | 7,976 | $63.56 |
| Q2 2023 | +955,244 | Add 11976.48% | 963,220 | $76.42 |
| Q3 2023 | -19,203 | Reduce 1.99% | 944,017 | $79.47 |
| Q4 2023 | -6,712 | Reduce 0.71% | 937,305 | $98.89 |
| Q1 2024 | -263,798 | Reduce 28.14% | 673,507 | $137.72 |
| Q2 2024 | +245,921 | Add 36.51% | 919,428 | $108.78 |
| Q3 2024 | +67,129 | Add 7.30% | 986,557 | $142.73 |
| Q4 2024 | -252,883 | Reduce 25.63% | 733,674 | $167.75 |
| Q1 2025 | -363,024 | Reduce 49.48% | 370,650 | $182.77 |
| Q2 2025 | -357,362 | Reduce 96.41% | 13,288 | $246.51 |
| Q3 2025 | -7,588 | Reduce 57.10% | 5,700 | $271.99 |
Lee Ainslie's DoorDash Investment FAQs
Lee Ainslie first purchased DoorDash, Inc. (DASH) in Q4 2020, acquiring 135,655 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held DoorDash, Inc. (DASH) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to DoorDash, Inc. (DASH) was in Q2 2023, adding 963,220 shares worth $73.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 5,700 shares of DoorDash, Inc. (DASH), valued at approximately $1.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, DoorDash, Inc. (DASH) represents approximately 0.02% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in DoorDash, Inc. (DASH) was 986,557 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.