Lee Ainslie's DASH Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 359,125 shares of DoorDash, Inc. (DASH) worth $81.33 M, representing 0.87% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 15 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +353,425 | Add 6200.44% | 359,125 | $226.48 |
| Q3 2025 | -7,588 | Reduce 57.10% | 5,700 | $271.99 |
| Q2 2025 | -357,362 | Reduce 96.41% | 13,288 | $246.51 |
| Q1 2025 | -363,024 | Reduce 49.48% | 370,650 | $182.77 |
| Q4 2024 | -252,883 | Reduce 25.63% | 733,674 | $167.75 |
| Q3 2024 | +67,129 | Add 7.30% | 986,557 | $142.73 |
| Q2 2024 | +245,921 | Add 36.51% | 919,428 | $108.78 |
| Q1 2024 | -263,798 | Reduce 28.14% | 673,507 | $137.72 |
| Q4 2023 | -6,712 | Reduce 0.71% | 937,305 | $98.89 |
| Q3 2023 | -19,203 | Reduce 1.99% | 944,017 | $79.47 |
| Q2 2023 | +955,244 | Add 11976.48% | 963,220 | $76.42 |
| Q1 2023 | +7,976 | New Buy | 7,976 | $63.56 |
| Q2 2021 | -81,393 | Sold Out | 0 | $0.00 |
| Q1 2021 | -54,262 | Reduce 40.00% | 81,393 | $126.18 |
| Q4 2020 | +135,655 | New Buy | 135,655 | $130.22 |
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 15 quarters since Q4 2020.
Lee Ainslie's largest addition to DoorDash, Inc. (DASH) was in Q2 2023, adding 963,220 shares worth $73.61 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 359,125 shares of DoorDash, Inc. (DASH), valued at approximately $81.33 M.
As of the Q4 2025 filing, DoorDash, Inc. (DASH) represents approximately 0.87% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in DoorDash, Inc. (DASH) was 986,557 shares, as reported at the end of Q3 2024.