Khrom Capital Management LLC: DOORDASH INC (DASH): Quarterly 13F Position History
As of Q2 2026, Khrom Capital Management LLC reported 959,268 shares of DOORDASH INC (DASH), worth $177.0M and representing 14.8% of its 13F equity book. Quarter-over-quarter share count change: + 280,868 (+41.4%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 959,268Shares Held (Latest Filing)
- $177.0MReported Market Value (Latest Filing)
- 14.8%Portfolio Weight (% of 13F Equity Book)
- +280,868Quarter-over-Quarter Share Change
- +$75.2MQuarter-over-Quarter Value Change
- 959,268Peak Reported Shares (Historical)
Recent initiation: Khrom Capital Management LLC first reported DASH on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 959,268 | +280,868 | +41.4% | $177.0M | 14.8% | $184.5 |
| Q1 2026 | 678,400 | – | – | $101.9M | 9.3% | $150.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Khrom Capital Management LLC first disclose a DASH position in 13F-HR filings?
Khrom Capital Management LLC first reported DOORDASH INC (DASH) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Khrom Capital Management LLC's most recent quarter-over-quarter share-count change in DASH?
Between Q1 2026 and Q2 2026, Khrom Capital Management LLC added 280,868 shares of DASH (+41.4%), bringing the total reported position to 959,268 shares at a market value of $177.0M.
Does the implied price-per-share represent Khrom Capital Management LLC's cost basis in DASH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.