LONG WALK MANAGEMENT LP: DOORDASH INC (DASH): Quarterly 13F Position History
As of Q1 2026, LONG WALK MANAGEMENT LP reported 282,500 shares of DOORDASH INC (DASH), worth $42.4M and representing 12.3% of its 13F equity book. Quarter-over-quarter share count change: 90,500 (-24.3%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 282,500Shares Held (Latest Filing)
- $42.4MReported Market Value (Latest Filing)
- 12.3%Portfolio Weight (% of 13F Equity Book)
- 90,500Quarter-over-Quarter Share Change
- -$42.1MQuarter-over-Quarter Value Change
- 373,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 282,500 | 90,500 | -24.3% | $42.4M | 12.3% | $150.2 |
| Q4 2025 | 373,000 | +161,000 | +75.9% | $84.5M | 18.8% | $226.5 |
| Q3 2025 | 212,000 | 52,750 | -19.9% | $57.7M | 11.7% | $272.0 |
| Q2 2025 | 264,750 | +95,750 | +56.7% | $65.3M | 16.5% | $246.5 |
| Q1 2025 | 169,000 | +54,800 | +48.0% | $30.9M | 10.0% | $182.8 |
| Q4 2024 | 114,200 | +200 | +0.2% | $24.2M | 8.7% | $211.8 |
| Q3 2024 | 114,000 | — | — | $16.3M | 6.7% | $142.7 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did LONG WALK MANAGEMENT LP first disclose a DASH position in 13F-HR filings?
LONG WALK MANAGEMENT LP first reported DOORDASH INC (DASH) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was LONG WALK MANAGEMENT LP's most recent quarter-over-quarter share-count change in DASH?
Between Q4 2025 and Q1 2026, LONG WALK MANAGEMENT LP reduced its DASH position by 90,500 shares (-24.3%), leaving 282,500 shares at a market value of $42.4M.
Does the implied price-per-share represent LONG WALK MANAGEMENT LP'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.