Nellore Capital Management LLC: DOORDASH INC (DASH): Quarterly 13F Position History
As of Q1 2026, Nellore Capital Management LLC reported 216,003 shares of DOORDASH INC (DASH), worth $32.4M and representing 4.1% of its 13F equity book. Quarter-over-quarter share count change: + 15,000 (+7.5%) . The position first appeared in Q4 2020 and has been disclosed across 22 13F-HR filings in Pactolio's tracked window.
- 216,003Shares Held (Latest Filing)
- $32.4MReported Market Value (Latest Filing)
- 4.1%Portfolio Weight (% of 13F Equity Book)
- +15,000Quarter-over-Quarter Share Change
- -$13.1MQuarter-over-Quarter Value Change
- 397,443Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 216,003 | +15,000 | +7.5% | $32.4M | 4.1% | $150.2 |
| Q4 2025 | 201,003 | 0 | — | $45.5M | 5.1% | $226.5 |
| Q3 2025 | 201,003 | 26,740 | -11.7% | $54.7M | 6.0% | $272.0 |
| Q2 2025 | 227,743 | 20,000 | -8.1% | $56.1M | 6.3% | $246.5 |
| Q1 2025 | 247,743 | +20,000 | +8.8% | $45.3M | 6.2% | $182.8 |
| Q4 2024 | 227,743 | 0 | — | $38.2M | 5.0% | $167.8 |
| Q3 2024 | 227,743 | +10,500 | +4.8% | $32.5M | 4.4% | $142.7 |
| Q2 2024 | 217,243 | +4,800 | +2.3% | $23.6M | 3.6% | $108.8 |
| Q1 2024 | 212,443 | 20,000 | -8.6% | $29.3M | 4.5% | $137.7 |
| Q4 2023 | 232,443 | 50,000 | -17.7% | $23.0M | 4.2% | $98.9 |
| Q3 2023 | 282,443 | 115,000 | -28.9% | $22.4M | 4.2% | $79.5 |
| Q2 2023 | 397,443 | +372,182 | +1473.3% | $30.4M | 5.7% | $76.4 |
| Q1 2023 | 25,261 | 372,182 | -93.6% | $25.3M | 5.5% | $1000.0 |
| Q4 2022 | 397,443 | +117,929 | +42.2% | $19.4M | 4.8% | $48.8 |
| Q3 2022 | 279,514 | +22,000 | +8.5% | $13.8M | 3.5% | $49.5 |
| Q2 2022 | 257,514 | +45,943 | +21.7% | $16.5M | 4.4% | $64.2 |
| Q1 2022 | 211,571 | +156,857 | +286.7% | $24.8M | 5.6% | $117.2 |
| Q4 2021 | 54,714 | +13,000 | +31.2% | $8.1M | 3.0% | $148.9 |
| Q3 2021 | 41,714 | 0 | — | $8.6M | 2.1% | $206.0 |
| Q2 2021 | 41,714 | +41,514 | +20757.0% | $7.4M | 2.4% | $178.3 |
| Q1 2021 | 200 | 0 | — | $26.0K | 0.0% | $130.0 |
| Q4 2020 | 200 | — | — | $28.6K | 0.0% | $142.8 |
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 Nellore Capital Management LLC first disclose a DASH position in 13F-HR filings?
Nellore Capital Management LLC first reported DOORDASH INC (DASH) on its 13F-HR filing for the period ending 2020-12-31 (Q4 2020). The position has appeared on 22 reported quarters within Pactolio's tracked window.
What was Nellore Capital Management LLC's most recent quarter-over-quarter share-count change in DASH?
Between Q4 2025 and Q1 2026, Nellore Capital Management LLC added 15,000 shares of DASH (+7.5%), bringing the total reported position to 216,003 shares at a market value of $32.4M.
Does the implied price-per-share represent Nellore 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.