Newlands Management Operations LLC — DOORDASH INC DASH: Quarterly 13F Position History
Newlands Management Operations LLC has reported DOORDASH INC (DASH) on 14 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2022. As of Q1 2026, the position is sized at 7,068,299 shares ($1.06B market value, 6.87% of the equity book).
- 7,068,299Shares Held (Latest Filing)
- $1.06BReported Market Value (Latest Filing)
- 6.87%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$539.5MQuarter-over-Quarter Value Change
- 7,068,299Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 7,068,299 | 0 | — | $1.06B | 6.87% | $150.15 |
| Q4 2025 | 7,068,299 | 0 | — | $1.60B | 8.25% | $226.48 |
| Q3 2025 | 7,068,299 | 0 | — | $1.92B | 9.12% | $271.99 |
| Q2 2025 | 7,068,299 | 0 | — | $1.74B | 9.20% | $246.51 |
| Q1 2025 | 7,068,299 | +17,619 | +0.2% | $1.29B | 8.76% | $182.77 |
| Q4 2024 | 7,050,680 | 0 | — | $1.18B | 7.44% | $167.75 |
| Q3 2024 | 7,050,680 | 0 | — | $1.01B | 7.27% | $142.73 |
| Q2 2024 | 7,050,680 | 0 | — | $767.0M | 6.31% | $108.78 |
| Q1 2024 | 7,050,680 | 0 | — | $971.0M | 7.83% | $137.72 |
| Q4 2023 | 7,050,680 | 0 | — | $697.2M | 6.40% | $98.89 |
| Q3 2023 | 7,050,680 | 0 | — | $560.3M | 5.99% | $79.47 |
| Q2 2023 | 7,050,680 | +3,430,729 | +94.8% | $538.8M | 5.74% | $76.42 |
| Q1 2023 | 3,619,951 | 0 | — | $230.1M | 4.11% | $63.56 |
| Q4 2022 | 3,619,951 | — | — | $176.7M | 4.65% | $48.82 |
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 Newlands Management Operations LLC first disclose a DASH position in 13F-HR filings?
Newlands Management Operations LLC first reported DOORDASH INC (DASH) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was Newlands Management Operations LLC's most recent quarter-over-quarter share-count change in DASH?
Newlands Management Operations LLC held the same 7,068,299 shares of DASH between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Newlands Management Operations 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.