13F Portfolios

Newlands Management Operations LLC: DOORDASH INC (DASH): Quarterly 13F Position History

As of Q1 2026, Newlands Management Operations LLC reported 7,068,299 shares of DOORDASH INC (DASH), worth $1.1B and representing 6.9% of its 13F equity book. The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.

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 $1.1B 6.9% $150.2
Q4 2025 7,068,299 0 $1.6B 8.3% $226.5
Q3 2025 7,068,299 0 $1.9B 9.1% $272.0
Q2 2025 7,068,299 0 $1.7B 9.2% $246.5
Q1 2025 7,068,299 +17,619 +0.2% $1.3B 8.8% $182.8
Q4 2024 7,050,680 0 $1.2B 7.4% $167.8
Q3 2024 7,050,680 0 $1.0B 7.3% $142.7
Q2 2024 7,050,680 0 $767.0M 6.3% $108.8
Q1 2024 7,050,680 0 $971.0M 7.8% $137.7
Q4 2023 7,050,680 0 $697.2M 6.4% $98.9
Q3 2023 7,050,680 0 $560.3M 6.0% $79.5
Q2 2023 7,050,680 +3,430,729 +94.8% $538.8M 5.7% $76.4
Q1 2023 3,619,951 0 $230.1M 4.1% $63.6
Q4 2022 3,619,951 $176.7M 4.6% $48.8

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 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.