13F

Position

BWCP, LP in DoorDash, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$3.94M$226.48$150.15

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202551.6K$11.7M1.9%
Q1 2026100.6K$15.1M$150.15−$3.94M$7.35M2.3%