Position
Coatue in DoorDash, Inc.
Back to the book · All holders of DASH
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 $18M$150.15 → $184.53
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 4.37M | $988.7M | — | — | — | 2.5% |
| Q1 2026 | 551.8K | $82.9M | $150.15 | −$42.1M | −$863.7M | 0.3% |
| Q2 2026 | 524.8K | $96.8M | $184.53 | $18M | −$4.06M | 0.2% |