13F

Position

Night Squared 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 −$1.26M$226.48$150.15

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202516.4K$3.72M1.1%
Q1 2026110.1K$16.5M$150.15−$1.26M$14.1M2.4%