Position
Shellback Capital, LP 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 −$2.67M$226.48 → $150.15
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 50K | $11.3M | — | — | — | 1.1% |
| Q1 2026 | 35K | $5.26M | $150.15 | −$2.67M | −$3.4M | 0.7% |