D1 Capital Partners L.P. 13F: New $267M Stake in DoorDash (DASH)

D1 Capital Partners Buys DoorDash Shares

D1 Capital Partners L.P. initiated a brand-new position in DoorDash, Inc. (NASDAQ:DASH), picking up 1,437,500 shares according to a recent Form 13F filing with the SEC. The newly acquired holding carried an estimated value of $266.7 million based on the period's cost basis. Because 13F filings look backward at holdings from the close of the reporting quarter, the filing reflects the fund's position at that time and might not match its current portfolio today.

DoorDash Stock Valuation and Trading

DoorDash shares recently changed hands at $185.56, placing the company's market capitalization at roughly $83.6 billion. The stock trades with a forward P/E ratio of 23.4 and carries a trailing P/E ratio of 101.6. Over the past year, the shares have moved between a low of $143.30 and a high of $269.00, sitting near its 200-day moving average of $185.17.

Recent Insider Transactions at DoorDash

Company insiders have been active in the open market recently. On June 24, 2026, insider Andy Fang acquired 5,000 shares at zero cost and separately sold 5,000 shares in a planned transaction under a Rule 10b5-1 plan at a price of $180.00, totaling $900,000. Earlier on June 22, 2026, Chief Business Officer Keith Yandell acquired 49,728 shares at zero cost valued at $0.

Wall Street Analyst Price Targets

Analyst sentiment on DoorDash remains active with multiple firms updating views. On October 14, 2026, Guggenheim reiterated its Buy rating on the stock with a $255.00 price target. Cantor Fitzgerald maintained an Overweight rating on October 12, 2026, setting a target of $240.00, while Wells Fargo kept an Equal-Weight rating with a $230.00 target on October 5, 2026. Across the broader analyst community, the stock holds a consensus buy recommendation with a mean target price of $257.37.

About DoorDash, Inc.

DoorDash operates a commerce platform connecting merchants, consumers, and delivery workers across the United States and internationally. The company runs multiple marketplaces like DoorDash and Wolt, offering customer acquisition, order fulfillment, payment processing, and advertising services. It also provides consumer subscription programs such as DashPass.

What to Watch Next for DASH

Investors tracking D1 Capital Partners and DoorDash will look toward the company's next earnings report scheduled for November 4, 2026. Future SEC filings will reveal whether the fund builds upon its newfound position or adjusts its exposure. Institutional filings provide a quarterly snapshot rather than real-time trading updates.