SIRIOS CAPITAL MANAGEMENT L P DASH β€” DOORDASH INC

Ownership history in SIRIOS CAPITAL MANAGEMENT L P  Β·  2 quarters on record

AI Ownership Summary

SIRIOS CAPITAL MANAGEMENT L P reported DOORDASH INC (DASH) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.24% in 2025 Q4. The latest visible filing shows DASH at 1.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DASH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIRIOS CAPITAL MANAGEMENT L P's position in DOORDASH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DASH was reported at 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIRIOS CAPITAL MANAGEMENT L P held DASH β€” position size vs. price
% of Fund (quarterly)    DASH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 44,153 +40,864 +1242.4% 1.24% $10.0M 2026-02-14 (Est.) $160.34
2025 Q3 INITIATED β€” β€” β€” 3,289 β€” β€” 0.12% $895K 2025-11-14 $206.96

FAQ About SIRIOS CAPITAL MANAGEMENT L P and DASH

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIRIOS CAPITAL MANAGEMENT L P reported owning DASH?

SIRIOS CAPITAL MANAGEMENT L P reported DASH across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported DASH position in SIRIOS CAPITAL MANAGEMENT L P's portfolio?

The largest reported portfolio weight for DASH was 1.24% in 2025 Q4.

What is the latest reported DASH position on this page?

The most recent filing on this page is 2025 Q4, when SIRIOS CAPITAL MANAGEMENT L P reported 44,153 shares, equal to 1.24% of portfolio, with an estimated market value of $10.0M.

What does the chart on this DASH ownership page compare?

The chart compares SIRIOS CAPITAL MANAGEMENT L P's quarterly DASH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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