HMI Capital Management, L.P.

Position in DASH — DoorDash, Inc.

CIK 1469026 SAN FRANCISCO, CA

Position in DASH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$26,461,602

New position

Shares Held

143,400

first reported quarter

Ownership

0.033%

of shares outstanding

% of Portfolio

3.86%

of 13F equity value

Holder Rank

#183

of 1,044 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HMI Capital Management, L.P. holds $204,676,286 across 3 Internet Retail names. DASH ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	425,950	$101,520,923
2	CPNG	Coupang, Inc.	4,415,300	$76,693,761
3	DASH	DoorDash, Inc. This page	143,400	$26,461,602

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,461,602	143,400	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.