NZS Capital, LLC

Position in DASH — DoorDash, Inc.

CIK 1816616 DENVER, CO

Position in DASH

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

Position Value

$67,183,313

+$31,439,956 QoQ

Shares Held

364,078

+52.9% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#107

of 1,037 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 47% Shared 53% None 0%

Consumer Cyclical · as of Jun 30, 2026

NZS Capital, LLC holds $179,301,605 across 4 Internet Retail names. DASH ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DASH	DoorDash, Inc. This page	364,078	$67,183,313
2	MELI	Mercadolibre Inc	34,469	$58,507,335
3	GLBE	Global-E Online Ltd.	1,146,508	$39,818,222
4	AMZN	Amazon Com Inc	57,870	$13,792,735

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,183,313	364,078	+52.9%	Shares	Sole	2026-08-14
2026-03-31	$35,743,357	238,051	+68.8%	Shares	Sole	2026-05-15
2025-12-31	$31,931,641	140,991	+29.9%	Shares	Sole	2026-02-12
2025-09-30	$29,525,874	108,555	+19.1%	Shares	Sole	2025-11-12
2025-06-30	$22,470,126	91,153	-39.0%	Shares	Sole	2025-08-13
2025-03-31	$27,305,106	149,396	-18.5%	Shares	Sole	2025-05-14
2024-12-31	$30,758,640	183,360	-6.7%	Shares	Sole	2025-02-14
2024-09-30	$28,063,287	196,618	+15.7%	Shares	Sole	2024-11-14
2024-06-30	$18,492,926	170,003	+1.9%	Shares	Sole	2024-08-14
2024-03-31	$22,974,725	166,822	-12.8%	Shares	Sole	2024-05-15
2023-12-31	$18,918,151	191,305	+10.8%	Shares	Sole	2024-02-14
2023-09-30	$13,721,846	172,667	-0.9%	Shares	Sole	2023-11-14
2023-06-30	$13,320,617	174,308	+57.2%	Shares	Sole	2023-08-11
2023-03-31	$7,049,820	110,916	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.