Kinetic Partners Management, LP

Position in DASH — DoorDash, Inc.

CIK 1911448 Miami, FL

Position in DASH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$29,626,396

-$18,021,825 QoQ

Shares Held

197,312

-6.2% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Kinetic Partners Management, LP holds $293,043,919 across 4 Internet Retail names. DASH ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	755,752	$157,400,469
2	SE	Sea Ltd	1,252,156	$103,691,038
3	DASH	DoorDash, Inc. This page	197,312	$29,626,396
4	CPNG	Coupang, Inc.	123,200	$2,326,016

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,626,396	197,312	-6.2%	Shares	Sole	2026-05-15
2025-12-31	$47,648,221	210,386	-28.4%	Shares	Sole	2026-02-17
2025-09-30	$79,885,094	293,706	-32.3%	Shares	Sole	2025-11-14
2025-06-30	$106,912,866	433,706	-13.8%	Shares	Sole	2025-08-14
2025-03-31	$92,002,031	503,376	-12.0%	Shares	Sole	2025-05-15
2024-12-31	$95,948,974	571,976	-15.5%	Shares	Sole	2025-02-14
2024-09-30	$96,610,511	676,876	+28.1%	Shares	Sole	2024-11-14
2024-06-30	$57,476,741	528,376	-4.6%	Shares	Sole	2024-08-14
2024-03-31	$76,297,568	554,005	-6.4%	Shares	Sole	2024-05-15
2023-12-31	$58,511,729	591,685	-38.4%	Shares	Sole	2024-02-14
2023-09-30	$76,339,835	960,612	+8.8%	Shares	Sole	2023-11-14
2023-06-30	$67,487,419	883,112	+7.5%	Shares	Sole	2023-08-14
2023-03-31	$52,215,302	821,512	+7.4%	Shares	Sole	2023-05-15
2022-12-31	$37,347,300	765,000	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.