Triple Frond Partners reported 300K shares of DoorDash, Inc, CL-A (DASH) for the first time in 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026. At quarter-end prices the stake was worth about $55.4M, or 4.94% of the reported portfolio. DASH enters the book as the 9th largest of 13 stock positions.
What did the 2026 Q2 filing report for DASH?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Shares | 300K |
| Reported value | $55.4M |
| Portfolio weight | 4.94% |
| Rank in portfolio | 9th of 13 |
How big is the new DASH position?
Triple Frond Partners opened 2 stock positions in 2026 Q2; DASH is the largest of them by weight. An average stock position in the Triple Frond Partners portfolio is 8% of the reported value, so the new name starts below the fund's typical size.
Where does DASH sit in the Triple Frond Partners portfolio?
DASH ranks 9th of 13 stock positions in the Triple Frond Partners portfolio at 4.94%, below the fund's average stock position of 8%. The DASH purchase was the largest of the quarter's 6 position changes by percent change to portfolio. The largest stock position is ASML at 21.11%. Next come TDG at 12.67% and MSFT at 11.74%. The three largest stocks together are 45.52% of the book. Across the 2026 Q2 portfolio, Triple Frond Partners reported 13 stock positions, with 2 opened and 1 closed. The total portfolio value is about $1.1B, up 16% from the prior quarter.
Has Triple Frond Partners held DASH before?
Triple Frond Partners has not reported DASH before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell DASH in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 3 hold DASH. The largest buyer of DASH this quarter was Thomas Russo. The largest seller was Henry Ellenbogen. Every tracked holder of DASH is on the DASH ownership page.
FAQ
How many DASH shares does Triple Frond Partners hold?
Triple Frond Partners holds 300K shares of DASH as of June 30, 2026, worth about $55.4M.
What is DASH's weight in the Triple Frond Partners portfolio?
DASH is 4.94% of the Triple Frond Partners portfolio and ranks 9th of 13 stocks by weight.
Has Triple Frond Partners owned DASH before?
No. Triple Frond Partners has not reported DASH before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold DASH?
3 other tracked funds that had filed for 2026 Q2 hold DASH.