DoorDash, Inc. (DASH): Stephen Mandel Opens New Position in Delivery Firm

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Usman Kabir

Wed, April 29, 2026 astatine 10:14 AM CDT 2 min read

We conscionable covered Lone Pine’s Non-AI Strategy Falters: 10 Non-AI Stocks Weighing Down Stephen Mandel’s 2026 Returns and DoorDash, Inc. (NASDAQ:DASH) ranks 3rd connected this list.

DoorDash, Inc. (NASDAQ:DASH) archetypal featured successful the 13F portfolio of Lone Pine Capital successful the 4th fourth of 2020. Back then, this presumption comprised 2.2 cardinal shares. By the extremity of 2021, the money had grown this presumption to much than 8.2 cardinal shares. In the archetypal 4th of 2022, the money trimmed the involvement by 44% and past sold it disconnected wholly successful the adjacent quarter. A caller presumption successful the banal was past opened successful the 4th fourth of 2025, comprising a small implicit 2.5 cardinal shares. The steadfast operates a commerce level that connects merchants, consumers, and dashers successful the United States and internationally.

C3.ai (AI) Opens Agentic AI Platform to Partners for Enterprise AI Innovation

While DoorDash, Inc. (NASDAQ:DASH) was historically viewed arsenic a volatile gig-economy stock, organization investors are present piling successful arsenic the steadfast successfully diversifies beyond edifice transportation into high-margin retail and market infrastructure. In precocious 2025 and Q1 2026, the non-restaurant categories of the steadfast similar grocery, alcohol, and retail grew astatine astir treble the complaint of the halfway nutrient transportation business. Landmark partnerships with retailers similar Lowe’s and Academy Sports + Outdoors successful aboriginal 2026 person convinced organization investors that DoorDash tin efficaciously vie with Amazon connected last-mile velocity for carnal goods.

While we admit the imaginable of DASH arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 15 Safe Stocks to Invest In For Beginners and 10 Best Stocks to Buy According to Nancy Pelosi.

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