DoorDash 2Q'26: Growth Beyond the Restaurant
DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.
Thursday, August 6, 2026
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Investor Letters
All letters- Upslope Capital Management Q2 2026 MICC $11B
- Vulcan Value Partners Q2 2026 AMZN $2.7TEFX $17B
- RGA Investment Advisors Q1 2026 AMZN $2.7T
- Biglari Holdings 2025 RACE $69B
- Massif Capital fourth quarter of 2025 EQNR $103BEQX $13B
- Pershing Square Holdings 2025 AMZN $2.7TBN $81B
- Palm Valley Capital Third Quarter 2025 NVDA $5.5TINTC $598B
- Rowan Street Capital first half of 2025 ADYEY $31BMETA $1.8T
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Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
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Investor letters we follow
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