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 $2.7TBMI $3.7B
- RGA Investment Advisors Q1 2026 AMZN $2.7T
- Heartland Advisors 1Q26 ALGT $2.1B
- Palm Valley Capital First Quarter 2026 CHRD $7.8BDOX $6.2B
- Biglari Holdings 2025 RACE $69B
- Massif Capital fourth quarter of 2025 EQNR $103BEQX $13B
- Pershing Square Holdings 2025 HHH $4.3BAMZN $2.7T
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Deep Sail Capital
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DOMO Capital Management, LLC
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