DOORDASH INC.

Sands Capital removed DoorDash from its Select Growth Fund in Q2 2026, saying a concentrated ~30-stock portfolio requires a higher bar for inclusion. The firm called DoorDash a high-quality business but reallocated capital toward AI infrastructure beneficiaries and other idiosyncratic growth opportunities. The fund outperformed the Russell 1000 Growth Index in the quarter, driven largely by strength in AI-related holdings. » Altro su finance.yahoo.com

Artisan Global Opportunities added DoorDash to its Q2 2026 portfolio, citing record membership gains and market share growth across restaurant, retail and grocery delivery. The firm says investments in new verticals may weigh on near-term margins but extend the company’s growth runway. Artisan argues DoorDash’s physical, logistics-intensive fulfillment network is less vulnerable to near-term AI disruption and increased the position after a recent pullback. » Altro su finance.yahoo.com

DoorDash has entered a partnership with Circana to independently validate the impact of Sponsored Products and Sponsored Brands campaigns on the platform. Circana links ad exposure to purchase behavior and provides incrementality analyses that enable consumer goods brands to compare performance across networks. Initial measurements of a campaign showed that 56% of DoorDash buyers purchased exclusively on the platform and a beverage company achieved incremental revenue of $0.59 per household via DoorDash. The measurement service is currently available to selected advertisers on DoorDash. » Altro su de.investing.com