Here’s Sands Capital Select Growth Strategy’s View on DoorDash (DASH)

3 days ago 6

Soumya Eswaran

Thu, November 27, 2025 astatine 7:06 AM CST 3 min read

Sands Capital, an concern absorption company, released its “Sands Capital Select Growth Strategy” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. large-cap maturation equities continued to retrieve from a crisp sell-off successful aboriginal April. Strong firm earnings, capitalist enthusiasm astir artificial quality (AI), and increasing expectations for Federal Reserve argumentation easing drove the robust gains. The portfolio returned 6.3% (net) successful the quarter, compared to the benchmark's 10.5% gain. You tin cheque the fund’s apical 5 holdings to cognize much astir its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Sands Capital Select Growth Strategy highlighted stocks specified arsenic DoorDash, Inc. (NASDAQ:DASH). Headquartered successful San Francisco, California, DoorDash, Inc. (NASDAQ:DASH) is simply a commerce level that connects merchants, consumers, and autarkic contractors. The one-month instrumentality of DoorDash, Inc. (NASDAQ:DASH) was -26.34%, and its shares gained 9.83% of their worth implicit the past 52 weeks. On November 26, 2025, DoorDash, Inc. (NASDAQ:DASH) banal closed astatine $195.98 per share, with a marketplace capitalization of $84.467 billion.

Sands Capital Select Growth Strategy stated the pursuing regarding DoorDash, Inc. (NASDAQ:DASH) successful its 3rd 4th 2025 capitalist letter:

"Business: DoorDash, Inc. (NASDAQ:DASH) is the starring food-delivery level successful the United States, based connected marketplace share.

"The Multiple's Too High," Says Jim Cramer

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