Svf Fast (cayman) Ltd

DASH

10% OWNER · DOORDASH, INC. · CIK 0001835490

FILING MIX · LIFETIME20%/80%

BUYS

SELLS

TOTAL VALUE

$5.15B

COMPANIES

ACTIVE SINCE

Dec 2020

HOLDINGS NOW

33,573,485

AVG SELL PX

$175.19

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Svf Fast (cayman) Ltd, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	3	+0.00%	+3.22%	+1.94%	+1.27%	+1.18%	—
14d	3	+0.00%	+6.62%	+2.49%	+4.13%	+4.56%	—
30d	3	+33.33%	+12.08%	+1.03%	+11.05%	+18.03%	—
60d	3	+33.33%	+7.30%	+3.76%	+3.54%	+16.30%	—
90d	3	+33.33%	+4.53%	+3.75%	+0.78%	+19.26%	—
180d	3	+66.67%	-8.36%	+3.88%	-12.24%	-46.18%	—
1y	3	+100.00%	-64.42%	-7.21%	-57.21%	-61.64%	—
2y	3	+100.00%	-57.99%	+0.19%	-58.18%	-57.78%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

DASH · 33,573,485 shares · as of Oct 27, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 2 buys / 8 sellsCOVERAGE · 5 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
DASH DOORDASH, INC.	SALE	10,000,000	$202.82	$2.03B	33,573,485	Oct 27, 2021	Oct 29, 2021 ↗
DASH DOORDASH, INC.	SALE	11,400,000	$181.09	$2.06B	43,573,485	Aug 19, 2021	Aug 23, 2021 ↗
DASH DOORDASH, INC.	SALE	8,000,000	$132.25	$1.06B	54,973,485	May 19, 2021	May 21, 2021 ↗
DASH DOORDASH, INC.	SALE	50,845,490	—	—	0	Dec 11, 2020	Dec 15, 2020 ↗
DASH DOORDASH, INC.	PURCHASE	62,973,485	—	—	62,973,485	Dec 11, 2020	Dec 15, 2020 ↗
DASH DOORDASH, INC.	SALE	4,449,370	—	—	0	Dec 11, 2020	Dec 15, 2020 ↗
DASH DOORDASH, INC.	PURCHASE	62,973,485	—	—	62,973,485	Dec 11, 2020	Dec 15, 2020 ↗
DASH DOORDASH, INC.	SALE	1,089,175	—	—	0	Dec 11, 2020	Dec 15, 2020 ↗
DASH DOORDASH, INC.	SALE	62,973,485	—	—	0	Dec 11, 2020	Dec 15, 2020 ↗
DASH DOORDASH, INC.	SALE	6,589,450	—	—	0	Dec 11, 2020	Dec 15, 2020 ↗

Other insiders · DASH

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About this filer

CIK 0001835490

ROLE

10% Owner

PRIMARY

DASH

COMPANIES

ACTIVE SINCE

Dec 2020

MARKETPEEL · /INSIDER/0001835490DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Svf Fast (cayman) Ltd

The morning brief, before the bell.