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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Parnassus Core Equity Fund returned 16.83% net in Q2 2026, outperforming the S&P 500's 15.20%, driven by holdings in Information Technology and Communication Services sectors and lack of Energy exposure. The fund maintains...
— Benjamin Allen, Todd Ahlsten, Andrew Choi
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Other investors who've written on DoorDash
DoorDash was the fund's largest detractor during the quarter following disappointing forward guidance. Due to the...
DoorDash is the leading US food delivery platform, maintaining a 60% market share and consistently positive free cash flow. Management is leveraging...