Artisan Partners' Artisan Global Opportunities Strategy fund added DoorDash (DASH) to its portfolio in the second quarter of 2026. The fund believes that while investments in new verticals have tempered near-term margin expansion, they have the potential to significantly extend the company's growth runway. Despite concerns that AI could disrupt consumer internet companies, Artisan argues that DoorDash's fulfillment network solves a physical, logistics-intensive problem that is less vulnerable to near-term AI disruption. The fund increased its position following a recent pullback, believing the market underestimates DoorDash's network durability and long-term monetization opportunity. DoorDash shares closed at $226.24 on September 2, 2026, having returned 6.09% over the past month but lost 9.06% over the past 52 weeks.