Dingdong (DDL)

• Market cap: $694M
• 1 day: 0.00%
• 5 days: -10.11%
• 1 month: -26.44%
• 3 months: -3.32%
• 6 months: 66.67%
• Year to date: -1.23%
• 1 year: 168.91%
• 5 years: -86.39%
• 10 years: -86.39%

About: Dingdong (Cayman) Ltd is the fastest growing on-demand e-commerce company in China. The company directly provides users and households with fresh produce, meat and seafood, and other daily necessities through a convenient shopping experience supported by an extensive self-operated frontline fulfillment grid. It recognizes revenues from product sales of fresh groceries and other daily necessities through Dingdong Fresh APP and mini-programs and membership services.

Employees: 3,015

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

550% more call options, than puts

Call options by funds: $13K | Put options by funds: $2K

83% more capital invested

Capital invested by funds: $115M [Q2] → $210M (+$95.4M) [Q3]

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

48% more funds holding

Funds holding: 33 [Q2] → 49 (+16) [Q3]

0.71% more ownership

Funds ownership: 19.5% [Q2] → 20.21% (+0.71%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]