SC 13G/A 1 formsc13ga.htm

UNITED STATES

Securities and Exchange Commission

Washington, D.C. 20549

Schedule 13G

(Rule 13d-102)

Information to be Included in Statements Filed Pursuant

to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed

Pursuant to § 240.13d-2

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)*

DoorDash, Inc.

(Name of Issuer)

Class A Common Stock

(Title of Class of Securities)

25809K105

(CUSIP Number)

December 31, 2023

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

☐ Rule 13d-1(b)

☐ Rule 13d-1(c)

☒ Rule 13d-1(d)

* The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

CUSIP No. 25809K105

Schedule 13G

Page 1 of 8

1	Names of Reporting Persons SB Investment Advisers (UK) Limited
2	Check the Appropriate Box if a Member of a Group (a) ☐ (b) ☐
3	SEC Use Only
4	Citizenship or Place of Organization England and Wales

Number of Shares

Beneficially Owned

by Each Reporting

Person With

Sole Voting Power

Shared Voting Power

9,465,912

Sole Dispositive Power

Shared Dispositive Power

9,465,912

9	Aggregate Amount Beneficially Owned by Each Reporting Person 9,465,912
10	Check if the Aggregate Amount in Row (9) Excludes Certain Shares Not Applicable
11	Percent of Class Represented by Amount in Row 9 2.6%
12	Type of Reporting Person CO

CUSIP No. 25809K105

Schedule 13G

Page 2 of 8

1	Names of Reporting Persons SoftBank Vision Fund (AIV M2) L.P.
2	Check the Appropriate Box if a Member of a Group (a) ☐ (b) ☐
3	SEC Use Only
4	Citizenship or Place of Organization Delaware

Number of Shares

Beneficially Owned

by Each Reporting

Person With

Sole Voting Power

Shared Voting Power

9,465,912

Sole Dispositive Power

Shared Dispositive Power

9,465,912

9	Aggregate Amount Beneficially Owned by Each Reporting Person 9,465,912
10	Check if the Aggregate Amount in Row (9) Excludes Certain Shares Not Applicable
11	Percent of Class Represented by Amount in Row 9 2.6%
12	Type of Reporting Person PN

CUSIP No. 25809K105

Schedule 13G

Page 3 of 8

1	Names of Reporting Persons SVF Fast (Cayman) Limited
2	Check the Appropriate Box if a Member of a Group (a) ☐ (b) ☐
3	SEC Use Only
4	Citizenship or Place of Organization Cayman Islands

Number of Shares Beneficially Owned

by Each Reporting Person With

Sole Voting Power

Shared Voting Power

9,465,912

Sole Dispositive Power

Shared Dispositive Power

9,465,912

9	Aggregate Amount Beneficially Owned by Each Reporting Person 9,465,912
10	Check if the Aggregate Amount in Row (9) Excludes Certain Shares Not Applicable
11	Percent of Class Represented by Amount in Row 9 2.6%
12	Type of Reporting Person CO

CUSIP No. 25809K105

Schedule 13G

Page 4 of 8

1	Names of Reporting Persons SVF Swift (Cayman) Limited
2	Check the Appropriate Box if a Member of a Group (a) ☐ (b) ☐
3	SEC Use Only
4	Citizenship or Place of Organization Cayman Islands

Number of Shares Beneficially Owned

by Each Reporting Person With

Sole Voting Power

Shared Voting Power

9,465,912

Sole Dispositive Power

Shared Dispositive Power

9,465,912

9	Aggregate Amount Beneficially Owned by Each Reporting Person 9,465,912
10	Check if the Aggregate Amount in Row (9) Excludes Certain Shares Not Applicable
11	Percent of Class Represented by Amount in Row 9 2.6%
12	Type of Reporting Person CO

CUSIP No. 25809K105

Schedule 13G

Page 5 of 8

ITEM 1.	(a)	Name of Issuer:

		DoorDash, Inc. (the “Issuer”)

	(b)	Address of Issuer’s Principal Executive Offices:

		303 2nd Street, South Tower, 8th Floor San Francisco, California 94107

ITEM 2.	(a)	Name of Person Filing:

		Each of the following is hereinafter individually referred to as a “Reporting Person” and collectively as the “Reporting Persons.” This statement is filed on behalf of:

		SB Investment Advisers (UK) Limited (“SBIA UK”)
		SoftBank Vision Fund (AIV M2) L.P. (“AIV M2”)
		SVF Fast (Cayman) Limited (“SVF Fast”)
		SVF Swift (Cayman) Limited (“SVF Swift”)

	(b)	Address or Principal Business Office:

		The address for SBIA UK is 69 Grosvenor Street, London W1K 3JP, United Kingdom. The address for AIV M2 is 251 Little Falls Drive, Wilmington, DE 19808. The address for each of SVF Fast and SVF Swift is c/o Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand Cayman KY1-9008, Cayman Islands.

	(c)	Citizenship of each Reporting Person is:

		SBIA UK is organized under the laws of England and Wales. AIV M2 is organized under the laws of the State of Delaware. Each of SVF Fast and SVF Swift is organized under the laws of the Cayman Islands.

	(d)	Title of Class of Securities:

		Class A common stock, par value $0.00001 (“Common Stock”).

	(e)	CUSIP Number:

		25809K105

ITEM 3.

	Not applicable.

CUSIP No. 25809K105

Schedule 13G

Page 6 of 8

ITEM 4.	Ownership.

	(a-c)

	The ownership information presented below represents beneficial ownership of Common Stock of the Issuer as of the date hereof, based upon 370,743,647 shares of Common Stock outstanding as of October 27, 2023, as disclosed in the Issuer’s Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 1, 2023.

Reporting Person	Amount beneficially owned		Percent of class:			Sole power to vote or to direct the vote:		Shared power to vote or to direct the vote:		Sole power to dispose or to direct the disposition of:		Shared power to dispose or to direct the disposition of:
SB Investment Advisers (UK) Limited		9,465,912		2.6	%		0		9,465,912		0		9,465,912
SoftBank Vision Fund (AIV M2) L.P.		9,465,912		2.6	%		0		9,465,912		0		9,465,912
SVF Fast (Cayman) Limited		9,465,912		2.6	%		0		9,465,912		0		9,465,912
SVF Swift (Cayman) Limited		9,465,912		2.6	%		0		9,465,912		0		9,465,912

SVF Swift is the record holder of the securities reported herein. SVF Swift is a wholly owned subsidiary of SVF Fast, which is a wholly owned subsidiary of AIV M2.

SBIA UK has been appointed as alternative investment fund manager (“AIFM”) of AIV M2. SBIA UK is authorized and regulated by the UK Financial Conduct Authority and is exclusively responsible for making all decisions related to the acquisition, structuring, financing and disposal of AIV M2’s investments. As a result of these relationships, each of the Reporting Persons may be deemed to share beneficial ownership of the securities reported herein.

ITEM 5.	Ownership of Five Percent or Less of a Class.

	If this statement is being filed to report the fact that as of the date hereof the Reporting Persons have ceased to be the beneficial owners of more than five percent of the class of securities, check the following: ☒

ITEM 6.	Ownership of More Than Five Percent on Behalf of Another Person.

	Not applicable.

ITEM 7.	Identification and Classification of the Subsidiary which Acquired the Security Being Reported on by the Parent Holding Company.

	Not applicable.

ITEM 8.	Identification and Classification of Members of the Group.

	Not applicable.

ITEM 9.	Notice of Dissolution of Group.

	Not applicable.

ITEM 10.	Certification.

	Not applicable.

CUSIP No. 25809K105

Schedule 13G

Page 7 of 8

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Date: February 13, 2024

	SB Investment Advisers (UK) Limited

	By:	/s/ Amanda Sanchez-Barry
	Name:	Amanda Sanchez-Barry
	Title:	General Counsel

	SoftBank Vision Fund (AIV M2) L.P.
	By: SB Investment Advisers (UK) Limited, its Manager

	By:	/s/ Amanda Sanchez-Barry
	Name:	Amanda Sanchez-Barry
	Title:	General Counsel

	SVF Fast (Cayman) Limited

	By:	/s/ Karen Ellerbe
	Name:	Karen Ellerbe
	Title:	Director

	SVF Swift (Cayman) Limited

	By:	/s/ Karen Ellerbe
	Name:	Karen Ellerbe
	Title:	Director

CUSIP No. 25809K105

Schedule 13G

Page 8 of 8

LIST OF EXHIBITS

Exhibit No.		Description
99		Joint Filing Agreement (previously filed).

SEC Form SC 13G/A filed by DoorDash Inc. (Amendment)