Discovery Capital Management’s Datadog DDOG Stock Holding History

Discovery Capital Management’s Portfolio DDOG Stock Details DDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56M	Buy	+13,680	New	+$2.54M	0.15%	69
2026 Q1	–	Sell	-83,200	Closed	-$11.3M	–	91
2025 Q4	$11.3M	Sell	83,200 -27,800	-25%	-$4.39M	0.61%	49
2025 Q3	$15.8M	Buy	+111,000	New	+$15.3M	0.87%	35
2019 Q4	–	Sell	-175,000	Closed	-$5.93M	–	24
2019 Q3	$5.93M	Buy	+175,000	New	+$6.09M	0.99%	20

Other funds holding DDOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Discovery Capital Management's DDOG Position: Q2 2026 in Review

Discovery Capital Management opened a new position in Datadog (DDOG) in Q2 2026: 13,680 shares worth $3.56M. The stake represents 0.15% of the portfolio and ranks #69 among its holdings. This is a return to the name: Discovery Capital Management previously reported a position in DDOG as recently as Q4 2025.

Discovery Capital Management first reported a position in DDOG in Q3 2019 and has held it in 4 quarters since. The position peaked at $15.8M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold DDOG as of Q2 2026.

Discovery Capital Management held 13,680 shares of Datadog worth $3.56M as of Q2 2026.
Datadog was a new Discovery Capital Management position in Q2 2026.
Datadog made up 0.15% of Discovery Capital Management's portfolio in Q2 2026, its #69 holding.
Discovery Capital Management first reported a position in Datadog in Q3 2019 and has held it in 4 quarters since.
Discovery Capital Management's Datadog position peaked at $15.8M in Q3 2025.
1,276 funds tracked by Wall St. Rank held Datadog as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.