Kinetic Partners Management’s Datadog DDOG Stock Holding History

Kinetic Partners 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 Q1	$18.4M	Buy	+155,800	New	+$19.2M	1.03%	34
2025 Q3	–	Sell	-313,471	Closed	-$42.1M	–	46
2025 Q2	$42.1M	Buy	+313,471	New	+$34.7M	2.3%	17
2024 Q1	–	Sell	-48,700	Closed	-$5.91M	–	28
2023 Q4	$5.91M	Sell	48,700 -67,000	-58%	-$6.9M	0.5%	22
2023 Q3	$10.5M	Buy	115,700 +13,300	+13%	+$1.32M	1.04%	18
2023 Q2	$10.1M	Sell	102,400 -333,427	-77%	-$27.9M	1.02%	19
2023 Q1	$31.7M	Buy	435,827 +256,327	+143%	+$18.8M	4.35%	12
2022 Q4	$13.2M	Buy	+179,500	New	+$14M	2.31%	15

Other funds holding DDOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Kinetic Partners Management's DDOG Position: Q1 2026 in Review

Kinetic Partners Management opened a new position in Datadog (DDOG) in Q1 2026: 155,800 shares worth $18.4M. The stake represents 1.03% of the portfolio and ranks #34 among its holdings. This is a return to the name: Kinetic Partners Management previously reported a position in DDOG as recently as Q2 2025.

Kinetic Partners Management first reported a position in DDOG in Q4 2022 and has held it in 7 quarters since. The position peaked at $42.1M in Q2 2025. 1,053 funds tracked by Wall St. Rank hold DDOG as of Q1 2026.

Kinetic Partners Management held 155,800 shares of Datadog worth $18.4M as of Q1 2026.
Datadog was a new Kinetic Partners Management position in Q1 2026.
Datadog made up 1.03% of Kinetic Partners Management's portfolio in Q1 2026, its #34 holding.
Kinetic Partners Management first reported a position in Datadog in Q4 2022 and has held it in 7 quarters since.
Kinetic Partners Management's Datadog position peaked at $42.1M in Q2 2025.
1,053 funds tracked by Wall St. Rank held Datadog as of Q1 2026.

Based on Kinetic Partners Management's 13F filing for Q1 2026, filed 15 May 2026.