Light Street Capital Management’s Datadog DDOG Stock Holding History

Light Street 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 Q1	$4.72M	Buy	+40,000	New	+$4.94M	0.88%	20
2025 Q4	–	Sell	-207,000	Closed	-$29.5M	–	28
2025 Q3	$29.5M	Buy	+207,000	New	+$28.5M	4.96%	9
2023 Q1	–	Sell	-195,371	Closed	-$14.4M	–	28
2022 Q4	$14.4M	Sell	195,371 -107,827	-36%	-$8.42M	5.35%	10
2022 Q3	$26.9M	Sell	303,198 -59,395	-16%	-$5.98M	6.85%	2
2022 Q2	$34.5M	Sell	362,593 -54,097	-13%	-$5.95M	2.82%	6
2022 Q1	$63.1M	Buy	416,690 +82,050	+25%	+$12M	4.09%	4
2021 Q4	$59.6M	Buy	334,640 +29,300	+10%	+$4.97M	3.56%	8
2021 Q3	$43.2M	Sell	305,340 -141,560	-32%	-$17.9M	2.16%	21
2021 Q2	$46.5M	Buy	+446,900	New	+$40.4M	2.02%	21
2020 Q4	–	Sell	-539,679	Closed	-$55.1M	–	47
2020 Q3	$55.1M	Sell	539,679 -82,997	-13%	-$7.22M	1.73%	24
2020 Q2	$54.1M	Sell	622,676 -712,000	-53%	-$43.3M	2.25%	19
2020 Q1	$48M	Buy	+1,334,676	New	+$55M	2.53%	17

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

Light Street Capital Management's DDOG Position: Q1 2026 in Review

Light Street Capital Management opened a new position in Datadog (DDOG) in Q1 2026: 40,000 shares worth $4.72M. The stake represents 0.88% of the portfolio and ranks #20 among its holdings. This is a return to the name: Light Street Capital Management previously reported a position in DDOG as recently as Q3 2025.

Light Street Capital Management first reported a position in DDOG in Q1 2020 and has held it in 12 quarters since. The position peaked at $63.1M in Q1 2022. 1,053 funds tracked by Wall St. Rank hold DDOG as of Q1 2026.

Light Street Capital Management held 40,000 shares of Datadog worth $4.72M as of Q1 2026.
Datadog was a new Light Street Capital Management position in Q1 2026.
Datadog made up 0.88% of Light Street Capital Management's portfolio in Q1 2026, its #20 holding.
Light Street Capital Management first reported a position in Datadog in Q1 2020 and has held it in 12 quarters since.
Light Street Capital Management's Datadog position peaked at $63.1M in Q1 2022.
1,053 funds tracked by Wall St. Rank held Datadog as of Q1 2026.

Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.