MCM
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Marsico Capital Management’s Datadog DDOG Stock Holding History

Marsico 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 		$29.4M Buy
+112,884
New +$21M 0.77% 30
2022
Q3 		– Sell
-38,217
Closed -$3.64M – 78
2022
Q2 		$3.64M Hold
38,217
– – 0.18% 65
2022
Q1 		$5.79M Hold
38,217
– – 0.2% 62
2021
Q4 		$6.81M Buy
38,217
+2,055
+6% +$349K 0.2% 60
2021
Q3 		$5.11M Hold
36,162
– – 0.16% 73
2021
Q2 		$3.76M Hold
36,162
– – 0.09% 77
2021
Q1 		$3.01M Buy
36,162
+20,586
+132% +$1.98M 0.08% 83
2020
Q4 		$1.53M Buy
15,576
+7,467
+92% +$745K 0.04% 86
2020
Q3 		$828K Buy
+8,109
New +$706K 0.02% 88

Other funds holding DDOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Marsico Capital Management opened a new position in Datadog (DDOG) in Q2 2026: 112,884 shares worth $29.4M. The stake represents 0.77% of the portfolio and ranks #30 among its holdings. This is a return to the name: Marsico Capital Management previously reported a position in DDOG as recently as Q2 2022.

Marsico Capital Management first reported a position in DDOG in Q3 2020 and has held it in 9 quarters since. 1,283 funds tracked by Wall St. Rank hold DDOG as of Q2 2026.

  • Marsico Capital Management held 112,884 shares of Datadog worth $29.4M as of Q2 2026.
  • Datadog was a new Marsico Capital Management position in Q2 2026.
  • Datadog made up 0.77% of Marsico Capital Management's portfolio in Q2 2026, its #30 holding.
  • Marsico Capital Management first reported a position in Datadog in Q3 2020 and has held it in 9 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Datadog as of Q2 2026.

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