← Holdings
DDOG

DATADOG INC - CLASS A

2 managers · $611M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$611M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-56.28%$351M0.32%Long-term growth / Global allocation
SandsⓘTrim-28.91%$260M0.97%High-conviction growth / Innovation-led
What managers sayⓘ
2026-08-11Colossus (Invest Like the Best / Business Breakdowns)NeutralEric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]Detail →
2026-07-07Baillie GiffordBullGlobal Alpha Forum: the changing growth opportunity setDetail →
2026-07-01The Monks Investment Trust (Baillie Gifford)BullMonks Valuation - 31 May 2026Detail →
2026-04-28Starboard Value LPNeutralStarboard Value LP Letter to DT Management and BoardDetail →
2026-02-11Colossus (Invest Like the Best / Business Breakdowns)NeutralCloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]Detail →
2025-12-19Baillie Gifford American FundNeutralBaillie Gifford Overseas Growth Funds ICVC Interim Report - October 2025Detail →
2025-09-30Baillie Gifford Global Alpha Growth FundNeutralBaillie Gifford UK & Balanced Funds ICVC Interim Report - July 2025Detail →
2024-12-17Colossus (Invest Like the Best / Business Breakdowns)BullScott Wu - Building Cognition - [Invest Like the Best, EP.402]Detail →
Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 35% · latest net margin 3.1% · FCF consistently positive

Revenue$3.43B
Rev. YoY+27.7%
Gross margin80%
Net margin3.1%
Net income$0.11B
Free cash flow$1.00B
Operating cash flow$1.05B
ROE2.9%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.