← 机构持仓
DDOG

DATADOG INC - CLASS A

2 家机构 · 合计 $611M
数据: SEC EDGAR 13F · 2026Q2
大师持有数 · 近 5 季ⓘ
2
2025Q2 – 2026Q2 · 与上季持平
总仓位
$611M
追踪机构合计持仓市值
本季净动作
↓ 减持
按持仓机构股数加权
持仓机构本季动作仓位价值占其组合风格
Baillie Giffordⓘ减仓-56.28%$351M0.32%长期成长 / 全球配置
Sandsⓘ减仓-28.91%$260M0.97%激进成长 / 创新驱动集中持股
机构如何谈论它ⓘ
2026-08-11Colossus (Invest Like the Best / Business Breakdowns)中性Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]详情 →
2026-07-07Baillie Gifford看多Global Alpha Forum: the changing growth opportunity set详情 →
2026-07-01The Monks Investment Trust (Baillie Gifford)看多Monks Valuation - 31 May 2026详情 →
2026-04-28Starboard Value LP中性Starboard Value LP Letter to DT Management and Board详情 →
2026-02-11Colossus (Invest Like the Best / Business Breakdowns)中性Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]详情 →
2025-12-19Baillie Gifford American Fund中性Baillie Gifford Overseas Growth Funds ICVC Interim Report - October 2025详情 →
2025-09-30Baillie Gifford Global Alpha Growth Fund中性Baillie Gifford UK & Balanced Funds ICVC Interim Report - July 2025详情 →
2024-12-17Colossus (Invest Like the Best / Business Breakdowns)看多Scott Wu - Building Cognition - [Invest Like the Best, EP.402]详情 →
财报电话会ⓘ

暂无财报电话数据

财务速览ⓘFY2025 · 来源: SEC EDGAR 10-K

近5年营收年化 35% · 最新净利率 3.1% · 自由现金流持续为正

营收$3.43B
营收同比+27.7%
毛利率80%
净利率3.1%
净利润$0.11B
自由现金流$1.00B
经营现金流$1.05B
ROE2.9%

来源：SEC EDGAR 公司年报(10-K)。外国发行人(20-F/IFRS)暂未覆盖。