DDOG·DATADOG INC - CLASS A
Latest quarter · 2025-Q2
Comparing each investor's own latest 13F vs prior · most institutions have filed 2025-Q22025-Q2 0 new, 2 added, 7 trimmed, 0 exited, net −$451M
Cathie (ARK) uses a 90-day daily comparison; the ADD row includes her window result. A few institutions' latest 13F is still the prior quarter, flagged below.
Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter | Entry Price Range |
|---|---|---|---|---|---|
Ba Baillie Gifford & Co Baillie Gifford & Co | $364M | 1.1% | TRIM2026-Q1 | Before 2020-Q1 | — |
Br Brad Gerstner / Altimeter Altimeter Capital Management LP | $118M | 2.4% | HOLD2025-Q2 | Before 2020-Q1 | — |
Ch Chase Coleman / Tiger Global Tiger Global Management LLC | $96M | 0.6% | TRIM2023-Q2 | 2019-Q3 | $30.5–$41.4 |
Ph Philippe Laffont / Coatue Coatue Management LLC | $96M | 0.7% | HOLD2024-Q4 | Before 2020-Q1 | — |
Al Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $60M | 1.1% | TRIM2023-Q4 | Before 2020-Q1 | — |
Ga Gavin Baker / Atreides Management Atreides Management LP | $59M | 2.4% | ADD2024-Q2 | Before 2020-Q1 | — |
Ca Cathie Wood / ARK Invest ARK Investment Management LLC | $47M | 0.7% | TRIM90-day window | Before 2020-Q1 | — |
Te Temasek Holdings Temasek Holdings (Private) Ltd | $38M | 0.5% | ADD2025-Q2 | Before 2020-Q1 | — |
St Stan Druckenmiller / Duquesne Family Office Duquesne Family Office LLC | $24M | 4.4% | TRIM2022-Q4 | Before 2020-Q1 | — |
Da Dan Sundheim / D1 Capital D1 Capital Partners L.P. | $23M | 1.6% | TRIM2023-Q2 | Before 2020-Q1 | — |
Le Lei Zhang / HHLR Advisors HHLR Advisors, Ltd. | $10M | 3.1% | TRIM2023-Q4 | Before 2020-Q1 | — |
* Cathie uses a 90-day daily window comparison; action semantics differ slightly from quarterly 13F
Holder Count: count of the 24 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 24 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Entry Price Range: OHLC range of the quarter when the investor's holding first appeared in 13F; positions predating our coverage show "—".
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-06