Larry Robbins's DOCN Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 250,000 shares of DigitalOcean Holdings, Inc. (DOCN) worth $21.44 M, representing 0.54% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Larry Robbins has initiated a new position in DOCN, representing a fresh investment thesis on this company. Largest reduction occurred in Q1 2026, reducing 1.75 M shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's DigitalOcean Holdings (DOCN) Holding Value Over Time
Track share changes against reported price movement
Quarterly DigitalOcean Holdings (DOCN) Trades by Larry Robbins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1.75 M | Reduce 87.53% | 250,000 | $85.78 |
| Q4 2025 | +2 M | New Buy | 2 M | $48.12 |
Larry Robbins's DigitalOcean Holdings Investment FAQs
Larry Robbins first purchased DigitalOcean Holdings, Inc. (DOCN) in Q4 2025, acquiring 2,004,299 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins has held DigitalOcean Holdings, Inc. (DOCN) for 2 quarters since Q4 2025.
Larry Robbins's largest addition to DigitalOcean Holdings, Inc. (DOCN) was in Q4 2025, adding 2,004,299 shares worth $96.45 M.
According to the latest 13F filing for Q1 2026, Larry Robbins's firm, Glenview Capital Management, LLC, owns 250,000 shares of DigitalOcean Holdings, Inc. (DOCN), valued at approximately $21.44 M.
As of the Q1 2026 filing, DigitalOcean Holdings, Inc. (DOCN) represents approximately 0.54% of Larry Robbins's publicly disclosed stock portfolio, making it one of their key holdings.
Larry Robbins's peak holding in DigitalOcean Holdings, Inc. (DOCN) was 2,004,299 shares, as reported at the end of Q4 2025.