Lee Ainslie's DDOG Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 341,412 shares of Datadog, Inc. (DDOG) worth $48.62 M, representing 0.65% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in DDOG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 341,969 shares. Largest reduction occurred in Q3 2025, reducing 174,667 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Datadog (DDOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Datadog (DDOG) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +1,406 | New Buy | 1,406 | $98.15 |
| Q1 2021 | -1,406 | Sold Out | 1,406 | $0.00 |
| Q4 2021 | +137,940 | New Buy | 137,940 | $178.11 |
| Q1 2022 | +36,170 | Add 26.22% | 174,110 | $151.47 |
| Q2 2022 | -174,110 | Sold Out | 174,110 | $0.00 |
| Q2 2025 | +516,079 | New Buy | 516,079 | $134.33 |
| Q3 2025 | -174,667 | Reduce 33.85% | 341,412 | $142.40 |
Lee Ainslie's Datadog Investment FAQs
Lee Ainslie first purchased Datadog, Inc. (DDOG) in Q4 2020, acquiring 1,406 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Datadog, Inc. (DDOG) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Datadog, Inc. (DDOG) was in Q2 2025, adding 516,079 shares worth $69.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 341,412 shares of Datadog, Inc. (DDOG), valued at approximately $48.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Datadog, Inc. (DDOG) represents approximately 0.65% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in Datadog, Inc. (DDOG) was 516,079 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.