Lee Ainslie's DDOG Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 386,254 shares of Datadog, Inc. (DDOG) worth $52.53 M, representing 0.56% of the portfolio. First purchased in 2020-Q4, this short-term holding has been held for 8 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in DDOG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 516,079 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +44,842 | Add 13.13% | 386,254 | $135.99 |
| Q3 2025 | -174,667 | Reduce 33.85% | 341,412 | $142.40 |
| Q2 2025 | +516,079 | New Buy | 516,079 | $134.33 |
| Q2 2022 | -174,110 | Sold Out | 0 | $0.00 |
| Q1 2022 | +36,170 | Add 26.22% | 174,110 | $151.47 |
| Q4 2021 | +137,940 | New Buy | 137,940 | $178.11 |
| Q1 2021 | -1,406 | Sold Out | 0 | $0.00 |
| Q4 2020 | +1,406 | New Buy | 1,406 | $98.15 |
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 8 quarters since Q4 2020.
Lee Ainslie's largest addition to Datadog, Inc. (DDOG) was in Q2 2025, adding 516,079 shares worth $69.32 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 386,254 shares of Datadog, Inc. (DDOG), valued at approximately $52.53 M.
As of the Q4 2025 filing, Datadog, Inc. (DDOG) represents approximately 0.56% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Datadog, Inc. (DDOG) was 516,079 shares, as reported at the end of Q2 2025.