SEC 13F Intelligence

12 West Capital Management LP / DDOG

12 West Capital Management LP’s Datadog Inc Position

Does 12 West Capital Management LP own Datadog Inc (DDOG)? Not currently — the last reported position was 266.5K shares worth $38M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$38M
Q4 2024
Shares
266.5K
% of Portfolio
+3.99%
Quarters Held
8
position exited

Position History DDOG

Reported value by quarter
Q1 ’23: $33MQ1 ’23Q2 ’23: $49MQ2 ’23Q3 ’23: $46MQ3 ’23Q4 ’23: $55MQ4 ’23Q1 ’24: $33MQ1 ’24Q2 ’24: $35MQ2 ’24Q3 ’24: $31MQ3 ’24Q4 ’24: $38MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024266.5K$38M+3.99%
Q3 2024266.5K$31M+3.14%
Q2 2024266.5K$35M+3.55%
Q1 2024266.5K$33M+2.97%
Q4 2023451.5K$55M+4.88%
Q3 2023501.5K$46M+4.14%
Q2 2023501.5K$49M+4.23%
Q1 2023451.5K$33M+2.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12 West Capital Management LP’s full portfolio or all institutional holders of DDOG.