SEC 13F Intelligence

Melvin Capital Management LP / DDOG

Melvin Capital Management LP’s Datadog Inc Position

Does Melvin Capital Management LP own Datadog Inc (DDOG)? Not currently — the last reported position was 2.65M shares worth $402M in Q1 2022; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$402M
Q1 2022
Shares
2.65M
% of Portfolio
+4.07%
Quarters Held
6
position exited

Position History DDOG

Reported value by quarter
Q3 ’20: $294MQ3 ’20Q4 ’20: $94MQ4 ’20Q2 ’21: $130MQ2 ’21Q3 ’21: $332MQ3 ’21Q4 ’21: $583MQ4 ’21Q1 ’22: $402MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20222.65M$402M+4.07%
Q4 20213.27M$583M+2.85%
Q3 20212.35M$332M+1.69%
Q2 20211.25M$130M+0.75%
Q4 2020950.0K$94M+0.39%
Q3 20202.88M$294M+1.47%

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