SEC 13F Intelligence

Ashe Capital Management, LP / DDOG

Ashe Capital Management, LP’s Datadog Inc Position

Does Ashe Capital Management, LP own Datadog Inc (DDOG)? Yes — 736.5K shares worth $87M (+10.90% of its 13F portfolio) as of Q1 2026, down from 756.5K shares the prior filed quarter.

Position Value
$87M
Q1 2026
Shares
736.5K
% of Portfolio
+10.90%
Quarters Held
26
currently held

Position History DDOG

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $35MQ2 ’20: $84MQ3 ’20: $99MQ4 ’20: $107MQ4 ’20Q1 ’21: $109MQ2 ’21: $141MQ3 ’21: $192MQ4 ’21: $241MQ4 ’21Q1 ’22: $205MQ2 ’22: $129MQ3 ’22: $120MQ4 ’22: $100MQ4 ’22Q1 ’23: $98MQ2 ’23: $133MQ3 ’23: $123MQ4 ’23: $145MQ4 ’23Q1 ’24: $148MQ2 ’24: $155MQ3 ’24: $138MQ4 ’24: $133MQ4 ’24Q1 ’25: $93MQ2 ’25: $125MQ3 ’25: $133MQ4 ’25: $103MQ4 ’25Q1 ’26: $87Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026736.5K$87M+10.90%
Q4 2025756.5K$103M+9.97%
Q3 2025933.9K$133M+9.38%
Q2 2025933.9K$125M+9.77%
Q1 2025933.9K$93M+8.28%
Q4 2024933.9K$133M+10.98%
Q3 20241.20M$138M+10.97%
Q2 20241.20M$155M+12.82%
Q1 20241.20M$148M+12.08%
Q4 20231.20M$145M+12.63%
Q3 20231.36M$123M+10.25%
Q2 20231.36M$133M+10.45%
Q1 20231.36M$98M+8.92%
Q4 20221.36M$100M+10.93%
Q3 20221.36M$120M+11.49%
Q2 20221.36M$129M+11.79%
Q1 20221.36M$205M+14.34%
Q4 20211.36M$241M+15.69%
Q3 20211.36M$192M+11.52%
Q2 20211.36M$141M+8.70%
Q1 20211.31M$109M+7.42%
Q4 20201.09M$107M+6.72%
Q3 2020969.8K$99M+7.19%
Q2 2020969.8K$84M+6.48%
Q1 2020969.8K$35M+3.23%
Q4 201981.0K$3M+0.23%

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