SEC 13F Intelligence

Deepwater Asset Management, LLC / DDOG

Deepwater Asset Management, LLC’s Datadog Inc Position

Does Deepwater Asset Management, LLC own Datadog Inc (DDOG)? Yes — 51.0K shares worth $6M (+3.82% of its 13F portfolio) as of Q1 2026, up from 31.5K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
51.0K
% of Portfolio
+3.82%
Quarters Held
3
currently held

Position History DDOG

Reported value by quarter
Q4 ’22: $9MQ4 ’22Q4 ’25: $4MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.0K$6M+3.82%
Q4 202531.5K$4M+1.25%
Q4 2022122.7K$9M+5.11%

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