MARSICO CAPITAL MANAGEMENT LLC

Position in DDOG — Datadog, Inc.

CIK 1055966 DENVER, CO

Position in DDOG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$29,390,478

+$25,750,691 QoQ

Shares Held

112,884

+195.4% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#200

of 1,262 holders

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $91,207,725 across 4 Software - Application names. DDOG ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc. This page	112,884	$29,390,478
2	SAP	Sap SE	186,261	$28,704,682
3	U	Unity Software Inc.	875,430	$25,019,789
4	YOU	Clear Secure, Inc.	145,214	$8,092,776

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,390,478	112,884	+195.4%	Shares	Sole	2026-08-13
2022-06-30	$3,639,787	38,217	0.0%	Shares	Sole	2022-08-12
2022-03-31	$5,788,728	38,217	0.0%	Shares	Sole	2022-05-13
2021-12-31	$6,806,829	38,217	+5.7%	Shares	Sole	2022-02-14
2021-09-30	$5,111,498	36,162	0.0%	Shares	Sole	2021-11-12
2021-06-30	$3,763,740	36,162	0.0%	Shares	Sole	2021-08-16
2021-03-31	$3,013,741	36,162	+132.2%	Shares	Sole	2021-05-17
2020-12-31	$1,533,301	15,576	+92.1%	Shares	Sole	2021-02-16
2020-09-30	$828,415	8,109	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.