Balyasny Asset Management L.P.

Position in DDOG — Datadog, Inc.

CIK 1218710 Chicago, IL

Back to DDOG Full portfolio

Position in DDOG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$174,059,058

+$162,684,040 QoQ

Shares Held

1,474,452

+1662.7% QoQ

Ownership

0.414%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in DDOG Over Time

Shares Held

Position Value (USD)

Derivatives in DDOG

reported options exposure · as of Mar 31, 2026

CallValue

$1,156,890

CallShares

9,800

PutValue

$2,738,760

PutShares

23,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Mar 31, 2026

Balyasny Asset Management L.P. holds $1,081,197,058 across 75 Software - Application names. DDOG ranks #1 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc. This page	1,474,452	$174,059,058
2	CWAN	Clearwater Analytics Holdings, Inc.	7,313,635	$172,967,467
3	INTU	Intuit Inc.	203,328	$87,914,960
4	GRAB	Grab Holdings Ltd	16,773,762	$61,391,968
5	SNOW	Snowflake Inc.	393,273	$59,313,433
6	ESTC	Elastic N.V.	948,382	$47,409,616
7	ALIT	Alight, Inc. / Delaware	3,543,853	$41,300,062
8	TYL	Tyler Technologies Inc	111,561	$38,196,255

All Filings in DDOG

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,738,760	23,200	-98.4%	Put	Sole	2026-05-15
2026-03-31	$174,059,058	1,474,452	+14945.4%	Shares	Sole	2026-05-15
2026-03-31	$1,156,890	9,800	-88.3%	Call	Sole	2026-05-15
2025-12-31	$11,375,018	83,646	-35.3%	Shares	Other	2026-02-17
2025-12-31	$17,569,908	129,200	+329.2%	Put	Sole	2026-02-17
2025-12-31	$4,093,299	30,100	-73.3%	Call	Sole	2026-02-17
2025-09-30	$16,034,240	112,600	+3.6%	Call	Sole	2025-11-14
2025-09-30	$15,478,880	108,700	+52.8%	Put	Sole	2025-11-14
2025-09-30	$10,133,041	71,159	-17.3%	Shares	Sole	2025-11-14
2025-06-30	$11,552,380	86,000	-30.3%	Put	Sole	2025-08-14
2025-06-30	$16,562,889	123,300	-89.6%	Call	Sole	2025-08-14
2025-06-30	$159,202,677	1,185,161	+4906.6%	Shares	Sole	2025-08-14
2025-03-31	$2,348,499	23,672	-68.1%	Shares	Sole	2025-05-15
2025-03-31	$7,361,382	74,200	-14.0%	Call	Sole	2025-05-15
2025-03-31	$8,561,823	86,300	+153.8%	Put	Sole	2025-05-15
2024-12-31	$4,858,260	34,000	-71.6%	Put	Sole	2025-02-14
2024-12-31	$17,103,933	119,700	-48.0%	Call	Sole	2025-02-14
2024-09-30	$26,475,306	230,100	-72.6%	Call	Sole	2024-11-14
2024-09-30	$96,617,262	839,712	+8297.1%	Shares	Sole	2024-11-14
2024-06-30	$1,296,900	10,000	-84.6%	Put	Sole	2024-08-14
2024-06-30	$8,442,819	65,100	-85.1%	Call	Sole	2024-08-14
2024-06-30	$56,617,725	436,562	+4265.6%	Shares	Sole	2024-08-14
2024-03-31	$1,236,000	10,000	-98.4%	Put	Sole	2024-05-13
2024-03-31	$77,934,744	630,540	+740.7%	Shares	Sole	2024-05-13
2024-03-31	$9,270,000	75,000	-84.7%	Call	Sole	2024-05-13
2023-12-31	$59,321,804	488,728	+21149.0%	Shares	Sole	2024-02-14
2023-12-31	$279,174	2,300	-99.8%	Put	Sole	2024-02-14
2023-06-30	$130,734,918	1,328,877	+3968.4%	Shares	Other	2023-08-14
2023-03-31	$2,373,293	32,663	-63.7%	Shares	Other	2023-05-15
2022-12-31	$6,615,000	90,000	+336.0%	Put	Sole	2023-02-14
2022-12-31	$1,517,260	20,643	-81.4%	Shares	Other	2023-02-14
2022-06-30	$10,561,068	110,889	+60.6%	Shares	Sole	2022-08-15
2022-03-31	$10,458,852	69,049	-87.5%	Shares	Sole	2022-05-16
2021-12-31	$98,178,150	551,222	+17.9%	Shares	Sole	2022-02-14
2021-09-30	$66,092,150	467,578	+234.0%	Shares	Sole	2021-12-01
2021-06-30	$14,570,159	139,990	+600.0%	Shares	Sole	2021-08-16
2021-06-30	$2,081,600	20,000	-90.2%	Call	Sole	2021-08-16
2020-12-31	$20,105,188	204,238	-32.0%	Shares	Sole	2021-02-16
2020-03-31	$10,810,478	300,458	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.