Strategy Capital LLC

Position in DDOG — Datadog, Inc.

CIK 1592413 Los Altos, CA

Position in DDOG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$86,258,662

-$12,237,127 QoQ

Shares Held

730,696

+0.9% QoQ

Ownership

0.205%

of shares outstanding

% of Portfolio

7.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 95.08865519997373.ToString("F0")% Shared 0.ToString("F0")% None 4.911344800026277.ToString("F0")%

Technology · as of Mar 31, 2026

Strategy Capital LLC holds $281,980,119 across 2 Software - Application names. DDOG ranks #2 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SHOP	Shopify Inc.	1,649,987	$195,721,457
2	DDOG	Datadog, Inc. This page	730,696	$86,258,662

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$86,258,662	730,696	+0.9%	Shares	Sole	2026-05-14
2025-12-31	$98,495,789	724,287	-10.4%	Shares	Sole	2026-02-13
2025-09-30	$115,102,916	808,307	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$108,860,897	810,399	+4.5%	Shares	Sole	2025-08-13
2025-03-31	$76,913,544	775,260	-4.9%	Shares	Sole	2025-07-29
2024-12-31	$116,504,647	815,345	-3.8%	Shares	Sole	2025-02-13
2024-09-30	$97,546,027	847,784	+13.3%	Shares	Sole	2024-11-14
2024-06-30	$97,083,340	748,580	-34.3%	Shares	Sole	2024-08-13
2024-03-31	$140,742,825	1,138,696	+2.1%	Shares	Sole	2024-05-14
2023-12-31	$135,433,376	1,115,780	-6.3%	Shares	Sole	2024-02-13
2023-09-30	$108,515,517	1,191,300	-14.2%	Shares	Sole	2023-11-14
2023-06-30	$136,644,212	1,388,943	+6.5%	Shares	Sole	2023-08-11
2023-03-31	$94,771,164	1,304,310	+12.5%	Shares	Sole	2023-05-12
2022-12-31	$85,238,832	1,159,712	+2.2%	Shares	Sole	2023-02-14
2022-09-30	$100,762,459	1,134,968	+11.0%	Shares	Sole	2022-11-10
2022-06-30	$97,383,280	1,022,504	+71.5%	Shares	Sole	2022-08-12
2022-03-31	$90,292,933	596,111	+50.6%	Shares	Sole	2022-05-13
2021-12-31	$70,517,133	395,919	+7.5%	Shares	Sole	2022-02-11
2021-09-30	$52,068,110	368,363	+3.4%	Shares	Sole	2021-11-12
2021-06-30	$37,082,975	356,293	+3.0%	Shares	Sole	2021-08-12
2021-03-31	$28,817,555	345,783	-1.2%	Shares	Sole	2021-05-14
2020-12-31	$34,445,140	349,910	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.