Ashe Capital Management, LP

Position in DDOG — Datadog, Inc.

CIK 1632715 Englewood Cliffs, NJ

Position in DDOG

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

Position Value

$86,942,998

-$15,932,485 QoQ

Shares Held

736,493

-2.6% QoQ

Ownership

0.207%

of shares outstanding

% of Portfolio

13.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Technology · as of Mar 31, 2026

Ashe Capital Management, LP holds $447,779,624 across 3 Software - Application names. DDOG ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	1,647,738	$195,454,681
2	APPF	Appfolio Inc	1,047,915	$165,381,945
3	DDOG	Datadog, Inc. This page	736,493	$86,942,998

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$86,942,998	736,493	-2.6%	Shares	Sole	2026-05-15
2025-12-31	$102,875,483	756,493	-19.0%	Shares	Sole	2026-02-17
2025-09-30	$132,984,227	933,878	0.0%	Shares	Sole	2025-11-14
2025-06-30	$125,447,831	933,878	0.0%	Shares	Sole	2025-08-14
2025-03-31	$92,650,036	933,878	0.0%	Shares	Sole	2025-05-15
2024-12-31	$133,441,827	933,878	-22.0%	Shares	Sole	2025-02-14
2024-09-30	$137,758,921	1,197,279	0.0%	Shares	Sole	2024-11-14
2024-06-30	$155,275,113	1,197,279	0.0%	Shares	Sole	2024-08-14
2024-03-31	$147,983,684	1,197,279	0.0%	Shares	Sole	2024-05-15
2023-12-31	$145,325,725	1,197,279	-11.7%	Shares	Sole	2024-02-13
2023-09-30	$123,452,364	1,355,279	0.0%	Shares	Sole	2023-11-14
2023-06-30	$133,332,348	1,355,279	0.0%	Shares	Sole	2023-08-14
2023-03-31	$98,474,572	1,355,279	0.0%	Shares	Sole	2023-05-15
2022-12-31	$99,613,006	1,355,279	0.0%	Shares	Sole	2023-02-14
2022-09-30	$120,321,669	1,355,279	0.0%	Shares	Sole	2022-11-14
2022-06-30	$129,076,771	1,355,279	0.0%	Shares	Sole	2022-08-15
2022-03-31	$205,284,110	1,355,279	0.0%	Shares	Sole	2022-05-16
2021-12-31	$241,388,742	1,355,279	0.0%	Shares	Sole	2022-02-14
2021-09-30	$191,568,686	1,355,279	0.0%	Shares	Sole	2021-11-15
2021-06-30	$141,057,438	1,355,279	+3.8%	Shares	Sole	2021-08-16
2021-03-31	$108,781,951	1,305,279	+19.5%	Shares	Sole	2021-05-17
2020-12-31	$107,484,568	1,091,879	+12.6%	Shares	Sole	2021-02-16
2020-09-30	$99,071,090	969,764	0.0%	Shares	Sole	2020-11-16
2020-06-30	$84,320,979	969,764	0.0%	Shares	Sole	2020-08-14
2020-03-31	$34,892,108	969,764	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.