Ashe Capital Management, LP

Position in DDOG — Datadog, Inc.

CIK 1632715 Englewood Cliffs, NJ

Back to DDOG Full portfolio

Position in DDOG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$180,037,117

+$93,094,119 QoQ

Shares Held

691,493

-6.1% QoQ

Ownership

0.193%

of shares outstanding

% of Portfolio

19.33%

of 13F equity value

Holder Rank

#62

of 1,267 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DDOG Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Ashe Capital Management, LP holds $524,220,111 across 3 Software - Application names. DDOG ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc. This page	691,493	$180,037,117
2	SHOP	Shopify Inc.	1,542,738	$176,149,824
3	APPF	Appfolio Inc	1,047,915	$168,033,170

All Filings in DDOG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$180,037,117	691,493	-6.1%	Shares	Sole	2026-08-14
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.