← Top Holdings

DDOGDATADOG INC

CUSIP: 23804L103

2

Guru Owners

$55.2M

Total Value Held

406,049

Total Shares

$52.5M
0.56%
$2.7M
0.01%

📊 Fundamentals

Market Cap$44.3B
P/E Ratio405.6x
Above market avg
Forward P/E47.6x
P/FCF50.4x
EPS (TTM)$0.31
Revenue (TTM)$3.4B
Profit Margin3.14%
Beta1.36

52-Week Range

$81.63
$201.69

Current: $125.75

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 405.6x trailing earnings → 47.6x forward · 3.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$104.2M$208.4M$312.7M$416.9MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $55.2M
INCREASEDLee Ainslie$52.5M
REDUCEDRay Dalio$2.7M
Q3 '252 owners · $51.5M
REDUCEDLee Ainslie$48.6M
NEWRay Dalio$2.8M
Q2 '251 owners · $69.3M
Q1 '251 owners · $5.7M
Q4 '242 owners · $235.7M
Q3 '241 owners · $112.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
20%analyst est. 19.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
25.7%current: 25.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

DDOG: Held by 2 superinvestors · 15 congress member trades

$1,001 - $15,0002025-11-10
$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-07
$1,001 - $15,0002025-08-26
$1,001 - $15,0002025-08-13
$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-07-25
$1,001 - $15,0002025-06-11
$1,001 - $15,0002025-06-06
$1,001 - $15,0002025-05-21
$1,001 - $15,0002025-05-16
$1,001 - $15,0002025-03-19
$1,001 - $15,0002025-02-07
DDOG Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker