DDOG
Datadog, Inc. · Technology · Software - Application
动量输入(同类管理人):
持有人广度 -13.6% ·
股份流向 +4.2% ·
净新建仓位 -15.8%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q1 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 170 | +2 | 238.50M | $61.92B | +6 | −3 |
| Q1 2026 | 170 | 0 | 234.66M | $27.69B | +5 | −6 |
| Q4 2025 | 169 | -1 | 255.42M | $34.72B | +1 | −1 |
| Q3 2025 | 24 | -1 | 157.67M | $22.45B | +1 | −3 |
| Q2 2025 | 23 | +1 | 108.74M | $14.60B | +2 | −1 |
| Q1 2025 | 19 | -3 | 42.03M | $4.17B | +1 | −4 |
| Q4 2024 | 22 | +2 | 40.34M | $5.76B | +2 | — |
| Q3 2024 | 19 | 0 | 36.08M | $4.15B | +1 | −1 |
| Q2 2024 | 19 | — | 38.18M | $4.95B | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 12.27M | +12.6% | $1.22B | 1.1% | ▲ Add | 4 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 12.27M | +12.6% | $1.22B | 1.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 12.27M | +12.6% | $1.22B | 1.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 12.27M | +12.6% | $1.22B | 1.1% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 6.73M | +23.1% | $667.61M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 6.73M | +23.1% | $667.61M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (被动) | 6.61M | -0.5% | $655.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (被动) | 6.61M | -0.5% | $655.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (被动) | 5.59M | -1.7% | $553.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Geode Capital Management ✦ (被动) | 5.59M | -1.7% | $553.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Norges Bank ✦ (被动) | 3.18M | -1.8% | $315.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 1.67M | -13.4% | $165.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 1.67M | -13.4% | $165.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Wellington Management ✦ | 1.67M | -13.4% | $165.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Wellington Management ✦ | 1.67M | -13.4% | $165.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Wellington Management ✦ | 1.67M | -13.4% | $165.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 1.67M | -13.4% | $165.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Wellington Management ✦ | 1.67M | -13.4% | $165.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 1.16M | +11.3% | $115.12M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 924.68K | +103.2% | $90.35M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 924.68K | +103.2% | $90.35M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 924.68K | +103.2% | $90.35M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 924.68K | +103.2% | $90.35M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 924.68K | +103.2% | $90.35M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 924.68K | +103.2% | $90.35M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 26 | Millennium Management ✦ | 764.15K | -19.9% | $75.81M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 27 | Arrowstreet Capital ✦ | 756.54K | -0.8% | $75.06M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 493.35K | +35139.4% | $48.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Adage Capital Partners ✦ | 420.00K | +449.0% | $41.67M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 398.50K | +77.6% | $39.54M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 376.89K | +269.9% | $37.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 376.89K | +269.9% | $37.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Soros Fund Management ✦ | 299.96K | +56.1% | $29.76M | 0.8% | ▲ Add | 4 | SEC ↗ |
| 34 | Marshall Wace ✦ | 145.88K | -68.2% | $14.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Marshall Wace ✦ | 145.88K | -68.2% | $14.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Marshall Wace ✦ | 145.88K | -68.2% | $14.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | ARK Investment Management ✦ | 139.62K | +9.7% | $13.85M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 38 | Bridgewater Associates ✦ | 57.52K | 新增 | $5.71M | 0.0% | New | 1 | SEC ↗ |
| 39 | Gotham Asset Management ✦ | 42.10K | -4.8% | $4.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Bridgewater Associates | $5.71M | 0.0% |
已清仓
| Tiger Global Management | $139.95M | 曾为 0.5% |
| Coatue Management | $95.73M | 曾为 0.3% |
| D. E. Shaw & Co. | $53.50M | 曾为 0.1% |
| Fisher Asset Management | $203,468 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1,045 持有人, 273.62M 股份, $30.21B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director · 3.44K 股 · $802,134
Officer, Director · 19.22K 股 · $4.49M
Officer, Director · 5.79K 股 · $1.36M
Officer, Director · 9.40K 股 · $2.22M
Officer, Director · 2.40K 股 · $568,264
Officer, Director · 1.10K 股 · $260,555
Officer, Director · 909 股 · $217,204
Officer, Director · 1.09K 股 · $262,365
Officer, Director · 200 股 · $48,227
Officer, Director · 1.34K 股 · $326,321
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论