Letters by company
Datadog, Inc.
5 letters discussing DDOG. Everything written about it on this site is on its ticker page.
- Vision Capital Fund Vision Capital Fund - Q3 2026 Quarterly Letter Vision Capital Fund exited The Trade Desk after concluding that structural revenue deceleration, product setbacks, and intensifying competition had made it a value trap. The fund initiated Datadog and Alphabet, citing cloud observability demand, AI-driven platform expansion, Google’s custom-chip lead, and accelerating cloud growth. Q3 2026 TTD $7.6BDDOG $67BGOOGL $3.6T
- Bailard Bailard Technology Strategy Quarterly Report Bailard Technology Strategy added AMD, Coherent and Qualcomm to broaden AI compute and connectivity exposure, while adding Atlassian and trimming Datadog, Palo Alto Networks, Apple and Uber. The strategy favors infrastructure suppliers with durable demand, but tests software holdings for proprietary data, essential workflows, paid AI adoption and pricing power. Q3 2026 COHR $46BDDOG $67BPANW $274B
- ClearBridge Investments Mid Cap Growth Strategy ClearBridge Mid Cap Growth added AI infrastructure names Lumentum and Sterling Infrastructure while building positions in BWX Technologies and Insmed. It exited SailPoint, Doximity, Advanced Drainage Systems and Entegris, arguing that durable value will favor selected infrastructure, industrial and health care businesses over speculative AI narratives. Second Quarter 2026 ALAB $40BDDOG $67BFTNT $94B
- RiverPark Funds RiverPark Long/Short Opportunity Fund First Quarter 2026 Performance Summary RiverPark Long/Short Opportunity Fund retained software longs including Microsoft, ServiceNow and Datadog, arguing that enterprise software coordinates institutional workflows and that AI is creating demand rather than displacing revenue. The fund exited Pinterest amid advertising weakness and increased short exposure while remaining cautious on richly valued semiconductor shares. First Quarter 2026 ADBE $92BADSK $54BAMAT $314B
- Glass Lake Wealth Management 3Q 2026 Investment Letter Glass Lake Wealth Management argues that resilient earnings and hyperscaler AI spending have supported equities despite higher yields, while energy-driven inflation and the Iran War threaten the debt-funded AI buildout. It trimmed Legacy Housing and CrowdStrike, added MSCI and PTC, increased fixed-income allocations, and tax-loss harvested CoStar Group. 3Q 2026 AMZN $2.9TCRWD $235BGOOGL $3.6T
