13F Portfolios

RDST Capital LLC: DATADOG INC (DDOG): Quarterly 13F Position History

As of Q1 2026, RDST Capital LLC reported 597,085 shares of DATADOG INC (DDOG), worth $70.5M and representing 6.8% of its 13F equity book. Quarter-over-quarter share count change: + 224,735 (+60.4%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 597,085 +224,735 +60.4% $70.5M 6.8% $118.0
Q4 2025 372,350 102,745 -21.6% $50.6M 4.8% $136.0
Q3 2025 475,095 +8,430 +1.8% $67.7M 6.4% $142.4
Q2 2025 466,665 +139,215 +42.5% $62.7M 6.3% $134.3
Q1 2025 327,450 $32.5M 4.6% $99.2

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did RDST Capital LLC first disclose a DDOG position in 13F-HR filings?

RDST Capital LLC first reported DATADOG INC (DDOG) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.

What was RDST Capital LLC's most recent quarter-over-quarter share-count change in DDOG?

Between Q4 2025 and Q1 2026, RDST Capital LLC added 224,735 shares of DDOG (+60.4%), bringing the total reported position to 597,085 shares at a market value of $70.5M.

Does the implied price-per-share represent RDST Capital LLC's cost basis in DDOG?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.