From Seekingalpha · Vision Capital · · 40s
Vision Capital Q3 2026 Portfolio Shifts
Vision Capital exits The Trade Desk, adds Datadog as cloud monitoring demand grows.
In brief
Vision Capital exits The Trade Desk, adds Datadog as cloud monitoring demand grows. Vision Capital Fund exited The Trade Desk and added Datadog in Q3 2026 due to cloud monitoring needs. Originally reported by Seekingalpha.
Exiting The Trade Desk
Vision Capital exited The Trade Desk in Q3 2026 as its revenue growth lagged peers like Amazon, Meta, Google, and Walmart.
Adding Datadog
Vision Capital added Datadog this quarter as cloud growth requires more monitoring, observability, and autonomy.
Google's Market Dominance
Google dominates internet with 91% search share, 69% Android phones, 68% Chrome browsers, and over 70% for YouTube, Gmail, Maps, and Play Store.
The big picture
Vision Capital Fund exited The Trade Desk and added Datadog in Q3 2026 due to cloud monitoring needs.
