# Vision Capital Q3 2026 Portfolio Shifts

> Vision Capital exits The Trade Desk, adds Datadog as cloud monitoring demand grows.
- Title: Vision Capital Q3 2026 Portfolio Shifts · Seekingalpha
- Summary: 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…
- Keywords: vision capital fund, the trade desk, datadog, cloud monitoring, q3 2026, portfolio activity, money, business, Vision, Capital, 2026, Portfolio
- Source: Seekingalpha — https://seekingalpha.com/article/4953357-vision-capital-fund-q3-2026-portfolio-activity
- Author: Vision Capital
- Published: 2026-10-11T16:02:00+00:00
- Read time: 1 min
- Topics: vision capital fund, the trade desk, datadog, cloud monitoring, q3 2026, portfolio activity, money, business
## 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.
## Key takeaway

Vision Capital Fund exited The Trade Desk and added Datadog in Q3 2026 due to cloud monitoring needs.