What Makes Dynatrace (DT) a Great Deterministic Data-Oriented Company?
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 17,200 | $636,056 | -36% | 0% | |
| 2. | Walleye Capital Will England | 14,191 | $524,783 | +287% | 0% |
| 3. | 10,200 | $377,196 | -22% | 0% | |
| 4. | Bayforest Capital Theodoros Tsagaris | 1,514 | $55,988 | -77% | 0.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $35.75 | 3,000 | $107,250.00 | 3,454 | 2026-03-03 | Filing | |
| $58.38 | 2,500 | $145,940.00 | 12,500 | 2021-12-13 | Filing | |
| $39.90 | 2,500 | $99,750.00 | 188,800 | 2022-03-08 | Filing | |
| $42.00 | 200 | $8,400.00 | 500 | 2022-02-17 | Filing | |
| $41.50 | 2,500 | $103,750.00 | 186,300 | 2022-02-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.21 | 59 | $2,313.39 | 1,470 | 2026-03-05 | Filing | |
| $39.21 | 10 | $392.10 | 1,412 | 2026-03-05 | Filing | |
| $39.21 | 16 | $627.36 | 1,403 | 2026-03-05 | Filing | |
| $45.27 | 7,505 | $339,751.35 | 8,925 | 2025-12-10 | Filing | |
| $44.83 | 59 | $2,644.68 | 1,388 | 2025-12-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,486,091 | $609,655,645 | 0.03% | |
| 2. | 15,809,223 | $584,649,195 | 0.62% | |
| 3. | 13,373,938 | $494,568,227 | 0.01% | |
| 4. | 11,117,652 | $411,130,770 | 0.06% | |
| 5. | 4,209,594 | $155,670,786 | 0.65% |