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NASDAQ · Consumer Discretionary

DRAFTKINGS INC DKNG

DraftKings Inc. operates as a digital sports entertainment and gaming company in the United States and internationally. The company offers online and retail sports betting, daily fantasy sports, digital lottery couriers, prediction markets, and other products, as well as retails sportsbooks.

Sources StockAnalysis company profile stockanalysis.com
Services-Misc. Amusement & Recreation

Company profile

Business mix

  • The company offers online and retail sports betting, daily fantasy sports, digital lottery couriers, prediction markets, and other products, as well as retails sportsbooks.
  • It also provides iGaming, or online casino products, which includes blackjack, roulette, baccarat and slot machines.
  • In addition, the company engages in the design and development of sports betting and casino gaming software for online and retail sportsbooks, and iGaming operators.
  • DraftKings Inc. was founded in 2011 and is headquartered in Boston, Massachusetts.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in gambling?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 272.18 FCF 5.77% Buyback -2.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $156.0M 2026-03-31
Baron Capital Ron Baron 0.3% $91.2M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 3 Last 4 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $32.0M Estimated from net added shares
Reduction amount $347.7M Estimated from net reduced shares
Net share change / base shares -31.6% -5,282,569 / 16,714,592
Viking Global Investors Andreas Halvorsen 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$561.1M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 27.4% 13F value change +$97.7M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$658.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 33.9% 13F value change +$66.4M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 11.9% 13F value change -$3.9M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 13.8% 13F value change +$7.5M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -9.7% 13F value change -$69.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,740,463 Last 4 periods +1,478,303 (+53.9%) Total shares 4,218,766 Value $91.2M
Eminence Capital Ricky Sandler 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -8.1% 13F value change +$32.1M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 31.9% 13F value change +$30.6M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 34.3% 13F value change +$55.7M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$290.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,178,083 Last 4 periods -5,178,083 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -5.5% 13F value change +$61.5M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -3.1% 13F value change -$52.6M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -3.0% 13F value change -$30.6M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -3.2% 13F value change -$100.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 8,390,236 Last 4 periods -1,176,979 (-14.0%) Total shares 7,213,257 Value $156.0M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 110.1% 13F value change +$14.5M
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$31.9M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 405,810 Last 4 periods -405,810 (-100.0%) Total shares 0 Value $0
Whale Rock Capital Management Alex Sacerdote 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$202.6M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -12.5% 13F value change +$26.3M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$229.0M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Glenview Capital Management Larry Robbins 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$15.6M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$15.6M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.