
What smart money is saying about DraftKings Inc.
3 funds in our archive have pitched DraftKings Inc. — most recently Baron Discovery Fund in March 2026.
DraftKings Inc. operates as a leading digital enterprise specializing in sports entertainment and gaming. The company provides sophisticated multi-channel sports betting and gaming technology solutions to operators across 17 countries, facilitating diverse entertainment experiences. Directly, DraftKings manages its own iGaming services under the DraftKings brand in five U.S. states, and separately operates Golden Nugget Online Gaming, another iGaming offering, in three states. Its Sportsbook platform is accessible for both mobile and physical wagers in 18 U.S. states, all in compliance with local regulations. Beyond traditional betting, DraftKings offers its daily fantasy sports product globally in six countries, spanning 15 different sports disciplines. Further diversifying its portfolio, the company has established DraftKings Marketplace, a user-friendly digital collectibles platform featuring curated NFT releases and supporting secondary trading. It also possesses Vegas Sports Information Network (VSiN), a multi-platform content and broadcasting entity. Established in 2011, DraftKings Inc. maintains its headquarters in Boston, Massachusetts.
Fund coverage · 3 theses
- Baron Discovery FundMarch 2026
DraftKings is a leading U.S. digital betting operator with resilient core fundamentals, attractive valuation, and optionality from emerging prediction markets.
Read the full thesis - DavenportDecember 2025
DraftKings Inc. is a leading online gaming operator where temporary headwinds and fresh insider buying support confidence in strong underlying fundamentals.
Read the full thesis - Brown Advisory US Large Cap Growth FundJune 2025
DraftKings is well-positioned to leverage regulatory trends and growing consumer adoption in the expanding U.S. online gaming and sports betting market for long-term growth.
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