Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TWILIO INC - A | 3.3M | $420.5M | 25.4% | $95.01 | +35.97% | 2 qtrssince 2018-Q4 | Increased 76 |
ALIBABA GROUP HOLDING-SP ADR | 1.1M | $195.3M | 11.8% | $132.09 | +31.18% | 2 qtrssince 2018-Q4 | Unchanged 0 |
DAYFORCE INC | 2.8M | $142.2M | 8.6% | $33.97 | +51.02% | 2 qtrssince 2018-Q4 | Decreased 0 |
TENCENT MUSIC ENTERTAINM-ADR | 7.9M | $142.1M | 8.6% | $13.13 | +34.84% | 2 qtrssince 2018-Q4 | Increased 60 |
SPOTIFY TECHNOLOGY SA | 937,410 | $130.1M | 7.9% | $112.16 | +23.75% | 2 qtrssince 2018-Q4 | Unchanged 0 |
GREENSKY INC | 9M | $116.7M | 7.1% | — | — | 2 qtrssince 2018-Q4 | Increased 69 |
SERVICENOW INC | 377,777 | $93.1M | 5.6% | $36.07 | +36.68% | 2 qtrssince 2018-Q4 | Decreased 0 |
58 COM INC | 1.3M | $87.6M | 5.3% | — | — | 2 qtrssince 2018-Q4 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 481,266 | $80.2M | 4.9% | $132.28 | +25.14% | 2 qtrssince 2018-Q4 | Unchanged 0 |
MERCADOLIBRE INC | 89,500 | $45.4M | 2.7% | $292.09 | +73.83% | 2 qtrssince 2018-Q4 | Unchanged 0 |
LYFT INC-A | 500,000 | $39.1M | 2.4% | $78.29 | -78.00% | 1 qtr | New 76 |
UPWORK INC | 1.6M | $30.6M | 1.9% | $17.93 | +6.75% | 2 qtrssince 2018-Q4 | Increased 49 |
NETFLIX INC | 81,805 | $29.2M | 1.8% | $25.61 | +39.24% | 2 qtrssince 2018-Q4 | Unchanged 0 |
ELASTIC N V | 300,000 | $24M | 1.4% | $69.99 | +14.12% | 2 qtrssince 2018-Q4 | Unchanged 0 |
FARFETCH LTD ORD SH CL A | 718,924 | $19.3M | 1.2% | $17.95 | +49.92% | 2 qtrssince 2018-Q4 | Decreased 0 |
STONECO LTD-A | 350,000 | $14.4M | 0.9% | $17.60 | +133.58% | 2 qtrssince 2018-Q4 | Decreased 0 |
Sunlands Technology Group | 3.2M | $11.4M | 0.7% | — | — | — | — |
| 459,977 | $8.4M | 0.5% | — | — | — | New 55 | |
FUTU HLDGS LTD | 400,000 | $7.4M | 0.4% | $18.09 | 0.00% | 1 qtr | New 46 |
JD.COM INC-ADR | 194,651 | $5.9M | 0.4% | $19.70 | +38.88% | 2 qtrssince 2018-Q4 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $1.7B across 25 positions as of Q1 2019. Top holdings: TWLO (25.4%), BABA (11.8%), DAY (8.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Added 4 new positions, exited 4, increased 4, trimmed 5. Top move: TWLO (INCREASED, conviction 76). Portfolio: $1.7B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer