Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC | 21.4M | $597.5M | 26.7% | $46.27 | -39.85% | 4 qtrssince 2019-Q2 | Increased 62 |
TWILIO INC - A | 3.3M | $297M | 13.3% | $95.36 | +1.72% | 6 qtrssince 2018-Q4 | Increased 68 |
DATADOG INC - CLASS A | 6.4M | $231M | 10.3% | $33.91 | +6.10% | 3 qtrssince 2019-Q3 | Decreased 0 |
DYNATRACE INC | 8.6M | $204.1M | 9.1% | $20.21 | +21.47% | 3 qtrssince 2019-Q3 | Increased 66 |
ALIBABA GROUP HOLDING-SP ADR | 867,925 | $168.8M | 7.5% | $133.44 | +36.12% | 6 qtrssince 2018-Q4 | Decreased 0 |
LIVONGO HEALTH INC COM | 4.6M | $130.7M | 5.8% | — | — | 3 qtrssince 2019-Q3 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 574,440 | $95.8M | 4.3% | $148.35 | +11.09% | 6 qtrssince 2018-Q4 | Increased 89 |
SERVICENOW INC | 330,550 | $94.7M | 4.2% | $38.94 | +47.11% | 6 qtrssince 2018-Q4 | Decreased 0 |
BLOCK INC | 1.7M | $86.5M | 3.9% | $55.00 | 0.00% | 1 qtr | New 84 |
CARGURUS INC | 3.6M | $69M | 3.1% | $19.03 | 0.00% | 1 qtr | New 83 |
58 COM INC | 1.4M | $66.8M | 3.0% | — | — | 6 qtrssince 2018-Q4 | Unchanged 0 |
GREENSKY INC | 14.8M | $56.5M | 2.5% | — | — | 6 qtrssince 2018-Q4 | Decreased 0 |
DAYFORCE INC | 1M | $51.8M | 2.3% | $34.80 | +47.71% | 6 qtrssince 2018-Q4 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 1.3M | $33.3M | 1.5% | $26.61 | +4.09% | 3 qtrssince 2019-Q3 | Increased 74 |
ANAPLAN INC | 672,586 | $20.4M | 0.9% | — | — | 1 qtr | New 56 |
MEDALLIA INC | 500,000 | $10M | 0.4% | — | — | 3 qtrssince 2019-Q3 | Unchanged 0 |
XP INC | 480,599 | $9.3M | 0.4% | $34.11 | -46.23% | 2 qtrssince 2019-Q4 | Decreased 0 |
TENCENT MUSIC ENTERTAINM-ADR | 515,464 | $5.2M | 0.2% | $13.13 | -27.90% | 6 qtrssince 2018-Q4 | Unchanged 0 |
Sunlands Technology Group | 3M | $4.1M | 0.2% | — | — | — | — |
FARFETCH LTD ORD SH CL A | 400,000 | $3.2M | 0.1% | $17.95 | -55.99% | 6 qtrssince 2018-Q4 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $2.2B across 24 positions as of Q1 2020. Top holdings: UBER (26.7%), TWLO (13.3%), DDOG (10.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Added 5 new positions, exited 2, increased 5, trimmed 7. Top move: META (INCREASED, conviction 89). Portfolio: $2.2B across 24 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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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer