Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings48 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC-CLASS A | 3.3M | $751.3M | 10.8% | $259.13 | -14.30% | 3 qtrssince 2020-Q3 | Decreased 0 |
UBER TECHNOLOGIES INC | 11.3M | $617.1M | 8.8% | $46.27 | +15.55% | 8 qtrssince 2019-Q2 | Decreased 0 |
AIRBNB INC-CLASS A | 3.2M | $605.8M | 8.7% | $148.43 | +23.36% | 2 qtrssince 2020-Q4 | Unchanged 0 |
DOORDASH INC - A | 3.7M | $484.9M | 6.9% | $140.20 | -6.85% | 2 qtrssince 2020-Q4 | Decreased 0 |
DYNATRACE INC | 8.6M | $415.1M | 5.9% | $25.59 | +82.56% | 7 qtrssince 2019-Q3 | Increased 61 |
BLOCK INC | 1.8M | $403.6M | 5.8% | $58.47 | +264.02% | 5 qtrssince 2020-Q1 | Unchanged 0 |
DATADOG INC - CLASS A | 4.5M | $372.9M | 5.3% | $32.70 | +136.64% | 7 qtrssince 2019-Q3 | Increased 62 |
TWILIO INC - A | 777,393 | $264.9M | 3.8% | $102.48 | +213.42% | 10 qtrssince 2018-Q4 | Increased 59 |
CARGURUS INC | 9.3M | $221.2M | 3.2% | $24.03 | -0.60% | 5 qtrssince 2020-Q1 | Increased 62 |
DUCK CREEK TECHNOLOGIES INC | 4.4M | $200.4M | 2.9% | — | — | 3 qtrssince 2020-Q3 | Unchanged 0 |
JAMF HLDG CORP | 5.6M | $199.5M | 2.9% | $33.11 | +3.48% | 3 qtrssince 2020-Q3 | Increased 55 |
ALIBABA GROUP HOLDING-SP ADR | 802,216 | $181.9M | 2.6% | $156.10 | +39.48% | 10 qtrssince 2018-Q4 | Unchanged 0 |
ZOOMINFO TECHNOLOGIES INC | 3.4M | $164.6M | 2.4% | $50.04 | -2.08% | 4 qtrssince 2020-Q2 | Unchanged 0 |
FLOOR & DECOR HOLDINGS INC-A | 1.6M | $149.9M | 2.1% | $57.07 | +68.11% | 4 qtrssince 2020-Q2 | Unchanged 0 |
PELOTON INTERACTIVE INC-A | 1.3M | $147.7M | 2.1% | $107.40 | -0.21% | 3 qtrssince 2020-Q3 | Increased 85 |
SMARTSHEET INC | 2M | $130.8M | 1.9% | — | — | 2 qtrssince 2020-Q4 | Unchanged 0 |
ROBLOX CORP -CLASS A | 2M | $129.7M | 1.9% | $65.17 | 0.00% | 1 qtr | New 70 |
BUMBLE INC | 2M | $124.8M | 1.8% | $59.40 | 0.00% | 1 qtr | New 70 |
ROOT INC | 9.3M | $117.9M | 1.7% | — | — | — | — |
PLAYTIKA HLDG CORP | 4.1M | $112.2M | 1.6% | $23.03 | 0.00% | 1 qtr | New 70 |
Dragoneer Investment Group, LLC manages $7B across 48 positions as of Q1 2021. Top holdings: SNOW (10.8%), UBER (8.8%), ABNB (8.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 15 new positions, 7 exits, 6 increased. Top move: PTON (INCREASED, conviction 85). Portfolio: $7.0B across 48 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.
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