Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings52 positions
NU HLDGS LTD | 153.6M | $1.2B | 15.1% | $9.40 | -14.26% | 2 qtrssince 2021-Q4 | Decreased 0 |
JAMF HLDG CORP | 19.5M | $678.2M | 8.7% | $36.16 | -1.78% | 7 qtrssince 2020-Q3 | Decreased 0 |
DATADOG INC | 2.9M | $439.3M | 5.6% | $41.17 | +267.93% | 11 qtrssince 2019-Q3 | Increased 65 |
SNOWFLAKE INC | 1.9M | $431.9M | 5.5% | $251.74 | -7.99% | 7 qtrssince 2020-Q3 | Increased 79 |
UBER TECHNOLOGIES INC | 11.3M | $403.9M | 5.2% | $46.27 | -20.94% | 12 qtrssince 2019-Q2 | Unchanged 0 |
CARGURUS INC | 9.3M | $394.2M | 5.0% | $24.03 | +81.65% | 9 qtrssince 2020-Q1 | Unchanged 0 |
BLOCK INC | 2.9M | $386.7M | 4.9% | $89.22 | +57.03% | 9 qtrssince 2020-Q1 | Increased 82 |
DOORDASH INC | 3.3M | $386.1M | 4.9% | $128.16 | -7.75% | 6 qtrssince 2020-Q4 | Increased 92 |
CCC INTELLIGENT SOLUTIONS HL | 32.6M | $359.7M | 4.6% | $10.30 | +7.29% | 3 qtrssince 2021-Q3 | Unchanged 0 |
DYNATRACE INC | 7.1M | $336.7M | 4.3% | $32.91 | +45.27% | 11 qtrssince 2019-Q3 | Increased 78 |
Rivian Automotive Inc Cl A | 5.2M | $261.7M | 3.3% | $103.42 | -49.71% | 2 qtrssince 2021-Q4 | Increased 56 |
CLEARWATER ANALYTICS HLDGS I | 12M | $252.6M | 3.2% | $23.35 | -7.98% | 3 qtrssince 2021-Q3 | Increased 57 |
ZOOMINFO TECHNOLOGIES INC | 3.9M | $235.6M | 3.0% | $54.65 | +6.29% | 8 qtrssince 2020-Q2 | Increased 91 |
PELOTON INTERACTIVE INC | 8.7M | $229.1M | 2.9% | $65.28 | -56.44% | 7 qtrssince 2020-Q3 | Increased 80 |
CS DISCO INC | 5.7M | $193.8M | 2.5% | $37.40 | -7.99% | 3 qtrssince 2021-Q3 | Increased 77 |
NCINO INC | 4.6M | $188.3M | 2.4% | $43.00 | 0.00% | 1 qtr | New 79 |
FARFETCH LTD | 10.6M | $160.5M | 2.0% | $15.92 | 0.00% | 1 qtr | New 79 |
ENDEAVOR GROUP HLDGS INC | 4.2M | $123M | 1.6% | — | — | 4 qtrssince 2021-Q2 | Unchanged 0 |
FLOOR & DECOR HLDGS INC | 1.4M | $114.5M | 1.5% | $57.07 | +52.76% | 8 qtrssince 2020-Q2 | Unchanged 0 |
AIRBNB INC | 660,000 | $113.4M | 1.4% | $148.43 | +17.02% | 6 qtrssince 2020-Q4 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $7.8B across 52 positions as of Q1 2022. Top holdings: NU (15.1%), JAMF (8.7%), DDOG (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 5 new positions, 17 exits, 15 increased. Top move: DASH (INCREASED, conviction 92). Portfolio: $7.8B across 52 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
Verify source filings on SEC EDGAR