Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings52 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NU HOLDINGS LTD/CAYMAN ISL-A | 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 - CLASS A | 2.9M | $439.3M | 5.6% | $41.17 | +267.93% | 11 qtrssince 2019-Q3 | Increased 65 |
SNOWFLAKE INC-CLASS A | 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 - A | 3.3M | $386.1M | 4.9% | $128.16 | -7.75% | 6 qtrssince 2020-Q4 | Increased 92 |
CCC INTELLIGENT SOLUTIONS HO | 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-A | 5.2M | $261.7M | 3.3% | $103.42 | -49.71% | 2 qtrssince 2021-Q4 | Increased 56 |
CLEARWATER ANALYTICS HDS-A | 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-A | 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 ORD SH CL A | 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 HOLDINGS INC-A | 1.4M | $114.5M | 1.5% | $57.07 | +52.76% | 8 qtrssince 2020-Q2 | Unchanged 0 |
AIRBNB INC-CLASS A | 660,000 | $113.4M | 1.4% | $148.43 | +20.79% | 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: Concentrated Value. HoldingsIntel Rating: 1/5.0.
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
Top Winners
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