Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings30 positions
ZOOMINFO TECHNOLOGIES INC | 21.2M | $523.9M | 12.4% | $34.98 | -30.19% | 12 qtrssince 2020-Q2 | Increased 83 |
SNOWFLAKE INC | 3.1M | $477M | 11.3% | $204.36 | -30.46% | 11 qtrssince 2020-Q3 | Increased 73 |
GLOBAL E ONLINE LTD | 13.5M | $435.6M | 10.3% | $26.69 | +20.78% | 8 qtrssince 2021-Q2 | Increased 65 |
JAMF HLDG CORP | 16.5M | $320.8M | 7.6% | — | — | 11 qtrssince 2020-Q3 | Decreased 0 |
DATADOG INC | 4.1M | $300.1M | 7.1% | $57.35 | +26.69% | 15 qtrssince 2019-Q3 | Increased 71 |
DOORDASH INC | 4.4M | $277M | 6.6% | $112.29 | -44.98% | 10 qtrssince 2020-Q4 | Increased 73 |
UBER TECHNOLOGIES INC | 7.5M | $237.4M | 5.6% | $46.27 | -32.59% | 16 qtrssince 2019-Q2 | Unchanged 0 |
BLOCK INC | 3.1M | $213.7M | 5.1% | $68.49 | 0.00% | 1 qtr | New 95 |
NCINO INC | 8.2M | $202M | 4.8% | $37.49 | -37.95% | 5 qtrssince 2022-Q1 | Increased 63 |
CARGURUS INC | 9.3M | $173.4M | 4.1% | $24.03 | -24.53% | 13 qtrssince 2020-Q1 | Unchanged 0 |
NU HLDGS LTD | 28.1M | $134M | 3.2% | $9.40 | -48.83% | 6 qtrssince 2021-Q4 | Unchanged 0 |
CCC INTELLIGENT SOLUTIONS HL | 14.6M | $130.7M | 3.1% | $10.30 | -15.72% | 7 qtrssince 2021-Q3 | Unchanged 0 |
FARFETCH LTD | 25.7M | $126.2M | 3.0% | — | — | 5 qtrssince 2022-Q1 | Increased 77 |
ROBLOX CORP | 2.6M | $116.6M | 2.8% | $44.06 | -2.15% | 9 qtrssince 2021-Q1 | Increased 84 |
PELOTON INTERACTIVE INC | 9.5M | $107.7M | 2.5% | $48.57 | -78.24% | 11 qtrssince 2020-Q3 | Decreased 0 |
PROCORE TECHNOLOGIES INC | 1.7M | $105M | 2.5% | $77.78 | -21.72% | 8 qtrssince 2021-Q2 | Increased 82 |
CVENT HOLDING CORP | 12.6M | $104.9M | 2.5% | — | — | 6 qtrssince 2021-Q4 | Unchanged 0 |
CHARLES SCHWAB CORP (THE) | 1.1M | $58.5M | 1.4% | $50.22 | +83.11%as of Oct 16 | 1 qtr | New 68 |
OSCAR HEALTH INC | 7.8M | $50.8M | 1.2% | $9.91 | -33.21% | 9 qtrssince 2021-Q1 | Increased 76 |
ENFUSION INC | 4.2M | $44.3M | 1.0% | — | — | 6 qtrssince 2021-Q4 | Decreased 0 |
Dragoneer Investment Group, LLC manages $4.2B across 30 positions as of Q1 2023. Top holdings: GTM (12.4%), SNOW (11.3%), GLBE (10.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Added 2 new positions, exited 3, increased 10, trimmed 5. Top move: XYZ (NEW, conviction 95). Portfolio: $4.2B across 30 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
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