Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings30 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ZOOMINFO TECHNOLOGIES INC | 21.2M | $523.9M | 12.4% | $34.98 | -30.19% | 12 qtrssince 2020-Q2 | Increased 83 |
SNOWFLAKE INC-CLASS A | 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% | $27.74 | +7.99% | 8 qtrssince 2021-Q2 | Increased 65 |
JAMF HLDG CORP | 16.5M | $320.8M | 7.6% | $36.16 | -48.01% | 11 qtrssince 2020-Q3 | Decreased 0 |
DATADOG INC - CLASS A | 4.1M | $300.1M | 7.1% | $57.35 | +26.69% | 15 qtrssince 2019-Q3 | Increased 71 |
DOORDASH INC - A | 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 HOLDINGS LTD/CAYMAN ISL-A | 28.1M | $134M | 3.2% | $9.40 | -48.83% | 6 qtrssince 2021-Q4 | Unchanged 0 |
CCC INTELLIGENT SOLUTIONS HO | 14.6M | $130.7M | 3.1% | $10.30 | -15.72% | 7 qtrssince 2021-Q3 | Unchanged 0 |
FARFETCH LTD ORD SH CL A | 25.7M | $126.2M | 3.0% | $9.76 | -52.38% | 5 qtrssince 2022-Q1 | Increased 77 |
ROBLOX CORP -CLASS A | 2.6M | $116.6M | 2.8% | $44.06 | -2.15% | 9 qtrssince 2021-Q1 | Increased 84 |
PELOTON INTERACTIVE INC-A | 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 |
SCHWAB (CHARLES) CORP | 1.1M | $58.5M | 1.4% | $50.22 | +120.19% | 1 qtr | New 68 |
OSCAR HEALTH INC - CLASS A | 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: Concentrated Value. HoldingsIntel Rating: 1/5.0.
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
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