Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings29 positions
GLOBAL E ONLINE LTD | 13.4M | $488.7M | 11.3% | $28.57 | +27.24% | 12 qtrssince 2021-Q2 | Increased 67 |
ZOOMINFO TECHNOLOGIES INC | 22.1M | $354.6M | 8.2% | $34.61 | -53.68% | 16 qtrssince 2020-Q2 | Unchanged 0 |
ROBLOX CORP | 9.3M | $353.4M | 8.2% | $33.19 | +15.05% | 13 qtrssince 2021-Q1 | Unchanged 0 |
COUPANG INC | 19.2M | $342M | 7.9% | $16.83 | +5.69% | 3 qtrssince 2023-Q3 | Increased 68 |
FLUTTER ENTMT PLC | 1.7M | $335.6M | 7.8% | $197.49 | 0.00% | 1 qtr | New 97 |
KANZHUN LIMITED | 17.9M | $314.2M | 7.3% | $15.15 | +10.74% | 3 qtrssince 2023-Q3 | Increased 81 |
JAMF HLDG CORP | 16.5M | $303.1M | 7.0% | — | — | 15 qtrssince 2020-Q3 | Unchanged 0 |
BLOCK INC | 3.4M | $286.6M | 6.6% | $56.20 | +50.51% | 5 qtrssince 2023-Q1 | Decreased 0 |
DOORDASH INC | 1.6M | $220.5M | 5.1% | $109.28 | +26.02% | 14 qtrssince 2020-Q4 | Decreased 0 |
DYNATRACE INC | 4.6M | $212.6M | 4.9% | $46.44 | 0.00% | 1 qtr | New 86 |
OSCAR HEALTH INC | 12.7M | $189.2M | 4.4% | $9.59 | +55.11% | 13 qtrssince 2021-Q1 | Unchanged 0 |
TOAST INC | 7.6M | $188.5M | 4.4% | $23.70 | +5.17% | 4 qtrssince 2023-Q2 | Increased 83 |
NU HLDGS LTD | 13.2M | $157.6M | 3.6% | $9.40 | +26.91% | 10 qtrssince 2021-Q4 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HL | 12.1M | $144.7M | 3.3% | $10.30 | +16.12% | 11 qtrssince 2021-Q3 | Unchanged 0 |
PDD HOLDINGS INC | 1.1M | $125.6M | 2.9% | $73.31 | +58.57% | 4 qtrssince 2023-Q2 | Decreased 0 |
NCINO INC | 1.8M | $66.2M | 1.5% | $37.49 | -45.29%as of Oct 16 | 9 qtrssince 2022-Q1 | Decreased 0 |
PROCORE TECHNOLOGIES INC | 633,824 | $52.1M | 1.2% | $77.78 | +5.65% | 12 qtrssince 2021-Q2 | Unchanged 0 |
PELOTON INTERACTIVE INC | 11.3M | $48.4M | 1.1% | $34.67 | -87.66% | 15 qtrssince 2020-Q3 | Unchanged 0 |
DATADOG INC | 271,800 | $33.6M | 0.8% | $57.35 | +115.51% | 19 qtrssince 2019-Q3 | Decreased 0 |
GRAB HOLDINGS LIMITED | 8.5M | $26.7M | 0.6% | $3.47 | -15.30%as of Oct 16 | 4 qtrssince 2023-Q2 | Decreased 0 |
Dragoneer Investment Group, LLC manages $4.3B across 29 positions as of Q1 2024. Top holdings: GLBE (11.3%), GTM (8.2%), RBLX (8.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 6 new positions, 5 exits, 4 increased. Top move: FLUT (NEW, conviction 97). Portfolio: $4.3B across 29 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
Verify source filings on SEC EDGAR