Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings21 positions
Uber Technologies Inc | 21.3M | $986M | 39.3% | $46.38 | 0.00% | 1 qtr | New 99 |
Twilio Inc | 3M | $412.5M | 16.4% | $95.01 | +43.52% | 3 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 1.1M | $190.3M | 7.6% | $133.44 | +20.60% | 3 qtrssince 2018-Q4 | Increased 63 |
GREENSKY INC | 14.3M | $175.6M | 7.0% | — | — | 3 qtrssince 2018-Q4 | Increased 85 |
CERIDIAN HCM HLDG INC | 2.7M | $134M | 5.3% | $33.97 | +47.78% | 3 qtrssince 2018-Q4 | Decreased 0 |
58 COM INC | 1.7M | $103.4M | 4.1% | — | — | 3 qtrssince 2018-Q4 | Increased 68 |
SPOTIFY TECHNOLOGY S A | 628,410 | $91.9M | 3.7% | $112.16 | +30.37% | 3 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 448,465 | $86.6M | 3.4% | $129.85 | +47.23% | 3 qtrssince 2018-Q4 | Decreased 0 |
Servicenow Inc | 314,637 | $86.4M | 3.4% | $36.07 | +52.23% | 3 qtrssince 2018-Q4 | Decreased 0 |
YANDEX N V | 1.5M | $56.5M | 2.2% | — | — | 1 qtr | New 77 |
UPWORK INC COM | 3M | $48.6M | 1.9% | $17.55 | -8.37% | 3 qtrssince 2018-Q4 | Increased 73 |
SLACK TECHNOLOGIES INC | 1M | $37.5M | 1.5% | — | — | 1 qtr | New 67 |
Netflix, Inc. | 67,605 | $24.8M | 1.0% | $25.61 | +43.42% | 3 qtrssince 2018-Q4 | Decreased 0 |
Crowdstrike Holdings Inc | 350,000 | $23.9M | 1.0% | $68.29 | 0.00% | 1 qtr | New 57 |
TENCENT MUSIC ENTMT GROUP | 1.2M | $18.1M | 0.7% | $13.13 | +11.69% | 3 qtrssince 2018-Q4 | Decreased 0 |
ELASTIC N V ORD SHS | 200,000 | $14.9M | 0.6% | $69.99 | +6.67% | 3 qtrssince 2018-Q4 | Decreased 0 |
FARFETCH LTD | 400,000 | $8.3M | 0.3% | $17.95 | +15.88% | 3 qtrssince 2018-Q4 | Decreased 0 |
Sunlands Technology Group | 3M | $7.1M | 0.3% | — | — | — | Decreased 0 |
EVENTBRITE INC | 155,000 | $2.5M | 0.1% | $28.41 | -42.98% | 3 qtrssince 2018-Q4 | Unchanged 0 |
STONECO LTD COM CL A | 50,000 | $1.5M | 0.1% | $17.60 | +68.07% | 3 qtrssince 2018-Q4 | Decreased 0 |
Dragoneer Investment Group, LLC manages $2.5B across 21 positions as of Q2 2019. Top holdings: UBER (39.3%), TWLO (16.4%), BABA (7.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 4 new positions, 8 exits, 4 increased. Top move: UBER (NEW, conviction 99). Portfolio: $2.5B across 21 positions.
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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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Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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