Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings21 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC | 21.3M | $986M | 39.3% | $46.38 | 0.00% | 1 qtr | New 99 |
TWILIO INC - A | 3M | $412.5M | 16.4% | $95.01 | +43.52% | 3 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 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 |
DAYFORCE 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 SA | 628,410 | $91.9M | 3.7% | $112.16 | +30.37% | 3 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 448,465 | $86.6M | 3.4% | $132.28 | +44.89% | 3 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 314,637 | $86.4M | 3.4% | $36.07 | +52.23% | 3 qtrssince 2018-Q4 | Decreased 0 |
NEBIUS GROUP NV | 1.5M | $56.5M | 2.2% | — | — | 1 qtr | New 77 |
UPWORK INC | 3M | $48.6M | 1.9% | $17.06 | -5.74% | 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 - A | 350,000 | $23.9M | 1.0% | $68.29 | 0.00% | 1 qtr | New 57 |
TENCENT MUSIC ENTERTAINM-ADR | 1.2M | $18.1M | 0.7% | $13.13 | +11.69% | 3 qtrssince 2018-Q4 | Decreased 0 |
ELASTIC N V | 200,000 | $14.9M | 0.6% | $69.99 | +6.67% | 3 qtrssince 2018-Q4 | Decreased 0 |
FARFETCH LTD ORD SH CL A | 400,000 | $8.3M | 0.3% | $17.95 | +15.88% | 3 qtrssince 2018-Q4 | Decreased 0 |
Sunlands Technology Group | 3M | $7.1M | 0.3% | — | — | — | — |
EVENTBRITE INC | 155,000 | $2.5M | 0.1% | $28.41 | -42.98% | 3 qtrssince 2018-Q4 | Unchanged 0 |
STONECO LTD-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: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 4 new positions, 8 exits, 4 increased. Top move: UBER (NEW, conviction 99). Portfolio: $2.5B across 21 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.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer