Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC | 20M | $620.9M | 20.6% | $46.27 | -35.96% | 5 qtrssince 2019-Q2 | Decreased 0 |
DATADOG INC - CLASS A | 4.9M | $427.8M | 14.2% | $32.27 | +159.44% | 4 qtrssince 2019-Q3 | Decreased 0 |
DYNATRACE INC | 6.6M | $266.4M | 8.8% | $20.21 | +100.53% | 4 qtrssince 2019-Q3 | Decreased 0 |
TWILIO INC - A | 1.2M | $255.9M | 8.5% | $95.36 | +121.25% | 7 qtrssince 2018-Q4 | Decreased 0 |
BLOCK INC | 1.8M | $186.6M | 6.2% | $58.47 | +77.33% | 2 qtrssince 2020-Q1 | Increased 65 |
LIVONGO HEALTH INC COM | 2.4M | $178.2M | 5.9% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 |
ZOOMINFO TECHNOLOGIES INC | 3.1M | $159M | 5.3% | $50.72 | 0.00% | 1 qtr | New 95 |
ALIBABA GROUP HOLDING-SP ADR | 699,587 | $150.9M | 5.0% | $133.44 | +53.02% | 7 qtrssince 2018-Q4 | Decreased 0 |
CARGURUS INC | 5.7M | $144.3M | 4.8% | $21.00 | +16.66% | 2 qtrssince 2020-Q1 | Increased 80 |
SERVICENOW INC | 304,585 | $123.4M | 4.1% | $38.94 | +102.66% | 7 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 433,478 | $98.4M | 3.3% | $148.35 | +47.70% | 7 qtrssince 2018-Q4 | Decreased 0 |
FLOOR & DECOR HOLDINGS INC-A | 1.6M | $90.5M | 3.0% | $57.07 | 0.00% | 1 qtr | New 78 |
AGORA INC | 2M | $88.2M | 2.9% | $47.00 | 0.00% | 1 qtr | New 78 |
GREENSKY INC | 14.8M | $72.5M | 2.4% | — | — | 7 qtrssince 2018-Q4 | Unchanged 0 |
DAYFORCE INC | 899,808 | $71.3M | 2.4% | $34.80 | +124.92% | 7 qtrssince 2018-Q4 | Decreased 0 |
58 COM INC | 1.1M | $61.3M | 2.0% | — | — | 7 qtrssince 2018-Q4 | Decreased 0 |
ARCO PLATFORM LTD | 209,776 | $9.1M | 0.3% | — | — | 1 qtr | New 47 |
TENCENT MUSIC ENTERTAINM-ADR | 481,764 | $6.5M | 0.2% | $13.13 | -1.25% | 7 qtrssince 2018-Q4 | Decreased 0 |
Sunlands Technology Group | 3M | $4M | 0.1% | — | — | — | — |
PINTEREST INC- CLASS A | 50,000 | $1.1M | 0.0% | $15.42 | +42.93% | 2 qtrssince 2020-Q1 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $3B across 23 positions as of Q2 2020. Top holdings: UBER (20.6%), DDOG (14.2%), DT (8.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 5 new positions, 6 exits, 2 increased. Top move: GTM (NEW, conviction 95). Portfolio: $3.0B across 23 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