Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings23 positions
Uber Technologies Inc | 20M | $620.9M | 20.6% | $46.27 | -35.96% | 5 qtrssince 2019-Q2 | Decreased 0 |
Datadog Inc | 4.9M | $427.8M | 14.2% | $33.91 | +156.41% | 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 | 1.2M | $255.9M | 8.5% | $95.36 | +121.25% | 7 qtrssince 2018-Q4 | Decreased 0 |
Square Inc | 1.8M | $186.6M | 6.2% | $58.47 | +77.33% | 2 qtrssince 2020-Q1 | Increased 65 |
LIVONGO HEALTH INC | 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 Ltd | 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 |
Facebook Inc | 433,478 | $98.4M | 3.3% | $147.33 | +52.67% | 7 qtrssince 2018-Q4 | Decreased 0 |
Floor & Decor Holdings Inc | 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 |
Ceridian HCM Holding Inc | 899,808 | $71.3M | 2.4% | $34.80 | +124.92% | 7 qtrssince 2018-Q4 | Decreased 0 |
58.COM INC-ADR | 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 Entertainment Gr | 481,764 | $6.5M | 0.2% | $13.13 | -1.25% | 7 qtrssince 2018-Q4 | Decreased 0 |
SUNLANDS TECHNOLOGY GROUP | 3M | $4M | 0.1% | — | — | — | Unchanged 0 |
Pinterest Inc | 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: Concentrated Value. HoldingsIntel Score: 1/5.0.
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
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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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