Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings63 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC-CLASS A | 3.1M | $743.9M | 9.6% | $259.13 | -5.14% | 4 qtrssince 2020-Q3 | Decreased 0 |
UBER TECHNOLOGIES INC | 11.3M | $567.4M | 7.3% | $46.27 | +9.71% | 9 qtrssince 2019-Q2 | Unchanged 0 |
PROCORE TECHNOLOGIES INC | 5.2M | $495.8M | 6.4% | $92.97 | 0.00% | 1 qtr | New 97 |
DOORDASH INC - A | 2.6M | $460.9M | 5.9% | $140.20 | +31.18% | 3 qtrssince 2020-Q4 | Decreased 0 |
BLOCK INC | 1.8M | $433.4M | 5.6% | $58.47 | +325.67% | 6 qtrssince 2020-Q1 | Unchanged 0 |
DYNATRACE INC | 7.2M | $423M | 5.4% | $25.59 | +136.84% | 8 qtrssince 2019-Q3 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 3.4M | $422.2M | 5.4% | $118.63 | +5.95% | 4 qtrssince 2020-Q3 | Increased 98 |
UIPATH INC | 5.5M | $374.9M | 4.8% | $68.90 | 0.00% | 1 qtr | New 86 |
JAMF HLDG CORP | 9.5M | $318.9M | 4.1% | $33.59 | +2.11% | 4 qtrssince 2020-Q3 | Increased 84 |
TWILIO INC - A | 777,393 | $306.4M | 3.9% | $102.48 | +290.49% | 11 qtrssince 2018-Q4 | Unchanged 0 |
DATADOG INC - CLASS A | 2.8M | $286.9M | 3.7% | $32.70 | +227.87% | 8 qtrssince 2019-Q3 | Decreased 0 |
CARGURUS INC | 9.3M | $243.5M | 3.1% | $24.03 | +11.75% | 6 qtrssince 2020-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 802,216 | $181.9M | 2.3% | $156.10 | +39.59% | 11 qtrssince 2018-Q4 | Unchanged 0 |
ZOOMINFO TECHNOLOGIES INC | 3.4M | $175.6M | 2.3% | $50.04 | +6.77% | 5 qtrssince 2020-Q2 | Unchanged 0 |
FLOOR & DECOR HOLDINGS INC-A | 1.4M | $149.4M | 1.9% | $57.07 | +86.54% | 5 qtrssince 2020-Q2 | Decreased 0 |
DUCK CREEK TECHNOLOGIES INC | 3.4M | $149.3M | 1.9% | — | — | 4 qtrssince 2020-Q3 | Decreased 0 |
FUBOTV INC | 4.3M | $137.9M | 1.8% | $33.31 | -4.11% | 3 qtrssince 2020-Q4 | — |
META PLATFORMS INC-CLASS A | 339,374 | $118M | 1.5% | $148.35 | +135.56% | 11 qtrssince 2018-Q4 | Unchanged 0 |
ENDEAVOR GROUP HLDGS INC | 4.2M | $115.5M | 1.5% | — | — | 1 qtr | New 69 |
BUMBLE INC | 2M | $115.2M | 1.5% | $59.40 | -4.51% | 2 qtrssince 2021-Q1 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $7.8B across 63 positions as of Q2 2021. Top holdings: SNOW (9.6%), UBER (7.3%), PCOR (6.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 27 new positions, 12 exits, 2 increased. Top move: PTON (INCREASED, conviction 98). Portfolio: $7.8B across 63 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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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