Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings39 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JAMF HLDG CORP | 17.9M | $443M | 11.3% | $36.16 | -29.10% | 8 qtrssince 2020-Q3 | Decreased 0 |
SNOWFLAKE INC-CLASS A | 2.8M | $390.8M | 10.0% | $215.95 | -33.77% | 8 qtrssince 2020-Q3 | Increased 84 |
ZOOMINFO TECHNOLOGIES INC | 9.3M | $309.5M | 7.9% | $42.86 | -20.22% | 9 qtrssince 2020-Q2 | Increased 98 |
DATADOG INC - CLASS A | 3.1M | $295.3M | 7.6% | $43.28 | +127.29% | 12 qtrssince 2019-Q3 | Increased 65 |
CCC INTELLIGENT SOLUTIONS HO | 25.8M | $237.7M | 6.1% | $10.30 | -12.52% | 4 qtrssince 2021-Q3 | Decreased 0 |
UBER TECHNOLOGIES INC | 11.3M | $231.6M | 5.9% | $46.27 | -53.59% | 13 qtrssince 2019-Q2 | Unchanged 0 |
DOORDASH INC - A | 3.6M | $228M | 5.8% | $123.73 | -45.51% | 7 qtrssince 2020-Q4 | Increased 65 |
NCINO INC | 7.3M | $226.2M | 5.8% | $39.09 | -16.87% | 2 qtrssince 2022-Q1 | Increased 86 |
CARGURUS INC | 9.3M | $199.5M | 5.1% | $24.03 | -6.89% | 10 qtrssince 2020-Q1 | Unchanged 0 |
DYNATRACE INC | 4.8M | $191.3M | 4.9% | $32.91 | +26.13% | 12 qtrssince 2019-Q3 | Decreased 0 |
FLOOR & DECOR HOLDINGS INC-A | 2.1M | $130.1M | 3.3% | $59.98 | +10.49% | 9 qtrssince 2020-Q2 | Increased 76 |
GLOBAL E ONLINE LTD | 6.2M | $124.6M | 3.2% | $32.18 | -32.34% | 5 qtrssince 2021-Q2 | Increased 90 |
NU HOLDINGS LTD/CAYMAN ISL-A | 28.1M | $105.3M | 2.7% | $9.40 | -58.83% | 3 qtrssince 2021-Q4 | Decreased 0 |
CS DISCO INC | 5.4M | $97.5M | 2.5% | $37.40 | -50.40% | 4 qtrssince 2021-Q3 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 10.2M | $93.5M | 2.4% | $56.97 | -83.41% | 8 qtrssince 2020-Q3 | Increased 61 |
FARFETCH LTD ORD SH CL A | 12.9M | $92.1M | 2.4% | $14.46 | -47.44% | 2 qtrssince 2022-Q1 | Increased 62 |
CLEARWATER ANALYTICS HDS-A | 5.9M | $71.5M | 1.8% | $23.35 | -47.03% | 4 qtrssince 2021-Q3 | Decreased 0 |
ENFUSION INC | 6.5M | $66.3M | 1.7% | — | — | 3 qtrssince 2021-Q4 | Unchanged 0 |
CVENT HOLDING CORP | 12.6M | $58M | 1.5% | — | — | 3 qtrssince 2021-Q4 | Unchanged 0 |
SAMSARA INC | 3.6M | $40.4M | 1.0% | $23.85 | -51.86% | 3 qtrssince 2021-Q4 | Decreased 0 |
Dragoneer Investment Group, LLC manages $3.9B across 39 positions as of Q2 2022. Top holdings: JAMF (11.3%), SNOW (10.0%), GTM (7.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 0 new positions, 13 exits, 10 increased. Top move: GTM (INCREASED, conviction 98). Portfolio: $3.9B across 39 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