Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings26 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ZOOMINFO TECHNOLOGIES INC | 22.1M | $561.6M | 11.6% | $34.61 | -24.65% | 13 qtrssince 2020-Q2 | Increased 65 |
GLOBAL E ONLINE LTD | 12.7M | $520.5M | 10.7% | $27.74 | +45.18% | 9 qtrssince 2021-Q2 | Decreased 0 |
DOORDASH INC - A | 4.7M | $362.6M | 7.5% | $109.28 | -30.96% | 11 qtrssince 2020-Q4 | Increased 67 |
DATADOG INC - CLASS A | 3.6M | $353.7M | 7.3% | $55.49 | +73.81% | 16 qtrssince 2019-Q3 | Decreased 0 |
UBER TECHNOLOGIES INC | 7.5M | $323.3M | 6.7% | $46.27 | +64.16% | 17 qtrssince 2019-Q2 | Unchanged 0 |
JAMF HLDG CORP | 16.5M | $322.5M | 6.7% | $36.16 | -46.69% | 12 qtrssince 2020-Q3 | Unchanged 0 |
BLOCK INC | 4.7M | $311.9M | 6.4% | $67.11 | -4.06% | 2 qtrssince 2023-Q1 | Increased 84 |
SNOWFLAKE INC-CLASS A | 1.5M | $266M | 5.5% | $204.36 | -13.99% | 12 qtrssince 2020-Q3 | Decreased 0 |
NCINO INC | 8.2M | $245.6M | 5.1% | $37.49 | -19.36% | 6 qtrssince 2022-Q1 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 28.1M | $222M | 4.6% | $9.40 | -17.13% | 7 qtrssince 2021-Q4 | Unchanged 0 |
CARGURUS INC | 9.3M | $210.1M | 4.3% | $24.03 | -5.26% | 14 qtrssince 2020-Q1 | Unchanged 0 |
FARFETCH LTD ORD SH CL A | 34M | $205.2M | 4.2% | $8.87 | — | 6 qtrssince 2022-Q1 | Increased 73 |
PDD HOLDINGS INC | 2.6M | $179.6M | 3.7% | $68.90 | 0.00% | 1 qtr | New 85 |
CCC INTELLIGENT SOLUTIONS HO | 14.2M | $158.9M | 3.3% | $10.30 | +7.48% | 8 qtrssince 2021-Q3 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 14.3M | $110.3M | 2.3% | $34.67 | -78.49% | 12 qtrssince 2020-Q3 | Increased 73 |
ROBLOX CORP -CLASS A | 2.6M | $104.4M | 2.2% | $44.06 | -12.07% | 10 qtrssince 2021-Q1 | Unchanged 0 |
TOAST INC-CLASS A | 4.5M | $102.5M | 2.1% | $22.88 | 0.00% | 1 qtr | New 79 |
OSCAR HEALTH INC - CLASS A | 8.1M | $65.7M | 1.4% | $9.83 | -16.40% | 10 qtrssince 2021-Q1 | Increased 50 |
PROCORE TECHNOLOGIES INC | 882,429 | $57.4M | 1.2% | $77.78 | -15.98% | 9 qtrssince 2021-Q2 | Decreased 0 |
GRAB HOLDINGS LTD - CL A | 14.4M | $49.2M | 1.0% | $3.39 | 0.00% | 1 qtr | New 68 |
Dragoneer Investment Group, LLC manages $4.8B across 26 positions as of Q2 2023. Top holdings: GTM (11.6%), GLBE (10.7%), DASH (7.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 4 new positions, 8 exits, 6 increased. Top move: PDD (NEW, conviction 85). Portfolio: $4.8B across 26 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.
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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