Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings33 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTD | 14.7M | $534.4M | 10.2% | $30.05 | +20.70% | 13 qtrssince 2021-Q2 | Increased 68 |
ATLASSIAN CORP-CL A | 2.7M | $469.8M | 9.0% | $176.88 | 0.00% | 1 qtr | New 98 |
ROBLOX CORP -CLASS A | 11.7M | $437M | 8.3% | $34.04 | +9.32% | 14 qtrssince 2021-Q1 | Increased 76 |
COUPANG INC | 16.9M | $353.3M | 6.7% | $16.83 | +24.46% | 4 qtrssince 2023-Q3 | Decreased 0 |
PDD HOLDINGS INC | 2.6M | $348.4M | 6.7% | $108.28 | +22.79% | 5 qtrssince 2023-Q2 | Increased 98 |
DOORDASH INC - A | 2.8M | $309.8M | 5.9% | $109.06 | -0.26% | 15 qtrssince 2020-Q4 | Increased 92 |
FLUTTER ENTMT PLC | 1.7M | $307M | 5.9% | $197.49 | -7.66% | 2 qtrssince 2024-Q1 | Unchanged 0 |
ZOOMINFO TECHNOLOGIES INC | 22.1M | $282.5M | 5.4% | $34.61 | -63.10% | 17 qtrssince 2020-Q2 | Unchanged 0 |
KANZHUN LIMITED | 14.9M | $280.1M | 5.4% | $15.72 | +18.82% | 4 qtrssince 2023-Q3 | Decreased 0 |
JAMF HLDG CORP | 16.4M | $270.4M | 5.2% | $36.16 | -54.37% | 16 qtrssince 2020-Q3 | Decreased 0 |
BLOCK INC | 3.4M | $217.5M | 4.2% | $56.20 | +14.76% | 6 qtrssince 2023-Q1 | Decreased 0 |
DUOLINGO INC | 981,302 | $204.8M | 3.9% | $208.67 | 0.00% | 1 qtr | New 86 |
OSCAR HEALTH INC - CLASS A | 12.7M | $201.3M | 3.8% | $9.59 | +65.02% | 14 qtrssince 2021-Q1 | Unchanged 0 |
DAYFORCE INC | 3.9M | $193.3M | 3.7% | $49.60 | 0.00% | 1 qtr | New 86 |
CCC INTELLIGENT SOLUTIONS HO | 15.9M | $176.7M | 3.4% | $10.49 | +5.87% | 12 qtrssince 2021-Q3 | Increased 72 |
NU HOLDINGS LTD/CAYMAN ISL-A | 13.2M | $170.3M | 3.3% | $9.40 | +37.13% | 11 qtrssince 2021-Q4 | Unchanged 0 |
PROCORE TECHNOLOGIES INC | 2.2M | $148.8M | 2.8% | $69.55 | -4.66% | 13 qtrssince 2021-Q2 | Increased 85 |
TOAST INC-CLASS A | 3.5M | $89.5M | 1.7% | $23.70 | +46.65% | 5 qtrssince 2023-Q2 | Decreased 0 |
RUBRIK INC-A | 1.6M | $47.5M | 0.9% | $30.66 | 0.00% | 1 qtr | New 58 |
AFFIRM HOLDINGS INC | 1.5M | $45.2M | 0.9% | $30.21 | +146.67% | 1 qtr | New 58 |
Dragoneer Investment Group, LLC manages $5.2B across 33 positions as of Q2 2024. Top holdings: GLBE (10.2%), TEAM (9.0%), RBLX (8.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 9 new positions, 5 exits, 6 increased. Top move: TEAM (NEW, conviction 98). Portfolio: $5.2B across 33 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