Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC | 21.3M | $647.8M | 27.4% | $46.38 | -34.69% | 2 qtrssince 2019-Q2 | Unchanged 0 |
TWILIO INC - A | 2.8M | $308.2M | 13.0% | $95.01 | +12.16% | 4 qtrssince 2018-Q4 | Decreased 0 |
DATADOG INC - CLASS A | 7.5M | $255.8M | 10.8% | $33.91 | 0.00% | 1 qtr | New 96 |
ALIBABA GROUP HOLDING-SP ADR | 1.1M | $187.8M | 7.9% | $133.44 | +18.12% | 4 qtrssince 2018-Q4 | Unchanged 0 |
DAYFORCE INC | 2.8M | $139.5M | 5.9% | $34.80 | +40.82% | 4 qtrssince 2018-Q4 | Increased 63 |
DYNATRACE INC | 6.9M | $128.3M | 5.4% | $18.95 | 0.00% | 1 qtr | New 94 |
GREENSKY INC | 15.3M | $105.1M | 4.4% | — | — | 4 qtrssince 2018-Q4 | Increased 60 |
SERVICENOW INC | 395,787 | $100.5M | 4.3% | $38.94 | +28.54% | 4 qtrssince 2018-Q4 | Increased 69 |
NEBIUS GROUP NV | 2.6M | $90.8M | 3.8% | — | — | 2 qtrssince 2019-Q2 | Increased 84 |
LIVONGO HEALTH INC COM | 4.8M | $84.1M | 3.6% | — | — | 1 qtr | New 83 |
58 COM INC | 1.4M | $71.1M | 3.0% | — | — | 4 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 384,565 | $68.5M | 2.9% | $132.28 | +32.95% | 4 qtrssince 2018-Q4 | Decreased 0 |
SPOTIFY TECHNOLOGY SA | 428,410 | $48.8M | 2.1% | $112.16 | +339.08% | 4 qtrssince 2018-Q4 | Decreased 0 |
UPWORK INC | 3M | $40.2M | 1.7% | $17.06 | -22.27% | 4 qtrssince 2018-Q4 | Unchanged 0 |
PELOTON INTERACTIVE INC-A | 1.2M | $29.9M | 1.3% | $25.24 | 0.00% | 1 qtr | New 67 |
MEDALLIA INC | 500,000 | $13.7M | 0.6% | — | — | 1 qtr | New 56 |
TENCENT MUSIC ENTERTAINM-ADR | 979,639 | $12.5M | 0.5% | $13.13 | -4.07% | 4 qtrssince 2018-Q4 | Decreased 0 |
ELASTIC N V | 150,000 | $12.4M | 0.5% | $69.99 | +23.85% | 4 qtrssince 2018-Q4 | Decreased 0 |
Sunlands Technology Group | 3M | $8.8M | 0.4% | — | — | — | — |
FARFETCH LTD ORD SH CL A | 400,000 | $3.5M | 0.1% | $17.95 | -52.70% | 4 qtrssince 2018-Q4 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $2.4B across 23 positions as of Q3 2019. Top holdings: UBER (27.4%), TWLO (13.0%), DDOG (10.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Added 5 new positions, exited 3, increased 4, trimmed 7. Top move: DDOG (NEW, conviction 96). Portfolio: $2.4B 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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Accumulation Streaks
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