Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings33 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC-CLASS A | 3.9M | $974.9M | 21.9% | $259.13 | 0.00% | 1 qtr | New 99 |
UBER TECHNOLOGIES INC | 17.9M | $654.7M | 14.7% | $46.27 | -23.42% | 6 qtrssince 2019-Q2 | Decreased 0 |
DATADOG INC - CLASS A | 4.5M | $456.6M | 10.3% | $32.27 | +181.75% | 5 qtrssince 2019-Q3 | Decreased 0 |
DYNATRACE INC | 7.3M | $298M | 6.7% | $22.24 | +85.31% | 5 qtrssince 2019-Q3 | Increased 68 |
BLOCK INC | 1.8M | $289M | 6.5% | $58.47 | +181.89% | 3 qtrssince 2020-Q1 | Unchanged 0 |
DUCK CREEK TECHNOLOGIES INC | 4.4M | $201.7M | 4.5% | — | — | 1 qtr | New 86 |
TWILIO INC - A | 752,883 | $186M | 4.2% | $95.36 | +160.90% | 8 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 606,716 | $178.4M | 4.0% | $133.44 | +97.09% | 8 qtrssince 2018-Q4 | Decreased 0 |
ZOOMINFO TECHNOLOGIES INC | 3.4M | $144.7M | 3.3% | $50.04 | -16.87% | 2 qtrssince 2020-Q2 | Increased 61 |
CARGURUS INC | 6.3M | $136.5M | 3.1% | $21.08 | +3.38% | 3 qtrssince 2020-Q1 | Increased 63 |
FLOOR & DECOR HOLDINGS INC-A | 1.6M | $117.5M | 2.6% | $57.07 | +28.60% | 2 qtrssince 2020-Q2 | Unchanged 0 |
JAMF HLDG CORP | 2.8M | $105.6M | 2.4% | $36.45 | 0.00% | 1 qtr | New 79 |
META PLATFORMS INC-CLASS A | 339,374 | $88.9M | 2.0% | $148.35 | +75.24% | 8 qtrssince 2018-Q4 | Decreased 0 |
UNITY SOFTWARE INC | 1M | $87.3M | 2.0% | $94.92 | 0.00% | 1 qtr | New 69 |
AGORA INC | 2M | $85.9M | 1.9% | $47.00 | -3.57% | 2 qtrssince 2020-Q2 | Unchanged 0 |
KE HOLDINGS INC-ADR | 1.3M | $76.6M | 1.7% | $62.04 | 0.00% | 1 qtr | New 69 |
DAYFORCE INC | 899,808 | $74.4M | 1.7% | $34.80 | +136.90% | 8 qtrssince 2018-Q4 | Unchanged 0 |
GOODRX HLDGS INC | 1.3M | $72.3M | 1.6% | $56.00 | 0.00% | 1 qtr | New 69 |
SERVICENOW INC | 142,205 | $69M | 1.5% | $38.94 | +202.29% | 8 qtrssince 2018-Q4 | Decreased 0 |
GREENSKY INC | 14.2M | $63.2M | 1.4% | — | — | 8 qtrssince 2018-Q4 | Decreased 0 |
Dragoneer Investment Group, LLC manages $4.5B across 33 positions as of Q3 2020. Top holdings: SNOW (21.9%), UBER (14.7%), DDOG (10.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 13 new positions, 3 exits, 3 increased. Top move: SNOW (NEW, conviction 99). Portfolio: $4.5B 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
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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