Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings35 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC-CLASS A | 2.8M | $476M | 12.5% | $215.95 | -21.12% | 9 qtrssince 2020-Q3 | Decreased 0 |
ZOOMINFO TECHNOLOGIES INC | 11.1M | $461.5M | 12.1% | $42.66 | -2.38% | 10 qtrssince 2020-Q2 | Increased 73 |
JAMF HLDG CORP | 17.1M | $379.1M | 10.0% | $36.16 | -37.06% | 9 qtrssince 2020-Q3 | Decreased 0 |
DATADOG INC - CLASS A | 4M | $356.7M | 9.4% | $54.73 | +62.20% | 13 qtrssince 2019-Q3 | Increased 77 |
NCINO INC | 7.3M | $249.6M | 6.6% | $39.09 | -10.88% | 3 qtrssince 2022-Q1 | Unchanged 0 |
GLOBAL E ONLINE LTD | 9M | $239.8M | 6.3% | $30.61 | -11.34% | 6 qtrssince 2021-Q2 | Increased 82 |
UBER TECHNOLOGIES INC | 7.5M | $200M | 5.3% | $46.27 | -42.90% | 14 qtrssince 2019-Q2 | Decreased 0 |
DOORDASH INC - A | 3.6M | $175.7M | 4.6% | $123.73 | -59.72% | 8 qtrssince 2020-Q4 | Unchanged 0 |
CCC INTELLIGENT SOLUTIONS HO | 14.6M | $132.6M | 3.5% | $10.30 | -11.26% | 5 qtrssince 2021-Q3 | Decreased 0 |
CARGURUS INC | 9.3M | $131.6M | 3.5% | $24.03 | -40.05% | 11 qtrssince 2020-Q1 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 28.1M | $123.8M | 3.3% | $9.40 | -52.77% | 4 qtrssince 2021-Q4 | Unchanged 0 |
FARFETCH LTD ORD SH CL A | 14.7M | $109.2M | 2.9% | $13.62 | -44.57% | 3 qtrssince 2022-Q1 | Increased 59 |
FLOOR & DECOR HOLDINGS INC-A | 1.4M | $99.3M | 2.6% | $59.98 | +18.63% | 10 qtrssince 2020-Q2 | Decreased 0 |
CLEARWATER ANALYTICS HDS-A | 5.8M | $97.4M | 2.6% | $23.35 | -27.17% | 5 qtrssince 2021-Q3 | Decreased 0 |
DYNATRACE INC | 2.8M | $96.4M | 2.5% | $32.91 | +5.13% | 13 qtrssince 2019-Q3 | Decreased 0 |
ENFUSION INC | 6.5M | $80.1M | 2.1% | — | — | 4 qtrssince 2021-Q4 | Unchanged 0 |
PELOTON INTERACTIVE INC-A | 10.7M | $74.5M | 2.0% | $54.38 | -87.04% | 9 qtrssince 2020-Q3 | Increased 50 |
CVENT HOLDING CORP | 12.6M | $65.9M | 1.7% | — | — | 4 qtrssince 2021-Q4 | Unchanged 0 |
ENGAGESMART INC | 2.5M | $51.1M | 1.3% | — | — | 5 qtrssince 2021-Q3 | Unchanged 0 |
PROCORE TECHNOLOGIES INC | 882,429 | $43.7M | 1.1% | $92.97 | -45.74% | 6 qtrssince 2021-Q2 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $3.8B across 35 positions as of Q3 2022. Top holdings: SNOW (12.5%), GTM (12.1%), JAMF (10.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Exited 4, increased 5, trimmed 11. Top move: GLBE (INCREASED, conviction 82). Portfolio: $3.8B across 35 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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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