Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings29 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTD | 11.2M | $446.5M | 10.3% | $27.74 | +43.24% | 10 qtrssince 2021-Q2 | Decreased 0 |
BLOCK INC | 9M | $397.1M | 9.1% | $56.20 | -21.24% | 3 qtrssince 2023-Q1 | Increased 97 |
ZOOMINFO TECHNOLOGIES INC | 22.1M | $362.8M | 8.3% | $34.61 | -52.61% | 14 qtrssince 2020-Q2 | Unchanged 0 |
DOORDASH INC - A | 4.4M | $352.3M | 8.1% | $109.28 | -27.28% | 12 qtrssince 2020-Q4 | Decreased 0 |
PDD HOLDINGS INC | 3M | $297.7M | 6.9% | $73.11 | +34.15% | 2 qtrssince 2023-Q2 | Increased 71 |
JAMF HLDG CORP | 16.5M | $291.7M | 6.7% | $36.16 | -51.16% | 13 qtrssince 2020-Q3 | Unchanged 0 |
DATADOG INC - CLASS A | 3.1M | $278.6M | 6.4% | $55.49 | +64.15% | 17 qtrssince 2019-Q3 | Decreased 0 |
ROBLOX CORP -CLASS A | 9.3M | $268.1M | 6.2% | $33.19 | -12.74% | 11 qtrssince 2021-Q1 | Increased 98 |
NCINO INC | 8M | $254.4M | 5.9% | $37.49 | -15.17% | 7 qtrssince 2022-Q1 | Decreased 0 |
COUPANG INC | 11.5M | $194.9M | 4.5% | $17.00 | 0.00% | 1 qtr | New 86 |
KANZHUN LIMITED | 11.7M | $177.7M | 4.1% | $14.90 | 0.00% | 1 qtr | New 85 |
CCC INTELLIGENT SOLUTIONS HO | 13.3M | $176.9M | 4.1% | $10.30 | +29.62% | 9 qtrssince 2021-Q3 | Decreased 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 17.9M | $129.5M | 3.0% | $9.40 | -22.87% | 8 qtrssince 2021-Q4 | Decreased 0 |
GRAB HOLDINGS LTD - CL A | 31.2M | $110.4M | 2.5% | $3.47 | +1.99% | 2 qtrssince 2023-Q2 | Increased 84 |
CARGURUS INC | 5.7M | $100.7M | 2.3% | $24.03 | -27.11% | 15 qtrssince 2020-Q1 | Decreased 0 |
TOAST INC-CLASS A | 4.5M | $85.1M | 2.0% | $22.88 | -18.14% | 2 qtrssince 2023-Q2 | Unchanged 0 |
PELOTON INTERACTIVE INC-A | 14.3M | $72.4M | 1.7% | $34.67 | -85.44% | 13 qtrssince 2020-Q3 | Unchanged 0 |
CLEARWATER ANALYTICS HDS-A | 2.5M | $48.6M | 1.1% | $23.35 | -17.19% | 9 qtrssince 2021-Q3 | Unchanged 0 |
OSCAR HEALTH INC - CLASS A | 8.1M | $45.4M | 1.0% | $9.83 | -43.35% | 11 qtrssince 2021-Q1 | Unchanged 0 |
MAPLEBEAR INC | 1.5M | $44.6M | 1.0% | $29.69 | 0.00% | 1 qtr | New 68 |
Dragoneer Investment Group, LLC manages $4.3B across 29 positions as of Q3 2023. Top holdings: GLBE (10.3%), XYZ (9.1%), GTM (8.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 6 new positions, 3 exits, 4 increased. Top move: RBLX (INCREASED, conviction 98). Portfolio: $4.3B across 29 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