Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTD | 15.3M | $588M | 10.2% | $30.34 | +25.46% | 14 qtrssince 2021-Q2 | Increased 65 |
ATLASSIAN CORP-CL A | 3.7M | $579.8M | 10.1% | $172.61 | -6.60% | 2 qtrssince 2024-Q2 | Increased 81 |
ROBLOX CORP -CLASS A | 11.7M | $519.8M | 9.0% | $34.04 | +29.79% | 15 qtrssince 2021-Q1 | Unchanged 0 |
PDD HOLDINGS INC | 3.7M | $504.8M | 8.8% | $116.41 | +16.30% | 6 qtrssince 2023-Q2 | Increased 83 |
DAYFORCE INC | 7.6M | $466.7M | 8.1% | $54.78 | +9.90% | 2 qtrssince 2024-Q2 | Increased 98 |
COUPANG INC | 18.9M | $462.8M | 8.0% | $17.67 | +40.38% | 5 qtrssince 2023-Q3 | Increased 69 |
DUOLINGO INC | 1.5M | $434M | 7.5% | $233.80 | +18.92% | 2 qtrssince 2024-Q2 | Increased 87 |
FLUTTER ENTMT PLC | 1.7M | $399.4M | 6.9% | $197.49 | +20.68% | 3 qtrssince 2024-Q1 | Unchanged 0 |
DOORDASH INC - A | 2.1M | $294.6M | 5.1% | $109.06 | +30.41% | 16 qtrssince 2020-Q4 | Decreased 0 |
JAMF HLDG CORP | 16.4M | $284.3M | 4.9% | $36.16 | -51.61% | 17 qtrssince 2020-Q3 | Unchanged 0 |
ZOOMINFO TECHNOLOGIES INC | 22.1M | $228.3M | 4.0% | $34.61 | -69.66% | 18 qtrssince 2020-Q2 | Unchanged 0 |
BLOCK INC | 3.4M | $226.4M | 3.9% | $56.20 | +19.17% | 7 qtrssince 2023-Q1 | Unchanged 0 |
OSCAR HEALTH INC - CLASS A | 9.5M | $201.2M | 3.5% | $9.59 | +118.95% | 15 qtrssince 2021-Q1 | Decreased 0 |
KANZHUN LIMITED | 11M | $191.3M | 3.3% | $15.72 | +8.51% | 5 qtrssince 2023-Q3 | Decreased 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 9.9M | $135.3M | 2.4% | $9.40 | +47.55% | 12 qtrssince 2021-Q4 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HO | 9.2M | $101.6M | 1.8% | $10.49 | +6.06% | 13 qtrssince 2021-Q3 | Decreased 0 |
PROCORE TECHNOLOGIES INC | 633,824 | $39.1M | 0.7% | $69.55 | -10.78% | 14 qtrssince 2021-Q2 | Decreased 0 |
RUBRIK INC-A | 1.1M | $34.3M | 0.6% | $30.66 | +233.43% | 2 qtrssince 2024-Q2 | Decreased 0 |
DATADOG INC - CLASS A | 271,800 | $31.3M | 0.5% | $55.49 | +105.80% | 21 qtrssince 2019-Q3 | Unchanged 0 |
IBOTTA INC | 250,000 | $15.4M | 0.3% | $75.16 | -16.74% | 2 qtrssince 2024-Q2 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $5.8B across 24 positions as of Q3 2024. Top holdings: GLBE (10.2%), TEAM (10.1%), RBLX (9.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 0 new positions, 9 exits, 6 increased. Top move: DAY (INCREASED, conviction 98). Portfolio: $5.8B across 24 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.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer