Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings24 positions
GLOBAL E ONLINE LTD | 15.3M | $588M | 10.2% | $29.58 | +29.95% | 14 qtrssince 2021-Q2 | Increased 65 |
ATLASSIAN CORPORATION | 3.7M | $579.8M | 10.1% | $172.61 | -6.60% | 2 qtrssince 2024-Q2 | Increased 81 |
ROBLOX CORP | 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 |
CERIDIAN HCM HLDG 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% | $17.65 | +39.12% | 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 | 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 | 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 HLDGS LTD | 9.9M | $135.3M | 2.4% | $9.40 | +47.55% | 12 qtrssince 2021-Q4 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HL | 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. | 1.1M | $34.3M | 0.6% | $30.66 | +308.15% | 2 qtrssince 2024-Q2 | Decreased 0 |
DATADOG INC | 271,800 | $31.3M | 0.5% | $57.35 | +100.62% | 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: Concentrated Value. HoldingsIntel Score: 1/5.0.
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
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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
Verify source filings on SEC EDGAR