Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TWILIO INC - A | 2.6M | $230.2M | 17.9% | $86.02 | 0.00% | 1 qtr | New 96 |
ALIBABA GROUP HOLDING-SP ADR | 1.1M | $146.7M | 11.4% | $132.09 | 0.00% | 1 qtr | New 94 |
DAYFORCE INC | 3.9M | $134.5M | 10.5% | $33.97 | 0.00% | 1 qtr | New 94 |
SPOTIFY TECHNOLOGY SA | 937,410 | $106.4M | 8.3% | $112.16 | 0.00% | 1 qtr | New 94 |
TENCENT MUSIC ENTERTAINM-ADR | 7.8M | $103.3M | 8.0% | $13.11 | 0.00% | 1 qtr | New 93 |
SendGrid, Inc. | 2.1M | $91.1M | 7.1% | $41.55 | — | 1 qtr | New 93 |
GREENSKY INC | 7.7M | $74.1M | 5.8% | — | — | 1 qtr | New 93 |
58 COM INC | 1.3M | $72.3M | 5.6% | — | — | 1 qtr | New 92 |
SERVICENOW INC | 395,277 | $70.4M | 5.5% | $36.07 | 0.00% | 1 qtr | New 92 |
META PLATFORMS INC-CLASS A | 481,266 | $63.1M | 4.9% | $132.28 | 0.00% | 1 qtr | New 83 |
SHOPIFY INC - CLASS A | 291,910 | $40.4M | 3.1% | $13.35 | +1013.48% | 1 qtr | New 82 |
UPWORK INC | 1.5M | $27.4M | 2.1% | $17.86 | 0.00% | 1 qtr | New 75 |
MERCADOLIBRE INC | 89,500 | $26.2M | 2.0% | $292.09 | 0.00% | 1 qtr | New 75 |
NETFLIX INC | 81,805 | $21.9M | 1.7% | $25.61 | 0.00% | 1 qtr | New 66 |
ELASTIC N V | 300,000 | $21.4M | 1.7% | $69.99 | 0.00% | 1 qtr | New 66 |
FARFETCH LTD ORD SH CL A | 1M | $17.7M | 1.4% | $17.95 | 0.00% | 1 qtr | New 66 |
Sunlands Technology Group | 3.2M | $9.6M | 0.8% | — | — | — | — |
STONECO LTD-A | 500,000 | $9.2M | 0.7% | $17.60 | 0.00% | 1 qtr | New 55 |
EVENTBRITE INC | 155,000 | $4.3M | 0.3% | $28.41 | 0.00% | 1 qtr | New 45 |
REDFIN CORP | 289,855 | $4.2M | 0.3% | — | — | 1 qtr | New 45 |
Dragoneer Investment Group, LLC manages $1.3B across 25 positions as of Q4 2018. Top holdings: TWLO (17.9%), BABA (11.4%), DAY (10.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 25 new positions, 0 exits, 0 increased. Top move: TWLO (NEW, conviction 96). Portfolio: $1.3B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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