Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings25 positions
TWILIO INC - A | 2.6M | $230.2M | 17.9% | $86.02 | 0.00% | 1 qtr | First report 0 |
ALIBABA GROUP HOLDING LTD | 1.1M | $146.7M | 11.4% | $132.09 | 0.00% | 1 qtr | First report 0 |
CERIDIAN HCM HOLDING INC | 3.9M | $134.5M | 10.5% | $33.97 | 0.00% | 1 qtr | First report 0 |
SPOTIFY TECHNOLOGY SA | 937,410 | $106.4M | 8.3% | $112.16 | 0.00% | 1 qtr | First report 0 |
TENCENT MUSIC ENTERTAINM-ADR | 7.8M | $103.3M | 8.0% | $13.11 | 0.00% | 1 qtr | First report 0 |
SendGrid, Inc. | 2.1M | $91.1M | 7.1% | $41.55 | — | 1 qtr | First report 0 |
GREENSKY INC | 7.7M | $74.1M | 5.8% | — | — | 1 qtr | First report 0 |
58.COM INC-CLASS A | 1.3M | $72.3M | 5.6% | — | — | 1 qtr | First report 0 |
SERVICENOW INC | 395,277 | $70.4M | 5.5% | $36.07 | 0.00% | 1 qtr | First report 0 |
FACEBOOK INC-CLASS A | 481,266 | $63.1M | 4.9% | $129.85 | 0.00% | 1 qtr | First report 0 |
SHOPIFY INC - CLASS A | 291,910 | $40.4M | 3.1% | $13.35 | +1179.78% | 1 qtr | First report 0 |
UPWORK INC | 1.5M | $27.4M | 2.1% | $17.86 | 0.00% | 1 qtr | First report 0 |
MERCADOLIBRE INC | 89,500 | $26.2M | 2.0% | $292.09 | 0.00% | 1 qtr | First report 0 |
NETFLIX INC | 81,805 | $21.9M | 1.7% | $25.61 | 0.00% | 1 qtr | First report 0 |
ELASTIC NV | 300,000 | $21.4M | 1.7% | $69.99 | 0.00% | 1 qtr | First report 0 |
FARFETCH LTD-CLASS A | 1M | $17.7M | 1.4% | $17.95 | 0.00% | 1 qtr | First report 0 |
SUNLANDS TECHNOLOGY GROUP | 3.2M | $9.6M | 0.8% | $38.13 | 0.00% | 1 qtr | First report 0 |
STONECO LTD-A | 500,000 | $9.2M | 0.7% | $17.60 | 0.00% | 1 qtr | First report 0 |
EVENTBRITE INC | 155,000 | $4.3M | 0.3% | $28.41 | 0.00% | 1 qtr | First report 0 |
REDFIN CORP | 289,855 | $4.2M | 0.3% | — | — | 1 qtr | First report 0 |
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 Score: 1/5.0.
First quarter we have for this fund: 25 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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.
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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