Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings21 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC | 21.4M | $635.2M | 26.4% | $46.30 | -35.77% | 3 qtrssince 2019-Q2 | Increased 62 |
TWILIO INC - A | 3M | $293.9M | 12.2% | $95.18 | +2.74% | 5 qtrssince 2018-Q4 | Increased 65 |
DATADOG INC - CLASS A | 6.9M | $260.7M | 10.8% | $32.27 | +15.06% | 2 qtrssince 2019-Q3 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 1.1M | $228.2M | 9.5% | $133.44 | +51.52% | 5 qtrssince 2018-Q4 | Decreased 0 |
DYNATRACE INC | 7.8M | $196.7M | 8.2% | $19.77 | +31.59% | 2 qtrssince 2019-Q3 | Increased 68 |
DAYFORCE INC | 2.1M | $145M | 6.0% | $34.80 | +95.41% | 5 qtrssince 2018-Q4 | Decreased 0 |
GREENSKY INC | 15.3M | $136.6M | 5.7% | — | — | 5 qtrssince 2018-Q4 | Unchanged 0 |
LIVONGO HEALTH INC COM | 4.6M | $114.8M | 4.8% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 |
SERVICENOW INC | 395,787 | $111.7M | 4.6% | $38.94 | +45.26% | 5 qtrssince 2018-Q4 | Unchanged 0 |
58 COM INC | 1.4M | $88.8M | 3.7% | — | — | 5 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 290,565 | $59.6M | 2.5% | $132.28 | +53.45% | 5 qtrssince 2018-Q4 | Decreased 0 |
XP INC | 1.2M | $46.6M | 1.9% | $34.11 | 0.00% | 1 qtr | New 68 |
BILL Holdings, Inc. | 451,923 | $17.2M | 0.7% | $36.93 | 0.00% | 1 qtr | New 56 |
UPWORK INC | 1.6M | $17.1M | 0.7% | $17.06 | -50.23% | 5 qtrssince 2018-Q4 | Decreased 0 |
PELOTON INTERACTIVE INC-A | 554,974 | $15.8M | 0.7% | $25.24 | +9.71% | 2 qtrssince 2019-Q3 | Decreased 0 |
MEDALLIA INC | 500,000 | $15.6M | 0.6% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 |
Sunlands Technology Group | 3M | $7.7M | 0.3% | — | — | — | — |
ZOOM COMMUNICATIONS INC | 100,000 | $6.8M | 0.3% | $66.79 | +58.65% | 1 qtr | New 46 |
TENCENT MUSIC ENTERTAINM-ADR | 515,464 | $6.1M | 0.3% | $13.13 | -13.05% | 5 qtrssince 2018-Q4 | Decreased 0 |
FARFETCH LTD ORD SH CL A | 400,000 | $4.1M | 0.2% | $17.95 | -43.29% | 5 qtrssince 2018-Q4 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $2.4B across 21 positions as of Q4 2019. Top holdings: UBER (26.4%), TWLO (12.2%), DDOG (10.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Added 3 new positions, exited 5, increased 3, trimmed 9. Top move: DT (INCREASED, conviction 68). Portfolio: $2.4B across 21 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer