Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings40 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC-CLASS A | 3.9M | $1.1B | 16.3% | $259.13 | +16.13% | 2 qtrssince 2020-Q3 | Decreased 0 |
UBER TECHNOLOGIES INC | 14M | $715.5M | 10.7% | $46.27 | +14.88% | 7 qtrssince 2019-Q2 | Decreased 0 |
DOORDASH INC - A | 4.4M | $623.2M | 9.3% | $140.20 | 0.00% | 1 qtr | New 98 |
AIRBNB INC-CLASS A | 3.2M | $473.2M | 7.1% | $148.43 | 0.00% | 1 qtr | New 98 |
DATADOG INC - CLASS A | 4.4M | $436.3M | 6.5% | $33.91 | +190.30% | 6 qtrssince 2019-Q3 | Decreased 0 |
BLOCK INC | 1.8M | $386.9M | 5.8% | $58.47 | +278.07% | 4 qtrssince 2020-Q1 | Unchanged 0 |
DYNATRACE INC | 8.6M | $371.6M | 5.6% | $25.55 | +70.98% | 6 qtrssince 2019-Q3 | Increased 72 |
CARGURUS INC | 8.6M | $271.9M | 4.1% | $24.05 | +34.53% | 4 qtrssince 2020-Q1 | Increased 74 |
TWILIO INC - A | 752,883 | $254.9M | 3.8% | $95.36 | +266.56% | 9 qtrssince 2018-Q4 | Unchanged 0 |
DUCK CREEK TECHNOLOGIES INC | 4.4M | $192.3M | 2.9% | — | — | 2 qtrssince 2020-Q3 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 802,216 | $186.7M | 2.8% | $156.10 | +45.04% | 9 qtrssince 2018-Q4 | Increased 68 |
JAMF HLDG CORP | 5.4M | $162.9M | 2.4% | $33.07 | -10.90% | 2 qtrssince 2020-Q3 | Increased 84 |
ZOOMINFO TECHNOLOGIES INC | 3.4M | $162.4M | 2.4% | $50.04 | -6.02% | 3 qtrssince 2020-Q2 | Unchanged 0 |
UNITY SOFTWARE INC | 1M | $153.5M | 2.3% | $94.92 | +63.11% | 2 qtrssince 2020-Q3 | Unchanged 0 |
FLOOR & DECOR HOLDINGS INC-A | 1.6M | $145.8M | 2.2% | $57.07 | +64.18% | 3 qtrssince 2020-Q2 | Unchanged 0 |
ROOT INC | 9.3M | $145.5M | 2.2% | — | — | — | — |
SMARTSHEET INC | 2M | $141.8M | 2.1% | — | — | 1 qtr | New 79 |
FUBOTV INC | 4.3M | $120.3M | 1.8% | $33.31 | 0.00% | 1 qtr | — |
DATTO HLDG CORP | 3.7M | $100.1M | 1.5% | — | — | 1 qtr | New 69 |
META PLATFORMS INC-CLASS A | 339,374 | $92.7M | 1.4% | $148.35 | +81.99% | 9 qtrssince 2018-Q4 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $6.7B across 40 positions as of Q4 2020. Top holdings: SNOW (16.3%), UBER (10.7%), DASH (9.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 9 new positions, 2 exits, 5 increased. Top move: DASH (NEW, conviction 98). Portfolio: $6.7B across 40 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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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