Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings64 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NU HOLDINGS LTD/CAYMAN ISL-A | 155M | $1.5B | 16.7% | $9.40 | 0.00% | 1 qtr | New 98 |
JAMF HLDG CORP | 20.2M | $766.8M | 8.8% | $36.16 | +9.26% | 6 qtrssince 2020-Q3 | Unchanged 0 |
RIVIAN AUTOMOTIVE INC-A | 5.2M | $540M | 6.2% | $103.42 | 0.00% | 1 qtr | New 97 |
DATADOG INC - CLASS A | 2.7M | $486.6M | 5.6% | $34.38 | +418.11% | 10 qtrssince 2019-Q3 | Unchanged 0 |
UBER TECHNOLOGIES INC | 11.3M | $474.7M | 5.4% | $46.27 | -7.79% | 11 qtrssince 2019-Q2 | Unchanged 0 |
SNOWFLAKE INC-CLASS A | 1.4M | $466.9M | 5.4% | $259.13 | +31.45% | 6 qtrssince 2020-Q3 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HO | 32.6M | $371.1M | 4.3% | $10.30 | +13.31% | 2 qtrssince 2021-Q3 | Increased 59 |
CARGURUS INC | 9.3M | $312.3M | 3.6% | $24.03 | +38.34% | 8 qtrssince 2020-Q1 | Unchanged 0 |
DYNATRACE INC | 4.8M | $289.3M | 3.3% | $25.59 | +136.68% | 10 qtrssince 2019-Q3 | Decreased 0 |
BLOCK INC | 1.8M | $287.1M | 3.3% | $58.47 | +182.80% | 8 qtrssince 2020-Q1 | Unchanged 0 |
CLEARWATER ANALYTICS HDS-A | 11.8M | $271.8M | 3.1% | $23.39 | -4.09% | 2 qtrssince 2021-Q3 | Increased 91 |
PROCORE TECHNOLOGIES INC | 3.1M | $247.5M | 2.8% | $92.97 | -12.91% | 3 qtrssince 2021-Q2 | Decreased 0 |
DOORDASH INC - A | 1.5M | $221.7M | 2.5% | $140.20 | +8.69% | 5 qtrssince 2020-Q4 | Decreased 0 |
TWILIO INC - A | 777,393 | $204.7M | 2.3% | $102.48 | +132.43% | 13 qtrssince 2018-Q4 | Unchanged 0 |
FLOOR & DECOR HOLDINGS INC-A | 1.4M | $183.7M | 2.1% | $57.07 | +127.76% | 7 qtrssince 2020-Q2 | Unchanged 0 |
PELOTON INTERACTIVE INC-A | 4.8M | $172.8M | 2.0% | $94.56 | -60.67% | 6 qtrssince 2020-Q3 | Increased 64 |
ENDEAVOR GROUP HLDGS INC | 4.2M | $145.4M | 1.7% | — | — | 3 qtrssince 2021-Q2 | Unchanged 0 |
ENFUSION INC | 6.4M | $134.5M | 1.5% | — | — | 1 qtr | New 69 |
CS DISCO INC | 3.4M | $122.5M | 1.4% | $39.38 | -8.18% | 2 qtrssince 2021-Q3 | Increased 77 |
META PLATFORMS INC-CLASS A | 339,374 | $114.1M | 1.3% | $148.35 | +130.51% | 13 qtrssince 2018-Q4 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $8.7B across 64 positions as of Q4 2021. Top holdings: NU (16.7%), JAMF (8.8%), RIVN (6.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 16 new positions, 24 exits, 6 increased. Top move: NU (NEW, conviction 98). Portfolio: $8.7B across 64 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