Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings31 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ZOOMINFO TECHNOLOGIES INC | 14.9M | $448.8M | 13.9% | $39.44 | -23.66% | 11 qtrssince 2020-Q2 | Increased 79 |
SNOWFLAKE INC-CLASS A | 2.6M | $374.1M | 11.6% | $215.95 | -33.53% | 10 qtrssince 2020-Q3 | Decreased 0 |
JAMF HLDG CORP | 17M | $362.5M | 11.2% | $36.16 | -41.10% | 10 qtrssince 2020-Q3 | Decreased 0 |
GLOBAL E ONLINE LTD | 12.8M | $264.2M | 8.2% | $27.62 | -25.27% | 7 qtrssince 2021-Q2 | Increased 81 |
DATADOG INC - CLASS A | 3.5M | $259.2M | 8.0% | $53.37 | +37.73% | 14 qtrssince 2019-Q3 | Decreased 0 |
NCINO INC | 7.4M | $194.8M | 6.0% | $39.01 | -32.22% | 4 qtrssince 2022-Q1 | Increased 61 |
UBER TECHNOLOGIES INC | 7.5M | $185.2M | 5.7% | $46.27 | -46.55% | 15 qtrssince 2019-Q2 | Decreased 0 |
DOORDASH INC - A | 3.6M | $173.5M | 5.4% | $123.73 | -60.54% | 9 qtrssince 2020-Q4 | Unchanged 0 |
CARGURUS INC | 9.3M | $130.1M | 4.0% | $24.03 | -41.71% | 12 qtrssince 2020-Q1 | Unchanged 0 |
CCC INTELLIGENT SOLUTIONS HO | 14.6M | $126.8M | 3.9% | $10.30 | -15.53% | 6 qtrssince 2021-Q3 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 28.1M | $114.5M | 3.5% | $9.40 | -56.70% | 5 qtrssince 2021-Q4 | Unchanged 0 |
PELOTON INTERACTIVE INC-A | 12.3M | $97.5M | 3.0% | $48.57 | -83.65% | 10 qtrssince 2020-Q3 | Increased 64 |
FARFETCH LTD ORD SH CL A | 15.5M | $73.4M | 2.3% | $13.12 | -63.95% | 4 qtrssince 2022-Q1 | Increased 55 |
XP INC | 4.7M | $71.4M | 2.2% | $13.67 | 0.00% | 1 qtr | New 78 |
CVENT HOLDING CORP | 12.6M | $67.8M | 2.1% | — | — | 5 qtrssince 2021-Q4 | Unchanged 0 |
CLEARWATER ANALYTICS HDS-A | 3.3M | $62.5M | 1.9% | $23.35 | -19.72% | 6 qtrssince 2021-Q3 | Decreased 0 |
ENFUSION INC | 6M | $58.3M | 1.8% | — | — | 5 qtrssince 2021-Q4 | Decreased 0 |
PROCORE TECHNOLOGIES INC | 882,429 | $41.6M | 1.3% | $92.97 | -49.25% | 7 qtrssince 2021-Q2 | Unchanged 0 |
SAMSARA INC | 2.7M | $33.8M | 1.0% | $23.85 | +63.55% | 5 qtrssince 2021-Q4 | Unchanged 0 |
ROBLOX CORP -CLASS A | 884,773 | $25.2M | 0.8% | $45.89 | -37.98% | 8 qtrssince 2021-Q1 | Increased 65 |
Dragoneer Investment Group, LLC manages $3.2B across 31 positions as of Q4 2022. Top holdings: GTM (13.9%), SNOW (11.6%), JAMF (11.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Added 1 new position, exited 5, increased 6, trimmed 8. Top move: GLBE (INCREASED, conviction 81). Portfolio: $3.2B across 31 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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