Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings28 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTD | 12.4M | $492.9M | 10.7% | $28.89 | +37.16% | 11 qtrssince 2021-Q2 | Increased 68 |
BLOCK INC | 6.2M | $479.4M | 10.4% | $56.20 | +37.65% | 4 qtrssince 2023-Q1 | Decreased 0 |
ROBLOX CORP -CLASS A | 9.3M | $423.2M | 9.2% | $33.19 | +37.77% | 12 qtrssince 2021-Q1 | Unchanged 0 |
ZOOMINFO TECHNOLOGIES INC | 22.1M | $409M | 8.9% | $34.61 | -46.58% | 15 qtrssince 2020-Q2 | Unchanged 0 |
DOORDASH INC - A | 3.7M | $362.8M | 7.9% | $109.28 | -9.51% | 13 qtrssince 2020-Q4 | Decreased 0 |
PDD HOLDINGS INC | 2.1M | $306.9M | 6.7% | $73.11 | +100.13% | 3 qtrssince 2023-Q2 | Decreased 0 |
DATADOG INC - CLASS A | 2.5M | $298.5M | 6.5% | $55.49 | +118.74% | 18 qtrssince 2019-Q3 | Decreased 0 |
JAMF HLDG CORP | 16.5M | $298.3M | 6.5% | $36.16 | -50.06% | 14 qtrssince 2020-Q3 | Unchanged 0 |
COUPANG INC | 17.3M | $280.3M | 6.1% | $16.73 | -3.21% | 2 qtrssince 2023-Q3 | Increased 84 |
KANZHUN LIMITED | 12.6M | $210M | 4.6% | $15.02 | +9.81% | 2 qtrssince 2023-Q3 | Increased 62 |
NCINO INC | 4.6M | $155.5M | 3.4% | $37.49 | -10.29% | 8 qtrssince 2022-Q1 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HO | 12.1M | $137.8M | 3.0% | $10.30 | +10.59% | 10 qtrssince 2021-Q3 | Decreased 0 |
OSCAR HEALTH INC - CLASS A | 12.7M | $116.4M | 2.5% | $9.59 | -4.56% | 12 qtrssince 2021-Q1 | Increased 74 |
NU HOLDINGS LTD/CAYMAN ISL-A | 13.6M | $113.1M | 2.5% | $9.40 | -11.38% | 9 qtrssince 2021-Q4 | Decreased 0 |
GRAB HOLDINGS LTD - CL A | 31.2M | $105.1M | 2.3% | $3.47 | -2.91% | 3 qtrssince 2023-Q2 | Unchanged 0 |
TOAST INC-CLASS A | 4.5M | $82.9M | 1.8% | $22.88 | -20.19% | 3 qtrssince 2023-Q2 | Unchanged 0 |
PELOTON INTERACTIVE INC-A | 11.3M | $68.7M | 1.5% | $34.67 | -82.44% | 14 qtrssince 2020-Q3 | Decreased 0 |
SNOWFLAKE INC-CLASS A | 286,854 | $57.1M | 1.2% | $204.36 | -2.62% | 14 qtrssince 2020-Q3 | Unchanged 0 |
ENGAGESMART INC | 2.2M | $50.2M | 1.1% | — | — | 2 qtrssince 2023-Q3 | Unchanged 0 |
CARGURUS INC | 1.8M | $44.4M | 1.0% | $24.03 | +48.83% | 16 qtrssince 2020-Q1 | Decreased 0 |
Dragoneer Investment Group, LLC manages $4.6B across 28 positions as of Q4 2023. Top holdings: GLBE (10.7%), XYZ (10.4%), RBLX (9.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Added 1 new position, exited 2, increased 4, trimmed 11. Top move: CPNG (INCREASED, conviction 84). Portfolio: $4.6B across 28 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.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer