Dragoneer Investment Group as of Sept. 30, 2018
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 21 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spotify Technology Sa (SPOT) | 17.6 | $215M | 1.2M | 180.83 | |
| Twilio Inc cl a (TWLO) | 15.0 | $184M | 2.1M | 86.28 | |
| Ceridian Hcm Hldg (DAY) | 13.4 | $164M | 3.9M | 42.03 | |
| Alibaba Group Holding (BABA) | 8.8 | $108M | 657k | 164.76 | |
| Facebook Inc cl a (META) | 7.8 | $95M | 578k | 164.46 | |
| Servicenow (NOW) | 6.3 | $77M | 395k | 195.63 | |
| 58 Com Inc spon adr rep a | 6.1 | $75M | 1.0M | 73.60 | |
| Redfin Corp (RDFN) | 5.0 | $61M | 3.3M | 18.70 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 4.4 | $55M | 2.0M | 27.23 | |
| Sendgrid | 4.4 | $54M | 1.5M | 36.79 | |
| MercadoLibre (MELI) | 2.5 | $31M | 90k | 340.47 | |
| Netflix (NFLX) | 2.4 | $30M | 80k | 374.13 | |
| Sunlnd Onln Edu 25 Adr Rep Cl A Ord | 1.6 | $19M | 3.2M | 6.05 | |
| Tenable Hldgs (TENB) | 0.9 | $12M | 300k | 38.88 | |
| Smartsheet (SMAR) | 0.9 | $11M | 354k | 31.26 | |
| Appfolio (APPF) | 0.8 | $11M | 133k | 78.40 | |
| Greensky Inc Class A | 0.7 | $8.0M | 447k | 18.00 | |
| Eventbrite (EB) | 0.6 | $7.6M | 200k | 37.97 | |
| Jd (JD) | 0.6 | $6.8M | 262k | 26.09 | |
| Dropbox Inc-class A (DBX) | 0.1 | $1.8M | 68k | 26.82 | |
| Domo Cl B Ord (DOMO) | 0.1 | $1.0M | 48k | 21.45 |
