Dragoneer Investment Group as of Dec. 31, 2018
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 25 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Inc cl a (TWLO) | 17.9 | $230M | 2.6M | 89.30 | |
| Alibaba Group Holding (BABA) | 11.4 | $147M | 1.1M | 137.07 | |
| Ceridian Hcm Hldg (DAY) | 10.5 | $135M | 3.9M | 34.49 | |
| Spotify Technology Sa (SPOT) | 8.3 | $106M | 937k | 113.50 | |
| Tencent Music Entertco L spon ad (TME) | 8.1 | $103M | 7.8M | 13.22 | |
| Sendgrid | 7.1 | $91M | 2.1M | 43.17 | |
| Greensky Inc Class A | 5.8 | $74M | 7.7M | 9.57 | |
| 58 Com Inc spon adr rep a | 5.6 | $72M | 1.3M | 54.21 | |
| Servicenow (NOW) | 5.5 | $70M | 395k | 178.05 | |
| Facebook Inc cl a (META) | 4.9 | $63M | 481k | 131.09 | |
| Shopify Inc cl a (SHOP) | 3.1 | $40M | 292k | 138.45 | |
| Upwork (UPWK) | 2.1 | $27M | 1.5M | 18.11 | |
| MercadoLibre (MELI) | 2.0 | $26M | 90k | 292.85 | |
| Netflix (NFLX) | 1.7 | $22M | 82k | 267.66 | |
| Elastic N V ord (ESTC) | 1.7 | $21M | 300k | 71.48 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 1.4 | $18M | 1.0M | 17.71 | |
| Sunlnd Onln Edu 25 Adr Rep Cl A Ord | 0.8 | $9.6M | 3.2M | 3.04 | |
| Stoneco (STNE) | 0.7 | $9.2M | 500k | 18.44 | |
| Eventbrite (EB) | 0.3 | $4.3M | 155k | 27.81 | |
| Redfin Corp (RDFN) | 0.3 | $4.2M | 290k | 14.40 | |
| Jd (JD) | 0.3 | $4.1M | 195k | 20.93 | |
| Smartsheet (SMAR) | 0.1 | $1.7M | 69k | 24.87 | |
| Anaplan | 0.1 | $1.3M | 50k | 26.54 | |
| Domo Cl B Ord (DOMO) | 0.1 | $950k | 48k | 19.63 | |
| Trade Desk (TTD) | 0.1 | $655k | 5.6k | 116.07 |
