Dragoneer Investment Group as of Sept. 30, 2019
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 23 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 27.4 | $648M | 21M | 30.47 | |
| Twilio Inc cl a (TWLO) | 13.0 | $308M | 2.8M | 109.96 | |
| Datadog Inc Cl A (DDOG) | 10.8 | $256M | 7.5M | 33.91 | |
| Alibaba Group Holding (BABA) | 8.0 | $188M | 1.1M | 167.23 | |
| Ceridian Hcm Hldg (DAY) | 5.9 | $140M | 2.8M | 49.37 | |
| Dynatrace (DT) | 5.4 | $128M | 6.9M | 18.67 | |
| Greensky Inc Class A | 4.4 | $105M | 15M | 6.84 | |
| Servicenow (NOW) | 4.2 | $101M | 396k | 253.85 | |
| Yandex Nv-a (YNDX) | 3.8 | $91M | 2.6M | 35.01 | |
| Livongo Health | 3.6 | $84M | 4.8M | 17.44 | |
| 58 Com Inc spon adr rep a | 3.0 | $71M | 1.4M | 49.31 | |
| Facebook Inc cl a (META) | 2.9 | $69M | 385k | 178.08 | |
| Spotify Technology Sa (SPOT) | 2.1 | $49M | 428k | 114.00 | |
| Upwork (UPWK) | 1.7 | $40M | 3.0M | 13.31 | |
| Peloton Interactive Inc cl a (PTON) | 1.3 | $30M | 1.2M | 25.10 | |
| Medallia | 0.6 | $14M | 500k | 27.43 | |
| Tencent Music Entertco L spon ad (TME) | 0.5 | $13M | 980k | 12.77 | |
| Elastic N V ord (ESTC) | 0.5 | $12M | 150k | 82.34 | |
| Sunlnd Onln Edu 25 Adr Rep Cl A Ord | 0.4 | $8.8M | 3.0M | 2.95 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 0.1 | $3.5M | 400k | 8.64 | |
| Eventbrite (EB) | 0.1 | $2.7M | 155k | 17.71 | |
| Stoneco (STNE) | 0.1 | $1.7M | 50k | 34.78 | |
| Netflix (NFLX) | 0.1 | $1.4M | 5.1k | 267.58 |
