Dragoneer Investment Group as of Dec. 31, 2019
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 21 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 26.4 | $635M | 21M | 29.74 | |
| Twilio Inc cl a (TWLO) | 12.2 | $294M | 3.0M | 98.28 | |
| Datadog Inc Cl A (DDOG) | 10.8 | $261M | 6.9M | 37.78 | |
| Alibaba Group Holding (BABA) | 9.5 | $228M | 1.1M | 212.10 | |
| Dynatrace (DT) | 8.2 | $197M | 7.8M | 25.30 | |
| Ceridian Hcm Hldg (DAY) | 6.0 | $145M | 2.1M | 67.88 | |
| Greensky Inc Class A | 5.7 | $137M | 15M | 8.90 | |
| Livongo Health | 4.8 | $115M | 4.6M | 25.06 | |
| Servicenow (NOW) | 4.6 | $112M | 396k | 282.32 | |
| 58 Com Inc spon adr rep a | 3.7 | $89M | 1.4M | 64.73 | |
| Facebook Inc cl a (META) | 2.5 | $60M | 291k | 205.25 | |
| Xp Inc cl a (XP) | 1.9 | $47M | 1.2M | 38.52 | |
| Upwork (UPWK) | 0.7 | $17M | 1.6M | 10.67 | |
| Bill Com Holdings Ord (BILL) | 0.7 | $17M | 452k | 38.05 | |
| Peloton Interactive Inc cl a (PTON) | 0.7 | $16M | 555k | 28.40 | |
| Medallia | 0.7 | $16M | 500k | 31.11 | |
| Sunlnd Onln Edu 25 Adr Rep Cl A Ord | 0.3 | $7.7M | 3.0M | 2.57 | |
| Zoom Video Communications In cl a (ZM) | 0.3 | $6.8M | 100k | 68.04 | |
| Tencent Music Entertco L spon ad (TME) | 0.2 | $6.1M | 516k | 11.74 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 0.2 | $4.1M | 400k | 10.35 | |
| Netflix (NFLX) | 0.1 | $1.7M | 5.1k | 323.63 |
