Dragoneer Investment Group as of March 31, 2020
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 24 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 26.7 | $598M | 21M | 27.92 | |
| Twilio Inc cl a (TWLO) | 13.3 | $297M | 3.3M | 89.49 | |
| Datadog Inc Cl A (DDOG) | 10.3 | $231M | 6.4M | 35.98 | |
| Dynatrace (DT) | 9.1 | $204M | 8.6M | 23.84 | |
| Alibaba Group Holding (BABA) | 7.5 | $169M | 868k | 194.48 | |
| Livongo Health | 5.8 | $131M | 4.6M | 28.53 | |
| Facebook Inc cl a (META) | 4.3 | $96M | 574k | 166.80 | |
| Servicenow (NOW) | 4.2 | $95M | 331k | 286.58 | |
| Square Inc cl a (SQ) | 3.9 | $87M | 1.7M | 52.38 | |
| Cargurus (CARG) | 3.1 | $69M | 3.6M | 18.94 | |
| 58 Com Inc spon adr rep a | 3.0 | $67M | 1.4M | 48.72 | |
| Greensky Inc Class A | 2.5 | $57M | 15M | 3.82 | |
| Ceridian Hcm Hldg (DAY) | 2.3 | $52M | 1.0M | 50.07 | |
| Peloton Interactive Inc cl a (PTON) | 1.5 | $33M | 1.3M | 26.55 | |
| Anaplan | 0.9 | $20M | 673k | 30.26 | |
| Medallia | 0.4 | $10M | 500k | 20.04 | |
| Xp Inc cl a (XP) | 0.4 | $9.3M | 481k | 19.29 | |
| Tencent Music Entertco L spon ad (TME) | 0.2 | $5.2M | 516k | 10.06 | |
| Sunlnd Onln Edu 25 Adr Rep Cl A Ord | 0.2 | $4.1M | 3.0M | 1.37 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 0.1 | $3.2M | 400k | 7.90 | |
| Netflix (NFLX) | 0.1 | $1.9M | 5.1k | 375.59 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $772k | 50k | 15.44 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $746k | 22k | 34.22 | |
| Svmk Inc ordinary shares | 0.0 | $400k | 30k | 13.52 |
