Dragoneer Investment

Dragoneer Investment Group as of Dec. 31, 2021

Portfolio Holdings for Dragoneer Investment Group

Dragoneer Investment Group holds 64 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nu Hldgs Ord Shs Cl A (NU) 16.7 $1.5B 155M 9.38
Jamf Hldg Corp (JAMF) 8.8 $767M 20M 38.01
Rivian Automotive Com Cl A (RIVN) 6.2 $540M 5.2M 103.69
Datadog Cl A Com (DDOG) 5.6 $487M 2.7M 178.11
Uber Technologies (UBER) 5.4 $475M 11M 41.93
Snowflake Cl A (SNOW) 5.4 $467M 1.4M 338.75
Ccc Intelligent Solutions Holdings (CCCS) 4.3 $371M 33M 11.39
Cargurus Com Cl A (CARG) 3.6 $312M 9.3M 33.64
Dynatrace Com New (DT) 3.3 $289M 4.8M 60.35
Block Cl A (SQ) 3.3 $287M 1.8M 161.51
Clearwater Analytics Hldgs I Cl A (CWAN) 3.1 $272M 12M 22.98
Procore Technologies (PCOR) 2.8 $248M 3.1M 79.97
Doordash Cl A (DASH) 2.5 $222M 1.5M 148.90
Twilio Cl A (TWLO) 2.3 $205M 777k 263.34
Floor & Decor Hldgs Cl A (FND) 2.1 $184M 1.4M 130.01
Peloton Interactive Cl A Com (PTON) 2.0 $173M 4.8M 35.76
Endeavor Group Hldgs Cl A Com (EDR) 1.7 $145M 4.2M 34.89
Enfusion Cl A (ENFN) 1.5 $135M 6.4M 20.94
Cs Disco (LAW) 1.4 $123M 3.4M 35.75
Meta Platforms Cl A (META) 1.3 $114M 339k 336.35
Airbnb Com Cl A (ABNB) 1.3 $110M 660k 166.49
Samsara Com Cl A (IOT) 1.2 $108M 3.8M 28.11
Zoominfo Technologies Com Cl A (ZI) 1.2 $108M 1.7M 64.20
Cvent Holding Corp Common Stock 1.2 $103M 13M 8.17
Roblox Corp Cl A (RBLX) 1.1 $99M 958k 103.16
Datto Hldg Corp 1.1 $98M 3.7M 26.35
Ncino 1.0 $88M 1.6M 54.86
Global E Online SHS (GLBE) 0.9 $78M 1.2M 63.39
Bumble Com Cl A (BMBL) 0.8 $68M 2.0M 33.86
Engagesmart Common Stock 0.8 $67M 2.8M 24.12
Robinhood Mkts Com Cl A (HOOD) 0.8 $65M 3.7M 17.76
Goodrx Hldgs Com Cl A (GDRX) 0.5 $43M 1.3M 32.68
Health Assurn Acquisition Com Cl A 0.4 $39M 4.0M 9.77
Squarespace Class A (SQSP) 0.4 $38M 1.3M 29.50
Playtika Hldg Corp (PLTK) 0.4 $36M 2.1M 17.29
Uipath Cl A (PATH) 0.4 $32M 749k 43.13
Arco Platform Com Cl A 0.3 $28M 1.4M 20.89
Sana Biotechnology (SANA) 0.3 $23M 1.5M 15.48
Gitlab Class A Com (GTLB) 0.2 $22M 250k 87.00
Grab Holdings Class A Ord (GRAB) 0.2 $22M 3.0M 7.13
Oscar Health Cl A (OSCR) 0.2 $20M 2.5M 7.85
Braze Com Cl A (BRZE) 0.2 $19M 250k 77.16
Nextdoor Holdings Com Cl A (KIND) 0.2 $16M 2.0M 7.89
Olo Cl A (OLO) 0.2 $16M 750k 20.81
Duolingo Cl A Com (DUOL) 0.2 $13M 125k 106.11
On Hldg Namen Akt A (ONON) 0.1 $11M 300k 37.81
Hashicorp Com Cl A (HCP) 0.1 $11M 120k 91.04
Hippo Hldgs Common Stock 0.1 $9.4M 3.3M 2.83
Root Com Cl A 0.1 $8.6M 2.8M 3.10
Supernova Partners Acquistn Shs Cl A 0.1 $7.2M 700k 10.29
Definitive Healthcare Corp Class A Com (DH) 0.1 $6.8M 250k 27.33
Tcv Acquisition Corp Cl A Shs 0.1 $4.9M 500k 9.86
Meli Kaszek Pioneer Corp Class A Ord 0.1 $4.6M 400k 11.56
Alkami Technology (ALKT) 0.0 $4.0M 200k 20.06
Udemy (UDMY) 0.0 $3.9M 200k 19.54
Vtex Shs Cl A (VTEX) 0.0 $3.8M 350k 10.72
23andme Holding Class A Com (ME) 0.0 $3.3M 500k 6.66
Freshworks Class A Com (FRSH) 0.0 $2.6M 100k 26.26
Doma Holdings Common Stock 0.0 $2.5M 500k 5.08
Portage Fintech Acquisitn Class A Ord Shs (PFTA) 0.0 $1.8M 182k 9.72
Health Assurn Acquisition *w Exp 11/12/202 0.0 $830k 1.0M 0.83
Supernova Partners Acquistn *w Exp 99/99/999 0.0 $415k 175k 2.37
Grab Holdings *w Exp 12/01/202 (GRABW) 0.0 $215k 102k 2.11
Portage Fintech Acquisitn *w Exp 07/08/202 (PFTAW) 0.0 $39k 61k 0.64