Dragoneer Investment Group as of June 30, 2023
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 26 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zoominfo Technologies Common Stock (ZI) | 11.6 | $562M | 22M | 25.39 | |
| Global E Online SHS (GLBE) | 10.7 | $521M | 13M | 40.94 | |
| Doordash Cl A (DASH) | 7.5 | $363M | 4.7M | 76.42 | |
| Datadog Cl A Com (DDOG) | 7.3 | $354M | 3.6M | 98.38 | |
| Uber Technologies (UBER) | 6.7 | $323M | 7.5M | 43.17 | |
| Jamf Hldg Corp (JAMF) | 6.7 | $323M | 17M | 19.52 | |
| Block Cl A (SQ) | 6.4 | $312M | 4.7M | 66.57 | |
| Snowflake Cl A (SNOW) | 5.5 | $266M | 1.5M | 175.98 | |
| Ncino (NCNO) | 5.1 | $246M | 8.2M | 30.12 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.6 | $222M | 28M | 7.89 | |
| Cargurus Com Cl A (CARG) | 4.3 | $210M | 9.3M | 22.63 | |
| Farfetch Ord Sh Cl A (FTCHF) | 4.2 | $205M | 34M | 6.04 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.7 | $180M | 2.6M | 69.14 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 3.3 | $159M | 14M | 11.21 | |
| Peloton Interactive Cl A Com (PTON) | 2.3 | $110M | 14M | 7.69 | |
| Roblox Corp Cl A (RBLX) | 2.2 | $104M | 2.6M | 40.30 | |
| Toast Cl A (TOST) | 2.1 | $103M | 4.5M | 22.57 | |
| Oscar Health Cl A (OSCR) | 1.4 | $66M | 8.1M | 8.06 | |
| Procore Technologies (PCOR) | 1.2 | $57M | 882k | 65.07 | |
| Grab Holdings Class A Ord (GRAB) | 1.0 | $49M | 14M | 3.43 | |
| Kenvue (KVUE) | 0.9 | $42M | 1.6M | 26.42 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.8 | $40M | 2.5M | 15.87 | |
| Arco Platform Com Cl A | 0.4 | $19M | 1.6M | 12.14 | |
| Nextdoor Holdings Com Cl A (KIND) | 0.1 | $6.5M | 2.0M | 3.26 | |
| Root Cl A New (ROOT) | 0.0 | $1.4M | 154k | 8.94 | |
| 23andme Holding Class A Com (ME) | 0.0 | $875k | 500k | 1.75 |
