Dragoneer Investment

Latest statistics and disclosures from Dragoneer Investment Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GLBE, ZI, RBLX, CPNG, FLUT, and represent 43.40% of Dragoneer Investment Group's stock portfolio.
  • Added to shares of these 10 stocks: FLUT (+$336M), DT (+$213M), BZ (+$93M), TOST (+$75M), GLBE (+$37M), CPNG (+$34M), ALAB (+$22M), TBBB (+$19M), AS, RDDT.
  • Started 6 new stock positions in FLUT, ALAB, DT, RDDT, TBBB, AS.
  • Reduced shares in these 10 stocks: DASH (-$285M), DDOG (-$270M), SQ (-$238M), PDD (-$118M), NCNO (-$107M), GRAB (-$71M), Engagesmart (-$50M), SNOW (-$46M), CARG (-$44M), CWAN (-$18M).
  • Sold out of its positions in CARG, CWAN, Engagesmart, CART, BIRK.
  • Dragoneer Investment Group was a net seller of stock by $-450M.
  • Dragoneer Investment Group has $4.3B in assets under management (AUM), dropping by -6.24%.
  • Central Index Key (CIK): 0001602189

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Portfolio Holdings for Dragoneer Investment Group

Dragoneer Investment Group holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global E Online SHS (GLBE) 11.3 $489M +8% 13M 36.35
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Zoominfo Technologies Common Stock (ZI) 8.2 $355M 22M 16.03
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Roblox Corp Cl A (RBLX) 8.2 $353M 9.3M 38.18
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Coupang Cl A (CPNG) 7.9 $342M +11% 19M 17.79
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Flutter Entmt SHS (FLUT) 7.8 $336M NEW 1.7M 199.35
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Kanzhun Sponsored Ads (BZ) 7.3 $314M +41% 18M 17.53
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Jamf Hldg Corp (JAMF) 7.0 $303M 17M 18.35
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Block Cl A (SQ) 6.6 $287M -45% 3.4M 84.58
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Doordash Cl A (DASH) 5.1 $221M -56% 1.6M 137.72
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Dynatrace Com New (DT) 4.9 $213M NEW 4.6M 46.44
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Oscar Health Cl A (OSCR) 4.4 $189M 13M 14.87
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Toast Cl A (TOST) 4.4 $189M +66% 7.6M 24.92
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Nu Hldgs Ord Shs Cl A (NU) 3.6 $158M -2% 13M 11.93
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Ccc Intelligent Solutions Holdings (CCCS) 3.3 $145M 12M 11.96
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Pdd Holdings Sponsored Ads (PDD) 2.9 $126M -48% 1.1M 116.25
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Ncino (NCNO) 1.5 $66M -61% 1.8M 37.38
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Procore Technologies (PCOR) 1.2 $52M 634k 82.17
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Peloton Interactive Cl A Com (PTON) 1.1 $48M 11M 4.29
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Datadog Cl A Com (DDOG) 0.8 $34M -88% 272k 123.60
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Grab Holdings Class A Ord (GRAB) 0.6 $27M -72% 8.5M 3.14
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Astera Labs (ALAB) 0.5 $22M NEW 300k 74.19
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Bbb Foods Cl A Com (TBBB) 0.4 $19M NEW 800k 23.78
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Klaviyo Com Ser A (KVYO) 0.3 $13M 500k 25.48
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Root Cl A New (ROOT) 0.2 $9.4M 154k 61.08
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Amer Sports Com Shs (AS) 0.1 $4.9M NEW 300k 16.30
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Nextdoor Holdings Com Cl A (KIND) 0.1 $4.5M 2.0M 2.25
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Reddit Cl A (RDDT) 0.0 $1.5M NEW 30k 49.32
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23andme Holding Class A Com (ME) 0.0 $266k 500k 0.53
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Snowflake Cl A (SNOW) 0.0 $81k -99% 500.00 161.60
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Past Filings by Dragoneer Investment Group

SEC 13F filings are viewable for Dragoneer Investment Group going back to 2014

View all past filings