Dragoneer Investment Group as of June 30, 2020
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 23 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 20.6 | $621M | 20M | 31.08 | |
| Datadog Cl A Com (DDOG) | 14.2 | $428M | 4.9M | 86.95 | |
| Dynatrace (DT) | 8.8 | $266M | 6.6M | 40.60 | |
| Twilio Cl A (TWLO) | 8.5 | $256M | 1.2M | 219.42 | |
| Square Cl A (SQ) | 6.2 | $187M | 1.8M | 104.94 | |
| Livongo Health | 5.9 | $178M | 2.4M | 75.19 | |
| Zoominfo Technologies Com Cl A (ZI) | 5.3 | $159M | 3.1M | 51.03 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.0 | $151M | 700k | 215.70 | |
| Cargurus Com Cl A (CARG) | 4.8 | $144M | 5.7M | 25.35 | |
| Servicenow (NOW) | 4.1 | $123M | 305k | 405.06 | |
| Facebook Cl A (META) | 3.3 | $98M | 434k | 227.07 | |
| Floor & Decor Hldgs Cl A (FND) | 3.0 | $91M | 1.6M | 57.65 | |
| Agora Ads (API) | 2.9 | $88M | 2.0M | 44.17 | |
| Greensky Cl A | 2.4 | $73M | 15M | 4.90 | |
| Ceridian Hcm Hldg (DAY) | 2.4 | $71M | 900k | 79.27 | |
| 58 Spon Adr Rep A | 2.0 | $61M | 1.1M | 53.94 | |
| Arco Platform Com Cl A | 0.3 | $9.1M | 210k | 43.48 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.2 | $6.5M | 482k | 13.46 | |
| Sunlands Technology Group Ads | 0.1 | $4.0M | 3.0M | 1.34 | |
| Pinterest Cl A (PINS) | 0.0 | $1.1M | 50k | 22.18 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $1.1M | 12k | 90.17 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.0M | 10k | 100.30 | |
| XP Cl A (XP) | 0.0 | $418k | 9.9k | 42.02 |
