Dragoneer Investment Group as of March 31, 2021
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 48 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Snowflake Cl A (SNOW) | 10.8 | $751M | 3.3M | 229.28 | |
| Uber Technologies (UBER) | 8.8 | $617M | 11M | 54.51 | |
| Airbnb Com Cl A (ABNB) | 8.7 | $606M | 3.2M | 187.94 | |
| Doordash Cl A (DASH) | 6.9 | $485M | 3.7M | 131.13 | |
| Dynatrace Com New (DT) | 5.9 | $415M | 8.6M | 48.24 | |
| Square Cl A (SQ) | 5.8 | $404M | 1.8M | 227.05 | |
| Datadog Cl A Com (DDOG) | 5.3 | $373M | 4.5M | 83.34 | |
| Twilio Cl A (TWLO) | 3.8 | $265M | 777k | 340.76 | |
| Cargurus Com Cl A (CARG) | 3.2 | $221M | 9.3M | 23.83 | |
| Duck Creek Technologies SHS | 2.9 | $200M | 4.4M | 45.14 | |
| Jamf Hldg Corp (JAMF) | 2.9 | $200M | 5.6M | 35.32 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.6 | $182M | 802k | 226.73 | |
| Zoominfo Technologies Com Cl A (ZI) | 2.4 | $165M | 3.4M | 48.90 | |
| Floor & Decor Hldgs Cl A (FND) | 2.1 | $150M | 1.6M | 95.48 | |
| Peloton Interactive Cl A Com (PTON) | 2.1 | $148M | 1.3M | 112.44 | |
| Smartsheet Com Cl A (SMAR) | 1.9 | $131M | 2.0M | 63.92 | |
| Roblox Corp Cl A (RBLX) | 1.9 | $130M | 2.0M | 64.83 | |
| Bumble Com Cl A (BMBL) | 1.8 | $125M | 2.0M | 62.38 | |
| Root Com Cl A | 1.7 | $118M | 9.3M | 12.73 | |
| Playtika Hldg Corp (PLTK) | 1.6 | $112M | 4.1M | 27.21 | |
| Agora Ads (API) | 1.4 | $100M | 2.0M | 50.27 | |
| Unity Software (U) | 1.4 | $100M | 1.0M | 100.31 | |
| Facebook Cl A (META) | 1.4 | $100M | 339k | 294.53 | |
| Fubotv (FUBO) | 1.4 | $95M | 4.3M | 22.12 | |
| Datto Hldg Corp | 1.2 | $85M | 3.7M | 22.91 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.0 | $71M | 1.3M | 56.98 | |
| Oscar Health Cl A (OSCR) | 1.0 | $68M | 2.5M | 26.88 | |
| Thoma Bravo Advantage Com Cl A | 0.9 | $63M | 6.0M | 10.45 | |
| Tuya Sponsered Ads (TUYA) | 0.9 | $60M | 2.9M | 21.14 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.7 | $51M | 1.3M | 39.02 | |
| Sana Biotechnology (SANA) | 0.7 | $50M | 1.5M | 33.47 | |
| Xpeng Ads (XPEV) | 0.6 | $44M | 1.2M | 36.51 | |
| Health Assurn Acquisition Unit 99/99/9999 | 0.6 | $43M | 4.0M | 10.76 | |
| Altimeter Growth Corp Unit 99/99/9999 | 0.4 | $31M | 2.6M | 12.23 | |
| Qualtrics Intl Com Cl A | 0.4 | $26M | 800k | 32.91 | |
| Acv Auctions Com Cl A (ACVA) | 0.4 | $26M | 750k | 34.61 | |
| On24 (ONTF) | 0.3 | $24M | 500k | 48.51 | |
| Ceridian Hcm Hldg (DAY) | 0.3 | $23M | 267k | 84.27 | |
| Poshmark Com Cl A | 0.3 | $22M | 550k | 40.60 | |
| Contextlogic Com Cl A | 0.3 | $21M | 1.3M | 15.80 | |
| Olo Cl A (OLO) | 0.3 | $20M | 750k | 26.39 | |
| Oak Street Health | 0.3 | $19M | 350k | 54.27 | |
| Ncino | 0.3 | $18M | 275k | 66.72 | |
| Coursera (COUR) | 0.2 | $16M | 350k | 45.00 | |
| Supernova Partners Acquisiti Unit 99/99/9999 | 0.1 | $7.0M | 700k | 10.04 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $5.3M | 75k | 70.72 | |
| Pinterest Cl A (PINS) | 0.0 | $1.9M | 25k | 74.04 | |
| Dragoneer Growth Opportun Unit 08/18/2027 | 0.0 | $104k | 10k | 10.40 |
