Dragoneer Investment Group as of Sept. 30, 2023
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 29 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global E Online SHS (GLBE) | 10.3 | $447M | 11M | 39.74 | |
| Block Cl A (SQ) | 9.1 | $397M | 9.0M | 44.26 | |
| Zoominfo Technologies Common Stock (ZI) | 8.3 | $363M | 22M | 16.40 | |
| Doordash Cl A (DASH) | 8.1 | $352M | 4.4M | 79.47 | |
| Pdd Holdings Sponsored Ads (PDD) | 6.9 | $298M | 3.0M | 98.07 | |
| Jamf Hldg Corp (JAMF) | 6.7 | $292M | 17M | 17.66 | |
| Datadog Cl A Com (DDOG) | 6.4 | $279M | 3.1M | 91.09 | |
| Roblox Corp Cl A (RBLX) | 6.2 | $268M | 9.3M | 28.96 | |
| Ncino (NCNO) | 5.9 | $254M | 8.0M | 31.80 | |
| Coupang Cl A (CPNG) | 4.5 | $195M | 12M | 17.00 | |
| Kanzhun Sponsored Ads (BZ) | 4.1 | $178M | 12M | 15.17 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 4.1 | $177M | 13M | 13.35 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.0 | $130M | 18M | 7.25 | |
| Grab Holdings Class A Ord (GRAB) | 2.5 | $110M | 31M | 3.54 | |
| Cargurus Com Cl A (CARG) | 2.3 | $101M | 5.7M | 17.52 | |
| Toast Cl A (TOST) | 2.0 | $85M | 4.5M | 18.73 | |
| Peloton Interactive Cl A Com (PTON) | 1.7 | $72M | 14M | 5.05 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.1 | $49M | 2.5M | 19.34 | |
| Oscar Health Cl A (OSCR) | 1.0 | $45M | 8.1M | 5.57 | |
| Maplebear (CART) | 1.0 | $45M | 1.5M | 29.69 | |
| Snowflake Cl A (SNOW) | 1.0 | $44M | 287k | 152.77 | |
| Procore Technologies (PCOR) | 1.0 | $41M | 634k | 65.32 | |
| Arm Holdings Sponsored Adr (ARM) | 0.9 | $40M | 750k | 53.52 | |
| Engagesmart Common Stock | 0.9 | $39M | 2.2M | 17.99 | |
| Arco Platform Com Cl A | 0.5 | $22M | 1.6M | 13.78 | |
| Klaviyo Com Ser A (KVYO) | 0.4 | $17M | 500k | 34.50 | |
| Nextdoor Holdings Com Cl A (KIND) | 0.1 | $3.6M | 2.0M | 1.82 | |
| Root Cl A New (ROOT) | 0.0 | $1.5M | 154k | 9.51 | |
| 23andme Holding Class A Com (ME) | 0.0 | $489k | 500k | 0.98 |
