Dragoneer Investment Group as of Dec. 31, 2023
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global E Online SHS (GLBE) | 10.7 | $493M | 12M | 39.63 | |
| Block Cl A (SQ) | 10.4 | $479M | 6.2M | 77.35 | |
| Roblox Corp Cl A (RBLX) | 9.2 | $423M | 9.3M | 45.72 | |
| Zoominfo Technologies Common Stock (ZI) | 8.9 | $409M | 22M | 18.49 | |
| Doordash Cl A (DASH) | 7.9 | $363M | 3.7M | 98.89 | |
| Pdd Holdings Sponsored Ads (PDD) | 6.7 | $307M | 2.1M | 146.31 | |
| Datadog Cl A Com (DDOG) | 6.5 | $299M | 2.5M | 121.38 | |
| Jamf Hldg Corp (JAMF) | 6.5 | $298M | 17M | 18.06 | |
| Coupang Cl A (CPNG) | 6.1 | $280M | 17M | 16.19 | |
| Kanzhun Sponsored Ads (BZ) | 4.6 | $210M | 13M | 16.61 | |
| Ncino (NCNO) | 3.4 | $156M | 4.6M | 33.63 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 3.0 | $138M | 12M | 11.39 | |
| Oscar Health Cl A (OSCR) | 2.5 | $116M | 13M | 9.15 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.5 | $113M | 14M | 8.33 | |
| Grab Holdings Class A Ord (GRAB) | 2.3 | $105M | 31M | 3.37 | |
| Toast Cl A (TOST) | 1.8 | $83M | 4.5M | 18.26 | |
| Peloton Interactive Cl A Com (PTON) | 1.5 | $69M | 11M | 6.09 | |
| Snowflake Cl A (SNOW) | 1.2 | $57M | 287k | 199.00 | |
| Engagesmart Common Stock | 1.1 | $50M | 2.2M | 22.90 | |
| Cargurus Com Cl A (CARG) | 1.0 | $44M | 1.8M | 24.16 | |
| Procore Technologies (PCOR) | 1.0 | $44M | 634k | 69.22 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.4 | $18M | 893k | 20.03 | |
| Maplebear (CART) | 0.4 | $18M | 751k | 23.47 | |
| Birkenstock Holding Com Shs (BIRK) | 0.3 | $15M | 300k | 48.73 | |
| Klaviyo Com Ser A (KVYO) | 0.3 | $14M | 500k | 27.78 | |
| Nextdoor Holdings Com Cl A (KIND) | 0.1 | $3.8M | 2.0M | 1.89 | |
| Root Cl A New (ROOT) | 0.0 | $1.6M | 154k | 10.48 | |
| 23andme Holding Class A Com (ME) | 0.0 | $457k | 500k | 0.91 |
