← Latest Dragoneer Investment Group portfolio
Dragoneer Investment Group portfolio · 2014-12-31
Form 13F reports holdings as of 2014-12-31 and was filed on 2015-02-17.
It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show
reported underlying value—not premium, net exposure, or investment intent.
Disclosed long book
$220.9 million
Long positions
10
Calls / puts
0 / 0
Top 5 concentration
83.1%
Longs with AI data
0 / 10
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,050,000 | $109.1 million | 49.4% | NOT COMPARABLE | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 654,993 | $27.2 million | 12.3% | NOT COMPARABLE | — | 1Y — 5Y — |
YELP INC YELP INC · CL A · 985817105 | LONG | 380,995 | $20.9 million | 9.4% | NOT COMPARABLE | — | 1Y — 5Y — |
HORTONWORKS INC HORTONWORKS INC · COM · 440894103 | LONG | 517,552 | $14.0 million | 6.3% | NOT COMPARABLE | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · COM NEW · 29444U502 | LONG | 55,000 | $12.5 million | 5.6% | NOT COMPARABLE | — | 1Y — 5Y — |
NEW RELIC INC NEW RELIC INC · COM · 64829B100 | LONG | 287,210 | $10.0 million | 4.5% | NOT COMPARABLE | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 413,360 | $9.6 million | 4.3% | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 56752108 | LONG | 39,505 | $9.0 million | 4.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MARKETO INC MARKETO INC · COM · 57063L107 | LONG | 157,320 | $5.1 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
FRESHPET INC FRESHPET INC · COM · 358039105 | LONG | 205,865 | $3.5 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer
reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes
may explain an omission. Reviewed API mapping covers 0.0%
of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page.
Research use only. No warranty and not investment advice.