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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

13F filing comparison

Quarter-over-quarter changes

Change comparison unavailable

No immediately preceding quarter is available for comparison.

The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

ALIBABA GROUP HLDG LTD

ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102

LONG1,050,000$109.1 million49.4%NOT COMPARABLE

1Y —

5Y —

58 COM INC

58 COM INC · SPON ADR REP A · 31680Q104

LONG654,993$27.2 million12.3%NOT COMPARABLE

1Y —

5Y —

YELP INC

YELP INC · CL A · 985817105

LONG380,995$20.9 million9.4%NOT COMPARABLE

1Y —

5Y —

HORTONWORKS INC

HORTONWORKS INC · COM · 440894103

LONG517,552$14.0 million6.3%NOT COMPARABLE

1Y —

5Y —

EQUINIX INC

EQUINIX INC · COM NEW · 29444U502

LONG55,000$12.5 million5.6%NOT COMPARABLE

1Y —

5Y —

NEW RELIC INC

NEW RELIC INC · COM · 64829B100

LONG287,210$10.0 million4.5%NOT COMPARABLE

1Y —

5Y —

JD.COM INC

JD.COM INC · SPON ADR CL A · 47215P106

LONG413,360$9.6 million4.3%NOT COMPARABLE

1Y —

5Y —

BAIDU INC

BAIDU INC · SPON ADR REP A · 56752108

LONG39,505$9.0 million4.1%NOT COMPARABLE

1Y —

5Y —

MARKETO INC

MARKETO INC · COM · 57063L107

LONG157,320$5.1 million2.3%NOT COMPARABLE

1Y —

5Y —

FRESHPET INC

FRESHPET INC · COM · 358039105

LONG205,865$3.5 million1.6%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.