Dragoneer Investment Group portfolio · 2015-12-31
Disclosed long book
$315.0 million
Long positions
12
Calls / puts
0 / 1
Top 5 concentration
63.1%
Longs with AI data
0 / 12
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 | 804,710 | $65.4 million | 20.8% | REDUCED | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 1,210,434 | $39.1 million | 12.4% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 2,554,871 | $33.4 million | 10.6% | NEWLY REPORTED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 484,765 | $32.0 million | 10.1% | INCREASED | — | 1Y — 5Y — |
QUNAR CAYMAN IS LTD QUNAR CAYMAN IS LTD · SPON ADR CL B · 74906P104 | LONG | 550,000 | $29.0 million | 9.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ALARM COM HLDGS INC ALARM COM HLDGS INC · COM · 011642105 | LONG | 1,632,199 | $27.2 million | 8.6% | INCREASED | — | 1Y — 5Y — |
LPL FINL HLDGS INC LPL FINL HLDGS INC · COM · 50212V100 | LONG | 598,023 | $25.5 million | 8.1% | UNCHANGED | — | 1Y — 5Y — |
ATLASSIAN CORP PLC ATLASSIAN CORP PLC · CL A · G06242104 | LONG | 820,641 | $24.7 million | 7.8% | NEWLY REPORTED | — | 1Y — 5Y — |
GODADDY INC GODADDY INC · CL A · 380237107 | LONG | 569,836 | $18.3 million | 5.8% | REDUCED | — | 1Y — 5Y — |
APPFOLIO INC APPFOLIO INC · COM CL A · 03783C100 | LONG | 833,665 | $12.2 million | 3.9% | UNCHANGED | — | 1Y — 5Y — |
ETSY INC ETSY INC · COM · 29786A106 | LONG | 519,690 | $4.3 million | 1.4% | REDUCED | — | 1Y — 5Y — |
FRESHPET INC FRESHPET INC · COM · 358039105 | LONG | 472,138 | $4.0 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
QUNAR CAYMAN IS LTD QUNAR CAYMAN IS LTD · PUT · 74906P954 | PUT | 300,000 | $15.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |