Dragoneer Investment Group portfolio · 2017-12-31
Disclosed long book
$610.5 million
Long positions
20
Calls / puts
0 / 0
Top 5 concentration
48.7%
Longs with AI data
0 / 20
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 1,602,805 | $66.4 million | 10.9% | UNCHANGED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 497,977 | $64.9 million | 10.6% | UNCHANGED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 901,368 | $64.5 million | 10.6% | REDUCED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 2,221,285 | $52.4 million | 8.6% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 276,890 | $48.9 million | 8.0% | UNCHANGED | — | 1Y — 5Y — |
MULESOFT INC MULESOFT INC · CL A · 625207105 | LONG | 2,073,737 | $48.2 million | 7.9% | INCREASED | — | 1Y — 5Y — |
ETSY INC ETSY INC · COM · 29786A106 | LONG | 2,000,000 | $40.9 million | 6.7% | REDUCED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 222,145 | $38.3 million | 6.3% | UNCHANGED | — | 1Y — 5Y — |
REDFIN CORP REDFIN CORP · COM · 75737F108 | LONG | 966,183 | $30.3 million | 5.0% | UNCHANGED | — | 1Y — 5Y — |
BLACKLINE INC BLACKLINE INC · COM · 09239B109 | LONG | 901,481 | $29.6 million | 4.8% | REDUCED | — | 1Y — 5Y — |
SENDGRID INC SENDGRID INC · COM · 816883102 | LONG | 1,057,290 | $25.3 million | 4.2% | NEWLY REPORTED | — | 1Y — 5Y — |
APPFOLIO INC APPFOLIO INC · COM CL A · 03783C100 | LONG | 565,343 | $23.5 million | 3.8% | REDUCED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 105,260 | $20.2 million | 3.3% | INCREASED | — | 1Y — 5Y — |
MAKEMYTRIP LIMITED MAURITIUS MAKEMYTRIP LIMITED MAURITIUS · SHS · V5633W109 | LONG | 637,868 | $19.0 million | 3.1% | INCREASED | — | 1Y — 5Y — |
SAILPOINT TECHNLGIES HLDGS I SAILPOINT TECHNLGIES HLDGS I · COM · 78781P105 | LONG | 1,250,000 | $18.1 million | 3.0% | NEWLY REPORTED | — | 1Y — 5Y — |
RISE ED CAYMAN LTD RISE ED CAYMAN LTD · SPONSORED ADR · 76761L102 | LONG | 525,000 | $7.8 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
PPDAI GROUP INC PPDAI GROUP INC · SPONSORED ADR · 69354V108 | LONG | 865,200 | $6.2 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
LEXINFINTECH HLDGS LTD LEXINFINTECH HLDGS LTD · ADR · 528877103 | LONG | 250,000 | $3.5 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
JIANPU TECHNOLOGY INC JIANPU TECHNOLOGY INC · ADR · 47738D101 | LONG | 200,000 | $1.3 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ELLIE MAE INC ELLIE MAE INC · COM · 28849P100 | LONG | 14,000 | $1.3 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |