Dragoneer Investment Group portfolio · 2018-03-31
Disclosed long book
$685.9 million
Long positions
19
Calls / puts
0 / 0
Top 5 concentration
55.2%
Longs with AI data
3 / 19
Average AI 1Y
+17.2%
13F filing comparison
Quarter-over-quarter changes
2017-12-31 to 2018-03-31
Newly reported
6
No longer reported
7
Increased
3
Reduced
6
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
CANNAE HLDGS INC CANNAE HLDGS INC | LONG | 2,525,000 | $47.6 million |
DROPBOX INC DROPBOX INC | LONG | 750,000 | $23.4 million |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP | LONG | 2,403,000 | $19.9 million |
MERCADOLIBRE INC MERCADOLIBRE INC | LONG | 50,000 | $17.8 million |
PAGSEGURO DIGITAL LTD PAGSEGURO DIGITAL LTD | LONG | 250,000 | $9.6 million |
SNAP SNAP INC | LONG | 75,000 | $1.2 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ELLIE MAE INC ELLIE MAE INC · COM | LONG | 14,000 | $1.3 million |
JIANPU TECHNOLOGY INC JIANPU TECHNOLOGY INC · ADR | LONG | 200,000 | $1.3 million |
LEXINFINTECH HLDGS LTD LEXINFINTECH HLDGS LTD · ADR | LONG | 250,000 | $3.5 million |
MULESOFT INC MULESOFT INC · CL A | LONG | 2,073,737 | $48.2 million |
PPDAI GROUP INC PPDAI GROUP INC · SPONSORED ADR | LONG | 865,200 | $6.2 million |
RISE ED CAYMAN LTD RISE ED CAYMAN LTD · SPONSORED ADR | LONG | 525,000 | $7.8 million |
SAILPOINT TECHNLGIES HLDGS I SAILPOINT TECHNLGIES HLDGS I · COM | LONG | 1,250,000 | $18.1 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
TWLO Twilio Inc. | LONG | 2,855,567 | $109.0 million | 15.9% | INCREASED | — | 1Y +21.0% 5Y +109.2% · 24 models |
META Meta Platforms Inc. | LONG | 499,463 | $79.8 million | 11.6% | INCREASED | — | 1Y +22.4% 5Y +133.8% · 25 models |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 415,277 | $68.7 million | 10.0% | REDUCED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 838,868 | $67.0 million | 9.8% | REDUCED | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 1,338,647 | $54.2 million | 7.9% | REDUCED | — | 1Y — 5Y — |
CANNAE HLDGS INC CANNAE HLDGS INC · COM · 13765N107 | LONG | 2,525,000 | $47.6 million | 6.9% | NEWLY REPORTED | — | 1Y — 5Y — |
REDFIN CORP REDFIN CORP · COM · 75737F108 | LONG | 2,071,145 | $47.3 million | 6.9% | INCREASED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 222,145 | $40.8 million | 5.9% | UNCHANGED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 105,260 | $31.1 million | 4.5% | UNCHANGED | — | 1Y — 5Y — |
SENDGRID INC SENDGRID INC · COM · 816883102 | LONG | 869,067 | $24.5 million | 3.6% | REDUCED | — | 1Y — 5Y — |
DROPBOX INC DROPBOX INC · COM · 26210C104 | LONG | 750,000 | $23.4 million | 3.4% | NEWLY REPORTED | — | 1Y — 5Y — |
APPFOLIO INC APPFOLIO INC · COM CL A · 03783C100 | LONG | 565,343 | $23.1 million | 3.4% | UNCHANGED | — | 1Y — 5Y — |
MAKEMYTRIP LIMITED MAURITIUS MAKEMYTRIP LIMITED MAURITIUS · SHS · V5633W109 | LONG | 637,868 | $22.1 million | 3.2% | UNCHANGED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 2,403,000 | $19.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 50,000 | $17.8 million | 2.6% | NEWLY REPORTED | — | 1Y — 5Y — |
BLACKLINE INC BLACKLINE INC · COM · 09239B109 | LONG | 284,159 | $11.1 million | 1.6% | REDUCED | — | 1Y — 5Y — |
PAGSEGURO DIGITAL LTD PAGSEGURO DIGITAL LTD · COM CL A · G68707101 | LONG | 250,000 | $9.6 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ETSY INC ETSY INC · COM · 29786A106 | LONG | 269,000 | $7.5 million | 1.1% | REDUCED | — | 1Y — 5Y — |
SNAP Snap Inc. | LONG | 75,000 | $1.2 million | 0.2% | NEWLY REPORTED | — | 1Y +8.4% 5Y +69.4% · 24 models |