Dragoneer Investment Group portfolio · 2018-09-30
Disclosed long book
$1.21 billion
Long positions
21
Calls / puts
0 / 0
Top 5 concentration
63.5%
Longs with AI data
3 / 21
Average AI 1Y
+21.0%
13F filing comparison
Quarter-over-quarter changes
2018-06-30 to 2018-09-30
Newly reported
3
No longer reported
4
Increased
5
Reduced
10
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
FARFETCH LTD FARFETCH LTD | LONG | 2,000,000 | $54.5 million |
TENABLE HLDGS INC TENABLE HLDGS INC | LONG | 300,000 | $11.7 million |
EVENTBRITE INC EVENTBRITE INC | LONG | 200,000 | $7.6 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
MAKEMYTRIP LIMITED MAURITIUS MAKEMYTRIP LIMITED MAURITIUS · SHS | LONG | 637,868 | $23.1 million |
CAMPING WORLD HLDGS INC CAMPING WORLD HLDGS INC · CL A | LONG | 663,781 | $16.6 million |
SNAP INC SNAP INC · CL A | LONG | 75,000 | $982,000 |
STARS GROUP INC STARS GROUP INC · COM | LONG | 225,000 | $8.2 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 |
|---|---|---|---|---|---|---|---|
SPOT Spotify Technology S.A. | LONG | 1,190,200 | $215.2 million | 17.8% | UNCHANGED | — | 1Y +22.7% 5Y +121.3% · 31 models |
TWLO Twilio Inc. | LONG | 2,130,797 | $183.8 million | 15.2% | REDUCED | — | 1Y +19.5% 5Y +100.9% · 31 models |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 3,900,000 | $163.9 million | 13.6% | REDUCED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 656,645 | $108.2 million | 9.0% | INCREASED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 577,636 | $95.0 million | 7.9% | INCREASED | — | 1Y +21.0% 5Y +124.1% · 32 models |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 395,277 | $77.3 million | 6.4% | UNCHANGED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 1,015,868 | $74.8 million | 6.2% | INCREASED | — | 1Y — 5Y — |
REDFIN CORP REDFIN CORP · COM · 75737F108 | LONG | 3,276,145 | $61.3 million | 5.1% | INCREASED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 2,000,000 | $54.5 million | 4.5% | NEWLY REPORTED | — | 1Y — 5Y — |
SENDGRID INC SENDGRID INC · COM · 816883102 | LONG | 1,455,267 | $53.5 million | 4.4% | REDUCED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 89,500 | $30.5 million | 2.5% | REDUCED | — | 1Y — 5Y — |
NETFLIX INC. NETFLIX INC. · COM · 64110L106 | LONG | 79,760 | $29.8 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 3,170,555 | $19.2 million | — | INCREASED | — | 1Y — 5Y — |
TENABLE HLDGS INC TENABLE HLDGS INC · COM · 88025T102 | LONG | 300,000 | $11.7 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
SMARTSHEET INC SMARTSHEET INC · COM CL A · 83200N103 | LONG | 353,992 | $11.1 million | 0.9% | REDUCED | — | 1Y — 5Y — |
APPFOLIO INC APPFOLIO INC · COM CL A · 03783C100 | LONG | 133,413 | $10.5 million | 0.9% | REDUCED | — | 1Y — 5Y — |
GREENSKY INC GREENSKY INC · CL A · 39572G100 | LONG | 447,050 | $8.0 million | 0.7% | REDUCED | — | 1Y — 5Y — |
EVENTBRITE INC EVENTBRITE INC · COM CL A · 29975E109 | LONG | 200,000 | $7.6 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 261,613 | $6.8 million | 0.6% | REDUCED | — | 1Y — 5Y — |
DROPBOX INC DROPBOX INC · COM · 26210C104 | LONG | 68,407 | $1.8 million | 0.2% | REDUCED | — | 1Y — 5Y — |
DOMO INC DOMO INC · COM CL B · 257554105 | LONG | 48,388 | $1.0 million | 0.1% | REDUCED | — | 1Y — 5Y — |