Dragoneer Investment Group portfolio · 2018-12-31
Disclosed long book
$1.17 billion
Long positions
25
Calls / puts
0 / 0
Top 5 concentration
60.6%
Longs with AI data
3 / 25
Average AI 1Y
+22.6%
13F filing comparison
Quarter-over-quarter changes
2018-09-30 to 2018-12-31
Newly reported
7
No longer reported
3
Increased
6
Reduced
7
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP | LONG | 7,811,770 | $103.3 million |
SHOPIFY INC SHOPIFY INC | LONG | 291,910 | $40.4 million |
UPWORK INC UPWORK INC | LONG | 1,512,623 | $27.4 million |
ELASTIC N V ELASTIC N V | LONG | 300,000 | $21.4 million |
STONECO LTD STONECO LTD | LONG | 500,000 | $9.2 million |
ANAPLAN INC ANAPLAN INC | LONG | 50,000 | $1.3 million |
THE TRADE DESK INC THE TRADE DESK INC | LONG | 5,643 | $655,000 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
APPFOLIO INC APPFOLIO INC · COM CL A | LONG | 133,413 | $10.5 million |
DROPBOX INC DROPBOX INC · COM | LONG | 68,407 | $1.8 million |
TENABLE HLDGS INC TENABLE HLDGS INC · COM | LONG | 300,000 | $11.7 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 | 2,577,583 | $230.2 million | 19.7% | INCREASED | — | 1Y +21.0% 5Y +109.2% · 24 models |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,070,320 | $146.7 million | 12.5% | INCREASED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 3,900,000 | $134.5 million | 11.5% | UNCHANGED | — | 1Y — 5Y — |
SPOT Spotify Technology S.A. | LONG | 937,410 | $106.4 million | 9.1% | REDUCED | — | 1Y +24.6% 5Y +130.0% · 24 models |
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP · SPON ADS · 88034P109 | LONG | 7,811,770 | $103.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SENDGRID INC SENDGRID INC · COM · 816883102 | LONG | 2,111,127 | $91.1 million | 7.8% | INCREASED | — | 1Y — 5Y — |
GREENSKY INC GREENSKY INC · CL A · 39572G100 | LONG | 7,740,381 | $74.1 million | 6.3% | INCREASED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 1,334,194 | $72.3 million | 6.2% | INCREASED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 395,277 | $70.4 million | 6.0% | UNCHANGED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 481,266 | $63.1 million | 5.4% | REDUCED | — | 1Y +22.4% 5Y +133.8% · 25 models |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 291,910 | $40.4 million | 3.5% | NEWLY REPORTED | — | 1Y — 5Y — |
UPWORK INC UPWORK INC · COM · 91688F104 | LONG | 1,512,623 | $27.4 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 89,500 | $26.2 million | 2.2% | UNCHANGED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 81,805 | $21.9 million | 1.9% | INCREASED | — | 1Y — 5Y — |
ELASTIC N V ELASTIC N V · ORD SHS · N14506104 | LONG | 300,000 | $21.4 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 1,000,000 | $17.7 million | 1.5% | REDUCED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 3,170,555 | $9.6 million | — | UNCHANGED | — | 1Y — 5Y — |
STONECO LTD STONECO LTD · COM CL A · G85158106 | LONG | 500,000 | $9.2 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
EVENTBRITE INC EVENTBRITE INC · COM CL A · 29975E109 | LONG | 155,000 | $4.3 million | 0.4% | REDUCED | — | 1Y — 5Y — |
REDFIN CORP REDFIN CORP · COM · 75737F108 | LONG | 289,855 | $4.2 million | 0.4% | REDUCED | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 194,651 | $4.1 million | 0.3% | REDUCED | — | 1Y — 5Y — |
SMARTSHEET INC SMARTSHEET INC · COM CL A · 83200N103 | LONG | 68,892 | $1.7 million | 0.1% | REDUCED | — | 1Y — 5Y — |
ANAPLAN INC ANAPLAN INC · COM · 03272L108 | LONG | 50,000 | $1.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
DOMO INC DOMO INC · COM CL B · 257554105 | LONG | 48,388 | $950,000 | 0.1% | UNCHANGED | — | 1Y — 5Y — |
THE TRADE DESK INC THE TRADE DESK INC · COM CL A · 88339J105 | LONG | 5,643 | $655,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |