Dragoneer Investment Group portfolio · 2019-03-31
Disclosed long book
$1.50 billion
Long positions
25
Calls / puts
0 / 0
Top 5 concentration
67.0%
Longs with AI data
3 / 25
Average AI 1Y
+22.5%
13F filing comparison
Quarter-over-quarter changes
2018-12-31 to 2019-03-31
Newly reported
4
No longer reported
4
Increased
4
Reduced
5
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
LYFT INC LYFT INC | LONG | 500,000 | $39.1 million |
SVMK INC SVMK INC | LONG | 459,977 | $8.4 million |
FUTU HLDGS LTD FUTU HLDGS LTD | LONG | 400,000 | $7.4 million |
TENABLE HLDGS INC TENABLE HLDGS INC | LONG | 20,123 | $637,000 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
SENDGRID INC SENDGRID INC · COM | LONG | 2,111,127 | $91.1 million |
SHOPIFY INC SHOPIFY INC · CL A | LONG | 291,910 | $40.4 million |
SMARTSHEET INC SMARTSHEET INC · COM CL A | LONG | 68,892 | $1.7 million |
THE TRADE DESK INC THE TRADE DESK INC · COM CL A | LONG | 5,643 | $655,000 |
“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 | 3,255,478 | $420.5 million | 28.0% | INCREASED | — | 1Y +21.0% 5Y +109.2% · 24 models |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,070,320 | $195.3 million | 13.0% | UNCHANGED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 2,772,832 | $142.2 million | 9.5% | REDUCED | — | 1Y — 5Y — |
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP · SPON ADS · 88034P109 | LONG | 7,852,770 | $142.1 million | — | INCREASED | — | 1Y — 5Y — |
SPOT Spotify Technology S.A. | LONG | 937,410 | $130.1 million | 8.7% | UNCHANGED | — | 1Y +24.6% 5Y +130.0% · 24 models |
GREENSKY INC GREENSKY INC · CL A · 39572G100 | LONG | 9,017,341 | $116.7 million | 7.8% | INCREASED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 377,777 | $93.1 million | 6.2% | REDUCED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 1,334,194 | $87.6 million | 5.8% | UNCHANGED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 481,266 | $80.2 million | 5.3% | UNCHANGED | — | 1Y +22.1% 5Y +130.9% · 27 models |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 89,500 | $45.4 million | 3.0% | UNCHANGED | — | 1Y — 5Y — |
LYFT INC LYFT INC · CL A COM · 55087P104 | LONG | 500,000 | $39.1 million | 2.6% | NEWLY REPORTED | — | 1Y — 5Y — |
UPWORK INC UPWORK INC · COM · 91688F104 | LONG | 1,600,000 | $30.6 million | 2.0% | INCREASED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 81,805 | $29.2 million | 1.9% | UNCHANGED | — | 1Y — 5Y — |
ELASTIC N V ELASTIC N V · ORD SHS · N14506104 | LONG | 300,000 | $24.0 million | 1.6% | UNCHANGED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 718,924 | $19.3 million | 1.3% | REDUCED | — | 1Y — 5Y — |
STONECO LTD STONECO LTD · COM CL A · G85158106 | LONG | 350,000 | $14.4 million | 1.0% | REDUCED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 3,170,555 | $11.4 million | — | UNCHANGED | — | 1Y — 5Y — |
SVMK INC SVMK INC · COM · 78489X103 | LONG | 459,977 | $8.4 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
FUTU HLDGS LTD FUTU HLDGS LTD · SPONSORED ADS · 36118L106 | LONG | 400,000 | $7.4 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 194,651 | $5.9 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
EVENTBRITE INC EVENTBRITE INC · COM CL A · 29975E109 | LONG | 155,000 | $3.0 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
REDFIN CORP REDFIN CORP · COM · 75737F108 | LONG | 122,391 | $2.5 million | 0.2% | REDUCED | — | 1Y — 5Y — |
ANAPLAN INC ANAPLAN INC · COM · 03272L108 | LONG | 50,000 | $2.0 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
DOMO INC DOMO INC · COM CL B · 257554105 | LONG | 48,388 | $2.0 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
TENABLE HLDGS INC TENABLE HLDGS INC · COM · 88025T102 | LONG | 20,123 | $637,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |