Dragoneer Investment Group portfolio · 2019-06-30
Disclosed long book
$2.49 billion
Long positions
21
Calls / puts
0 / 0
Top 5 concentration
76.4%
Longs with AI data
3 / 21
Average AI 1Y
+22.6%
13F filing comparison
Quarter-over-quarter changes
2019-03-31 to 2019-06-30
Newly reported
4
No longer reported
8
Increased
4
Reduced
12
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC | LONG | 21,260,206 | $986.0 million |
NEBIUS GROUP N.V. NEBIUS GROUP N.V. | LONG | 1,486,419 | $56.5 million |
SLACK TECHNOLOGIES INC SLACK TECHNOLOGIES INC | LONG | 1,000,000 | $37.5 million |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC | LONG | 350,000 | $23.9 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ANAPLAN INC ANAPLAN INC · COM | LONG | 50,000 | $2.0 million |
DOMO INC DOMO INC · COM CL B | LONG | 48,388 | $2.0 million |
JD.COM INC JD.COM INC · SPON ADR CL A | LONG | 194,651 | $5.9 million |
LYFT INC LYFT INC · CL A COM | LONG | 500,000 | $39.1 million |
MERCADOLIBRE INC MERCADOLIBRE INC · COM | LONG | 89,500 | $45.4 million |
REDFIN CORP REDFIN CORP · COM | LONG | 122,391 | $2.5 million |
SVMK INC SVMK INC · COM | LONG | 459,977 | $8.4 million |
TENABLE HLDGS INC TENABLE HLDGS INC · COM | LONG | 20,123 | $637,000 |
“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 |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 21,260,206 | $986.0 million | 39.7% | NEWLY REPORTED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 3,025,058 | $412.5 million | 16.6% | REDUCED | — | 1Y +21.0% 5Y +109.2% · 24 models |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,123,070 | $190.3 million | 7.7% | INCREASED | — | 1Y — 5Y — |
GREENSKY INC GREENSKY INC · CL A · 39572G100 | LONG | 14,284,245 | $175.6 million | 7.1% | INCREASED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 2,668,877 | $134.0 million | 5.4% | REDUCED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 1,662,945 | $103.4 million | 4.2% | INCREASED | — | 1Y — 5Y — |
SPOT Spotify Technology S.A. | LONG | 628,410 | $91.9 million | 3.7% | REDUCED | — | 1Y +24.6% 5Y +130.0% · 24 models |
META Meta Platforms Inc. | LONG | 448,465 | $86.6 million | 3.5% | REDUCED | — | 1Y +22.4% 5Y +133.8% · 25 models |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 314,637 | $86.4 million | 3.5% | REDUCED | — | 1Y — 5Y — |
NEBIUS GROUP N.V. NEBIUS GROUP N.V. · SHS CLASS A · N97284108 | LONG | 1,486,419 | $56.5 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
UPWORK INC UPWORK INC · COM · 91688F104 | LONG | 3,021,031 | $48.6 million | 2.0% | INCREASED | — | 1Y — 5Y — |
SLACK TECHNOLOGIES INC SLACK TECHNOLOGIES INC · COM CL A · 83088V102 | LONG | 1,000,000 | $37.5 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 67,605 | $24.8 million | 1.0% | REDUCED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 350,000 | $23.9 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP · SPON ADS · 88034P109 | LONG | 1,210,686 | $18.1 million | — | REDUCED | — | 1Y — 5Y — |
ELASTIC N V ELASTIC N V · ORD SHS · N14506104 | LONG | 200,000 | $14.9 million | 0.6% | REDUCED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 400,000 | $8.3 million | 0.3% | REDUCED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 2,976,874 | $7.1 million | — | REDUCED | — | 1Y — 5Y — |
EVENTBRITE INC EVENTBRITE INC · COM CL A · 29975E109 | LONG | 155,000 | $2.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
STONECO LTD STONECO LTD · COM CL A · G85158106 | LONG | 50,000 | $1.5 million | 0.1% | REDUCED | — | 1Y — 5Y — |
FUTU HLDGS LTD FUTU HLDGS LTD · SPONSORED ADS · 36118L106 | LONG | 7,700 | $81,000 | 0.0% | REDUCED | — | 1Y — 5Y — |