Dragoneer Investment Group portfolio · 2019-09-30
Disclosed long book
$2.34 billion
Long positions
23
Calls / puts
0 / 0
Top 5 concentration
65.7%
Longs with AI data
3 / 23
Average AI 1Y
+22.5%
13F filing comparison
Quarter-over-quarter changes
2019-06-30 to 2019-09-30
Newly reported
5
No longer reported
3
Increased
4
Reduced
7
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
DATADOG INC DATADOG INC | LONG | 7,544,323 | $255.8 million |
DYNATRACE INC DYNATRACE INC | LONG | 6,869,735 | $128.3 million |
LIVONGO HEALTH INC LIVONGO HEALTH INC | LONG | 4,820,102 | $84.1 million |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC | LONG | 1,192,000 | $29.9 million |
MEDALLIA INC MEDALLIA INC | LONG | 500,000 | $13.7 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A | LONG | 350,000 | $23.9 million |
FUTU HLDGS LTD FUTU HLDGS LTD · SPONSORED ADS | LONG | 7,700 | $81,000 |
SLACK TECHNOLOGIES INC SLACK TECHNOLOGIES INC · COM CL A | LONG | 1,000,000 | $37.5 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 |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 21,260,206 | $647.8 million | 27.7% | UNCHANGED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 2,802,642 | $308.2 million | 13.2% | REDUCED | — | 1Y +21.0% 5Y +109.2% · 24 models |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 7,544,323 | $255.8 million | 10.9% | NEWLY REPORTED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,123,070 | $187.8 million | 8.0% | UNCHANGED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 2,825,463 | $139.5 million | 6.0% | INCREASED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 6,869,735 | $128.3 million | 5.5% | NEWLY REPORTED | — | 1Y — 5Y — |
GREENSKY INC GREENSKY INC · CL A · 39572G100 | LONG | 15,347,750 | $105.1 million | 4.5% | INCREASED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 395,787 | $100.5 million | 4.3% | INCREASED | — | 1Y — 5Y — |
NEBIUS GROUP N.V. NEBIUS GROUP N.V. · SHS CLASS A · N97284108 | LONG | 2,593,984 | $90.8 million | 3.9% | INCREASED | — | 1Y — 5Y — |
LIVONGO HEALTH INC LIVONGO HEALTH INC · COM · 539183103 | LONG | 4,820,102 | $84.1 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 1,442,452 | $71.1 million | 3.0% | REDUCED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 384,565 | $68.5 million | 2.9% | REDUCED | — | 1Y +22.1% 5Y +130.9% · 27 models |
SPOT Spotify Technology S.A. | LONG | 428,410 | $48.8 million | 2.1% | REDUCED | — | 1Y +24.6% 5Y +130.0% · 24 models |
UPWORK INC UPWORK INC · COM · 91688F104 | LONG | 3,021,031 | $40.2 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 1,192,000 | $29.9 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
MEDALLIA INC MEDALLIA INC · COM · 584021109 | LONG | 500,000 | $13.7 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP · SPON ADS · 88034P109 | LONG | 979,639 | $12.5 million | — | REDUCED | — | 1Y — 5Y — |
ELASTIC N V ELASTIC N V · ORD SHS · N14506104 | LONG | 150,000 | $12.4 million | 0.5% | REDUCED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 2,976,874 | $8.8 million | — | UNCHANGED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 400,000 | $3.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
EVENTBRITE INC EVENTBRITE INC · COM CL A · 29975E109 | LONG | 155,000 | $2.7 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
STONECO LTD STONECO LTD · COM CL A · G85158106 | LONG | 50,000 | $1.7 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 5,120 | $1.4 million | 0.1% | REDUCED | — | 1Y — 5Y — |