Dragoneer Investment Group portfolio · 2019-12-31
Disclosed long book
$2.40 billion
Long positions
21
Calls / puts
0 / 0
Top 5 concentration
67.4%
Longs with AI data
2 / 21
Average AI 1Y
+21.7%
13F filing comparison
Quarter-over-quarter changes
2019-09-30 to 2019-12-31
Newly reported
3
No longer reported
5
Increased
3
Reduced
9
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
XP INC XP INC | LONG | 1,209,758 | $46.6 million |
BILL COM HLDGS INC BILL COM HLDGS INC | LONG | 451,923 | $17.2 million |
ZOOM COMMUNICATIONS INC ZOOM COMMUNICATIONS INC | LONG | 100,000 | $6.8 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ELASTIC N V ELASTIC N V · ORD SHS | LONG | 150,000 | $12.4 million |
EVENTBRITE INC EVENTBRITE INC · COM CL A | LONG | 155,000 | $2.7 million |
SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A · SHS | LONG | 428,410 | $48.8 million |
STONECO LTD STONECO LTD · COM CL A | LONG | 50,000 | $1.7 million |
NEBIUS GROUP N.V. NEBIUS GROUP N.V. · SHS CLASS A | LONG | 2,593,984 | $90.8 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 | 21,359,622 | $635.2 million | 26.5% | INCREASED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 2,990,166 | $293.9 million | 12.3% | INCREASED | — | 1Y +21.0% 5Y +109.2% · 24 models |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 6,901,048 | $260.7 million | 10.9% | REDUCED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,076,070 | $228.2 million | 9.5% | REDUCED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 7,775,051 | $196.7 million | 8.2% | INCREASED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 2,136,482 | $145.0 million | 6.1% | REDUCED | — | 1Y — 5Y — |
GREENSKY INC GREENSKY INC · CL A · 39572G100 | LONG | 15,347,750 | $136.6 million | 5.7% | UNCHANGED | — | 1Y — 5Y — |
LIVONGO HEALTH INC LIVONGO HEALTH INC · COM · 539183103 | LONG | 4,579,912 | $114.8 million | 4.8% | REDUCED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 395,787 | $111.7 million | 4.7% | UNCHANGED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 1,371,562 | $88.8 million | 3.7% | REDUCED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 290,565 | $59.6 million | 2.5% | REDUCED | — | 1Y +22.4% 5Y +133.8% · 25 models |
XP INC XP INC · CL A · G98239109 | LONG | 1,209,758 | $46.6 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 451,923 | $17.2 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
UPWORK INC UPWORK INC · COM · 91688F104 | LONG | 1,603,038 | $17.1 million | 0.7% | REDUCED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 554,974 | $15.8 million | 0.7% | REDUCED | — | 1Y — 5Y — |
MEDALLIA INC MEDALLIA INC · COM · 584021109 | LONG | 500,000 | $15.6 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 2,976,874 | $7.7 million | — | UNCHANGED | — | 1Y — 5Y — |
ZOOM COMMUNICATIONS INC ZOOM COMMUNICATIONS INC · CL A · 98980L101 | LONG | 100,000 | $6.8 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP · SPON ADS · 88034P109 | LONG | 515,464 | $6.1 million | — | REDUCED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 400,000 | $4.1 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 5,120 | $1.7 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |