Dragoneer Investment Group portfolio · 2020-03-31
Disclosed long book
$2.23 billion
Long positions
24
Calls / puts
0 / 0
Top 5 concentration
67.2%
Longs with AI data
2 / 24
Average AI 1Y
+21.5%
13F filing comparison
Quarter-over-quarter changes
2019-12-31 to 2020-03-31
Newly reported
5
No longer reported
2
Increased
5
Reduced
7
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
BLOCK INC BLOCK INC | LONG | 1,651,118 | $86.5 million |
CARGURUS INC CARGURUS INC | LONG | 3,640,905 | $69.0 million |
ANAPLAN INC ANAPLAN INC | LONG | 672,586 | $20.4 million |
PINTEREST INC PINTEREST INC | LONG | 50,000 | $772,000 |
SVMK INC SVMK INC | LONG | 29,583 | $400,000 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
UPWORK INC UPWORK INC · COM | LONG | 1,603,038 | $17.1 million |
ZOOM COMMUNICATIONS INC ZOOM COMMUNICATIONS INC · CL A | LONG | 100,000 | $6.8 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 | 21,402,034 | $597.5 million | 26.8% | INCREASED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 3,318,893 | $297.0 million | 13.3% | INCREASED | — | 1Y +21.0% 5Y +109.2% · 24 models |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 6,419,943 | $231.0 million | 10.4% | REDUCED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 8,559,935 | $204.1 million | 9.2% | INCREASED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 867,925 | $168.8 million | 7.6% | REDUCED | — | 1Y — 5Y — |
LIVONGO HEALTH INC LIVONGO HEALTH INC · COM · 539183103 | LONG | 4,579,912 | $130.7 million | 5.9% | UNCHANGED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 574,440 | $95.8 million | 4.3% | INCREASED | — | 1Y +22.1% 5Y +130.9% · 27 models |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 330,550 | $94.7 million | 4.2% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 1,651,118 | $86.5 million | 3.9% | NEWLY REPORTED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 3,640,905 | $69.0 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 1,371,562 | $66.8 million | 3.0% | UNCHANGED | — | 1Y — 5Y — |
GREENSKY INC GREENSKY INC · CL A · 39572G100 | LONG | 14,787,696 | $56.5 million | 2.5% | REDUCED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 1,034,739 | $51.8 million | 2.3% | REDUCED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 1,253,366 | $33.3 million | 1.5% | INCREASED | — | 1Y — 5Y — |
ANAPLAN INC ANAPLAN INC · COM · 03272L108 | LONG | 672,586 | $20.4 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
MEDALLIA INC MEDALLIA INC · COM · 584021109 | LONG | 500,000 | $10.0 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
XP INC XP INC · CL A · G98239109 | LONG | 480,599 | $9.3 million | 0.4% | REDUCED | — | 1Y — 5Y — |
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP · SPON ADS · 88034P109 | LONG | 515,464 | $5.2 million | — | UNCHANGED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 2,976,874 | $4.1 million | — | UNCHANGED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 400,000 | $3.2 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 5,120 | $1.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
PINTEREST INC PINTEREST INC · CL A · 72352L106 | LONG | 50,000 | $772,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 21,800 | $746,000 | 0.0% | REDUCED | — | 1Y — 5Y — |
SVMK INC SVMK INC · COM · 78489X103 | LONG | 29,583 | $400,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |