Dragoneer Investment Group portfolio · 2020-06-30
Disclosed long book
$2.92 billion
Long positions
23
Calls / puts
0 / 0
Top 5 concentration
60.2%
Longs with AI data
4 / 23
Average AI 1Y
+21.5%
13F filing comparison
Quarter-over-quarter changes
2020-03-31 to 2020-06-30
Newly reported
5
No longer reported
6
Increased
2
Reduced
13
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC | LONG | 3,116,769 | $159.0 million |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC | LONG | 1,570,362 | $90.5 million |
AGORA INC AGORA INC | LONG | 1,997,733 | $88.2 million |
ARCO PLATFORM LTD ARCO PLATFORM LTD | LONG | 209,776 | $9.1 million |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC | LONG | 10,000 | $1.0 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 | 672,586 | $20.4 million |
FARFETCH LTD FARFETCH LTD · ORD SH CL A | LONG | 400,000 | $3.2 million |
MEDALLIA INC MEDALLIA INC · COM | LONG | 500,000 | $10.0 million |
NETFLIX INC. NETFLIX INC. · COM | LONG | 5,120 | $1.9 million |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM | LONG | 1,253,366 | $33.3 million |
SVMK INC SVMK INC · COM | LONG | 29,583 | $400,000 |
“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 | 19,976,432 | $620.9 million | 21.3% | REDUCED | — | 1Y — 5Y — |
DDOG Datadog Inc. | LONG | 4,920,611 | $427.8 million | 14.7% | REDUCED | — | 1Y +22.8% 5Y +142.3% · 31 models |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 6,560,719 | $266.4 million | 9.1% | REDUCED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 1,166,029 | $255.8 million | 8.8% | REDUCED | — | 1Y +19.5% 5Y +100.9% · 31 models |
XYZ Block Inc. (formerly Square SQ) | LONG | 1,777,689 | $186.6 million | 6.4% | INCREASED | — | 1Y +22.9% 5Y +125.3% · 31 models |
LIVONGO HEALTH INC LIVONGO HEALTH INC · COM · 539183103 | LONG | 2,370,281 | $178.2 million | 6.1% | REDUCED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COM CL A · 98980F104 | LONG | 3,116,769 | $159.0 million | 5.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 699,587 | $150.9 million | 5.2% | REDUCED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 5,691,167 | $144.3 million | 4.9% | INCREASED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 304,585 | $123.4 million | 4.2% | REDUCED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 433,478 | $98.4 million | 3.4% | REDUCED | — | 1Y +21.0% 5Y +124.1% · 32 models |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 1,570,362 | $90.5 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
AGORA INC AGORA INC · ADS · 00851L103 | LONG | 1,997,733 | $88.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GREENSKY INC GREENSKY INC · CL A · 39572G100 | LONG | 14,787,696 | $72.5 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 899,808 | $71.3 million | 2.4% | REDUCED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 1,136,873 | $61.3 million | 2.1% | REDUCED | — | 1Y — 5Y — |
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A · G04553106 | LONG | 209,776 | $9.1 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP · SPON ADS · 88034P109 | LONG | 481,764 | $6.5 million | — | REDUCED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 2,976,874 | $4.0 million | — | UNCHANGED | — | 1Y — 5Y — |
PINTEREST INC PINTEREST INC · CL A · 72352L106 | LONG | 50,000 | $1.1 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 11,800 | $1.1 million | 0.0% | REDUCED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 10,000 | $1.0 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
XP INC XP INC · CL A · G98239109 | LONG | 9,948 | $418,000 | 0.0% | REDUCED | — | 1Y — 5Y — |