Dragoneer Investment Group portfolio · 2020-12-31
Disclosed long book
$6.47 billion
Long positions
40
Calls / puts
0 / 0
Top 5 concentration
51.6%
Longs with AI data
2 / 40
Average AI 1Y
+21.7%
13F filing comparison
Quarter-over-quarter changes
2020-09-30 to 2020-12-31
Newly reported
9
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 |
|---|---|---|---|
DASH DOORDASH INC | LONG | 4,365,720 | $623.2 million |
AIRBNB INC AIRBNB INC | LONG | 3,223,630 | $473.2 million |
ROOT INC ROOT INC | LONG | 9,259,259 | $145.5 million |
SMARTSHEET INC SMARTSHEET INC | LONG | 2,046,983 | $141.8 million |
FUBOTV INC FUBOTV INC | LONG | 4,295,360 | $120.3 million |
DATTO HLDG CORP DATTO HLDG CORP | LONG | 3,706,333 | $100.1 million |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO | LONG | 4,000,000 | $44.1 million |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP | LONG | 2,550,000 | $33.1 million |
CONTEXTLOGIC INC CONTEXTLOGIC INC | LONG | 1,321,730 | $24.1 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
SERVICENOW INC SERVICENOW INC · COM | LONG | 142,205 | $69.0 million |
GREENSKY INC GREENSKY INC · CL A | LONG | 14,238,605 | $63.2 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 |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 3,878,970 | $1.09 billion | 16.9% | REDUCED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 14,030,005 | $715.5 million | 11.1% | REDUCED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 4,365,720 | $623.2 million | 9.6% | NEWLY REPORTED | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 3,223,630 | $473.2 million | 7.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 4,432,248 | $436.3 million | 6.7% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 1,777,689 | $386.9 million | 6.0% | UNCHANGED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 8,588,555 | $371.6 million | 5.7% | INCREASED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 8,567,746 | $271.9 million | 4.2% | INCREASED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 752,883 | $254.9 million | 3.9% | UNCHANGED | — | 1Y +21.0% 5Y +109.2% · 24 models |
DUCK CREEK TECHNOLOGIES INC DUCK CREEK TECHNOLOGIES INC · SHS · 264120106 | LONG | 4,440,120 | $192.3 million | 3.0% | UNCHANGED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 802,216 | $186.7 million | 2.9% | INCREASED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 5,442,957 | $162.9 million | 2.5% | INCREASED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COM CL A · 98980F104 | LONG | 3,366,769 | $162.4 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM · 91332U101 | LONG | 1,000,000 | $153.5 million | 2.4% | UNCHANGED | — | 1Y — 5Y — |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 1,570,362 | $145.8 million | 2.3% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · COM CL A · 77664L108 | LONG | 9,259,259 | $145.5 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SMARTSHEET INC SMARTSHEET INC · COM CL A · 83200N103 | LONG | 2,046,983 | $141.8 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
FUBOTV INC FUBOTV INC · COM · 35953D104 | LONG | 4,295,360 | $120.3 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
DATTO HLDG CORP DATTO HLDG CORP · COM · 23821D100 | LONG | 3,706,333 | $100.1 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 339,374 | $92.7 million | 1.4% | UNCHANGED | — | 1Y +22.4% 5Y +133.8% · 25 models |
AGORA INC AGORA INC · ADS · 00851L103 | LONG | 1,997,733 | $79.0 million | — | UNCHANGED | — | 1Y — 5Y — |
KE HLDGS INC KE HLDGS INC · SPONSORED ADS · 482497104 | LONG | 1,250,000 | $76.9 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
GOODRX HLDGS INC GOODRX HLDGS INC · COM CL A · 38246G108 | LONG | 1,300,000 | $52.4 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
XPENG INC XPENG INC · ADS · 98422D105 | LONG | 1,200,000 | $51.4 million | — | UNCHANGED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · UNIT 99/99/9999 · 42226W208 | LONG | 4,000,000 | $44.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · UNIT 99/99/9999 · G0370L124 | LONG | 2,550,000 | $33.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 266,475 | $28.4 million | 0.4% | REDUCED | — | 1Y — 5Y — |
CONTEXTLOGIC INC CONTEXTLOGIC INC · COM CL A · 21077C107 | LONG | 1,321,730 | $24.1 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
OAK STR HEALTH INC OAK STR HEALTH INC · COM · 67181A107 | LONG | 350,019 | $21.4 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947U107 | LONG | 275,000 | $19.9 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 35,716 | $5.4 million | 0.1% | INCREASED | — | 1Y — 5Y — |
JFROG LTD JFROG LTD · ORD SHS · M6191J100 | LONG | 70,000 | $4.4 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP · SPON ADS · 88034P109 | LONG | 147,194 | $2.8 million | — | REDUCED | — | 1Y — 5Y — |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS · 86740P108 | LONG | 2,429,476 | $2.6 million | — | REDUCED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 10,000 | $2.1 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
PINTEREST INC PINTEREST INC · CL A · 72352L106 | LONG | 25,000 | $1.6 million | 0.0% | REDUCED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 11,800 | $1.6 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
LEMONADE INC LEMONADE INC · COM · 52567D107 | LONG | 10,000 | $1.2 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
XP INC XP INC · CL A · G98239109 | LONG | 9,948 | $395,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPORTUN CO DRAGONEER GROWTH OPPORTUN CO · UNIT 08/18/2027 · G28302126 | LONG | 10,000 | $140,000 | — | UNCHANGED | — | 1Y — 5Y — |