Dragoneer Investment Group portfolio · 2021-03-31
Disclosed long book
$6.70 billion
Long positions
48
Calls / puts
0 / 0
Top 5 concentration
42.9%
Longs with AI data
4 / 48
Average AI 1Y
+24.3%
13F filing comparison
Quarter-over-quarter changes
2020-12-31 to 2021-03-31
Newly reported
15
No longer reported
7
Increased
6
Reduced
3
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
RBLX ROBLOX CORP | LONG | 1,999,999 | $129.7 million |
BUMBLE INC BUMBLE INC | LONG | 2,000,000 | $124.8 million |
PLAYTIKA HLDG CORP PLAYTIKA HLDG CORP | LONG | 4,125,000 | $112.2 million |
OSCR OSCAR HEALTH INC | LONG | 2,543,841 | $68.4 million |
THOMA BRAVO ADVANTAGE THOMA BRAVO ADVANTAGE | LONG | 6,000,000 | $62.7 million |
TUYA INC TUYA INC | LONG | 2,850,000 | $60.2 million |
SANA BIOTECHNOLOGY INC SANA BIOTECHNOLOGY INC | LONG | 1,500,000 | $50.2 million |
QUALTRICS INTL INC QUALTRICS INTL INC | LONG | 800,000 | $26.3 million |
ACV AUCTIONS INC ACV AUCTIONS INC | LONG | 750,000 | $26.0 million |
ON24 INC ON24 INC | LONG | 500,000 | $24.3 million |
POSHMARK INC POSHMARK INC | LONG | 550,000 | $22.3 million |
OLO INC OLO INC | LONG | 750,000 | $19.8 million |
COURSERA INC COURSERA INC | LONG | 350,000 | $15.8 million |
SUPERNOVA PARTNERS ACQUISITI SUPERNOVA PARTNERS ACQUISITI | LONG | 700,000 | $7.0 million |
AFFIRM HLDGS INC AFFIRM HLDGS INC | LONG | 75,000 | $5.3 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
JFROG LTD JFROG LTD · ORD SHS | LONG | 70,000 | $4.4 million |
LEMONADE INC LEMONADE INC · COM | LONG | 10,000 | $1.2 million |
BILL COM HLDGS INC BILL COM HLDGS INC · COM | LONG | 11,800 | $1.6 million |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A | LONG | 10,000 | $2.1 million |
SUNLANDS TECHNOLOGY GROUP SUNLANDS TECHNOLOGY GROUP · ADS | LONG | 2,429,476 | $2.6 million |
TENCENT MUSIC ENTMT GROUP TENCENT MUSIC ENTMT GROUP · SPON ADS | LONG | 147,194 | $2.8 million |
XP INC XP INC · CL A | LONG | 9,948 | $395,000 |
“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 |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 3,276,596 | $751.3 million | 11.2% | REDUCED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 11,320,595 | $617.1 million | 9.2% | REDUCED | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 3,223,630 | $605.8 million | 9.0% | UNCHANGED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 3,697,855 | $484.9 million | 7.2% | REDUCED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 8,604,414 | $415.1 million | 6.2% | INCREASED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 1,777,689 | $403.6 million | 6.0% | UNCHANGED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 4,474,482 | $372.9 million | 5.6% | INCREASED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 777,393 | $264.9 million | 4.0% | INCREASED | — | 1Y +21.0% 5Y +109.2% · 24 models |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $221.2 million | 3.3% | INCREASED | — | 1Y — 5Y — |
DUCK CREEK TECHNOLOGIES INC DUCK CREEK TECHNOLOGIES INC · SHS · 264120106 | LONG | 4,440,120 | $200.4 million | 3.0% | UNCHANGED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 5,647,291 | $199.5 million | 3.0% | INCREASED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 802,216 | $181.9 million | 2.7% | UNCHANGED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COM CL A · 98980F104 | LONG | 3,366,769 | $164.6 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 1,570,362 | $149.9 million | 2.2% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 1,313,520 | $147.7 million | 2.2% | INCREASED | — | 1Y — 5Y — |
SMARTSHEET INC SMARTSHEET INC · COM CL A · 83200N103 | LONG | 2,046,983 | $130.8 million | 2.0% | UNCHANGED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 1,999,999 | $129.7 million | 1.9% | NEWLY REPORTED | — | 1Y +23.8% 5Y +134.4% · 24 models |
BUMBLE INC BUMBLE INC · COM CL A · 12047B105 | LONG | 2,000,000 | $124.8 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
ROOT INC ROOT INC · COM CL A · 77664L108 | LONG | 9,259,259 | $117.9 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
PLAYTIKA HLDG CORP PLAYTIKA HLDG CORP · COM · 72815L107 | LONG | 4,125,000 | $112.2 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
AGORA INC AGORA INC · ADS · 00851L103 | LONG | 1,997,733 | $100.4 million | — | UNCHANGED | — | 1Y — 5Y — |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM · 91332U101 | LONG | 1,000,000 | $100.3 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 339,374 | $100.0 million | 1.5% | UNCHANGED | — | 1Y +22.1% 5Y +130.9% · 27 models |
FUBOTV INC FUBOTV INC · COM · 35953D104 | LONG | 4,295,360 | $95.0 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
DATTO HLDG CORP DATTO HLDG CORP · COM · 23821D100 | LONG | 3,706,333 | $84.9 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
KE HLDGS INC KE HLDGS INC · SPONSORED ADS · 482497104 | LONG | 1,250,000 | $71.2 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 2,543,841 | $68.4 million | 1.0% | NEWLY REPORTED | — | 1Y +30.3% 5Y +145.0% · 24 models |
THOMA BRAVO ADVANTAGE THOMA BRAVO ADVANTAGE · COM CL A · G88272102 | LONG | 6,000,000 | $62.7 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
TUYA INC TUYA INC · SPONSERED ADS · 90114C107 | LONG | 2,850,000 | $60.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GOODRX HLDGS INC GOODRX HLDGS INC · COM CL A · 38246G108 | LONG | 1,300,000 | $50.7 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
SANA BIOTECHNOLOGY INC SANA BIOTECHNOLOGY INC · COM · 799566104 | LONG | 1,500,000 | $50.2 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
XPENG INC XPENG INC · ADS · 98422D105 | LONG | 1,200,000 | $43.8 million | — | UNCHANGED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · UNIT 99/99/9999 · 42226W208 | LONG | 4,000,000 | $43.0 million | — | UNCHANGED | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · UNIT 99/99/9999 · G0370L124 | LONG | 2,550,000 | $31.2 million | — | UNCHANGED | — | 1Y — 5Y — |
QUALTRICS INTL INC QUALTRICS INTL INC · COM CL A · 747601201 | LONG | 800,000 | $26.3 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A · 00091G104 | LONG | 750,000 | $26.0 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ON24 INC ON24 INC · COM · 68339B104 | LONG | 500,000 | $24.3 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 266,475 | $22.5 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
POSHMARK INC POSHMARK INC · COM CL A · 73739W104 | LONG | 550,000 | $22.3 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
CONTEXTLOGIC INC CONTEXTLOGIC INC · COM CL A · 21077C107 | LONG | 1,321,730 | $20.9 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
OLO INC OLO INC · CL A · 68134L109 | LONG | 750,000 | $19.8 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
OAK STR HEALTH INC OAK STR HEALTH INC · COM · 67181A107 | LONG | 350,019 | $19.0 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947U107 | LONG | 275,000 | $18.3 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
COURSERA INC COURSERA INC · COM · 22266M104 | LONG | 350,000 | $15.8 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SUPERNOVA PARTNERS ACQUISITI SUPERNOVA PARTNERS ACQUISITI · UNIT 99/99/9999 · 86849V207 | LONG | 700,000 | $7.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AFFIRM HLDGS INC AFFIRM HLDGS INC · COM CL A · 00827B106 | LONG | 75,000 | $5.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
PINTEREST INC PINTEREST INC · CL A · 72352L106 | LONG | 25,000 | $1.9 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPORTUN CO DRAGONEER GROWTH OPPORTUN CO · UNIT 08/18/2027 · G28302126 | LONG | 10,000 | $104,000 | — | UNCHANGED | — | 1Y — 5Y — |