Dragoneer Investment Group portfolio · 2021-09-30
Disclosed long book
$7.44 billion
Long positions
72
Calls / puts
0 / 0
Top 5 concentration
37.4%
Longs with AI data
4 / 72
Average AI 1Y
+24.3%
13F filing comparison
Quarter-over-quarter changes
2021-06-30 to 2021-09-30
Newly reported
20
No longer reported
11
Increased
1
Reduced
11
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL | LONG | 31,670,716 | $332.9 million |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC | LONG | 7,743,458 | $325.8 million |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I | LONG | 3,000,000 | $76.8 million |
ENGAGESMART INC ENGAGESMART INC | LONG | 2,100,000 | $71.5 million |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL | LONG | 20,802,000 | $48.3 million |
CS DISCO INC CS DISCO INC | LONG | 908,650 | $43.6 million |
MATTERPORT INC MATTERPORT INC | LONG | 1,563,500 | $29.6 million |
JD.COM INC JD.COM INC | LONG | 300,000 | $21.7 million |
DUOLINGO INC DUOLINGO INC | LONG | 125,000 | $20.8 million |
FUTU HLDGS LTD FUTU HLDGS LTD | LONG | 225,000 | $20.5 million |
HIPPO HLDGS INC HIPPO HLDGS INC | LONG | 3,329,237 | $15.6 million |
DEFINITIVE HEALTHCARE CORP DEFINITIVE HEALTHCARE CORP | LONG | 250,000 | $10.7 million |
DRAGONEER GROWTH OPPTY CORP DRAGONEER GROWTH OPPTY CORP | LONG | 752,000 | $7.5 million |
VTEX VTEX | LONG | 350,000 | $7.2 million |
BLEND LABS INC BLEND LABS INC | LONG | 500,000 | $6.7 million |
MELI KASZEK PIONEER CORP MELI KASZEK PIONEER CORP | LONG | 400,000 | $4.4 million |
FRESHWORKS INC FRESHWORKS INC | LONG | 100,000 | $4.3 million |
DOMA HOLDINGS INC DOMA HOLDINGS INC | LONG | 500,000 | $3.7 million |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO | LONG | 182,000 | $1.8 million |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO | LONG | 60,666 | $98,000 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
DRAGONEER GROWTH OPPORTUN CO DRAGONEER GROWTH OPPORTUN CO · UNIT 08/18/2027 | LONG | 10,000 | $104,000 |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A | LONG | 750,000 | $19.2 million |
AFFIRM HLDGS INC AFFIRM HLDGS INC · COM CL A | LONG | 75,000 | $5.1 million |
DLOCAL LTD DLOCAL LTD · CLASS A COM | LONG | 1,000,000 | $52.5 million |
DOXIMITY INC DOXIMITY INC · CL A | LONG | 350,000 | $20.4 million |
DUCK CREEK TECHNOLOGIES INC DUCK CREEK TECHNOLOGIES INC · SHS | LONG | 3,432,080 | $149.3 million |
IRONSOURCE LTD IRONSOURCE LTD · CL A ORD SHS | LONG | 6,050,000 | $63.5 million |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS | LONG | 1,300,000 | $51.5 million |
PAYONEER GLOBAL INC PAYONEER GLOBAL INC · COM | LONG | 2,000,000 | $20.7 million |
SMARTSHEET INC SMARTSHEET INC · COM CL A | LONG | 611,449 | $44.2 million |
XOMETRY INC XOMETRY INC · CLASS A COM | LONG | 200,000 | $17.5 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 |
|---|---|---|---|---|---|---|---|
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 20,173,285 | $777.1 million | 10.4% | INCREASED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 2,253,637 | $681.6 million | 9.2% | REDUCED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 11,320,595 | $507.2 million | 6.8% | UNCHANGED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 1,777,689 | $426.4 million | 5.7% | UNCHANGED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 2,732,160 | $386.2 million | 5.2% | REDUCED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 5,196,219 | $368.8 million | 5.0% | REDUCED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 31,670,716 | $332.9 million | 4.5% | NEWLY REPORTED | — | 1Y — 5Y — |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · COM CL A · 770700102 | LONG | 7,743,458 | $325.8 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 1,512,545 | $311.6 million | 4.2% | REDUCED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 3,404,260 | $296.3 million | 4.0% | UNCHANGED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $291.6 million | 3.9% | UNCHANGED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 3,110,715 | $277.9 million | 3.7% | REDUCED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 777,393 | $248.0 million | 3.3% | UNCHANGED | — | 1Y +21.0% 5Y +109.2% · 24 models |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COM CL A · 98980F104 | LONG | 3,366,769 | $206.0 million | 2.8% | UNCHANGED | — | 1Y — 5Y — |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 1,413,326 | $170.7 million | 2.3% | UNCHANGED | — | 1Y — 5Y — |
ENDEAVOR GROUP HLDGS INC ENDEAVOR GROUP HLDGS INC · CL A COM · 29260Y109 | LONG | 4,166,667 | $119.5 million | 1.6% | UNCHANGED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 339,374 | $115.2 million | 1.5% | UNCHANGED | — | 1Y +22.1% 5Y +130.9% · 27 models |
PLAYTIKA HLDG CORP PLAYTIKA HLDG CORP · COM · 72815L107 | LONG | 4,125,000 | $114.0 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 660,000 | $110.7 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
FUBOTV INC FUBOTV INC · COM · 35953D104 | LONG | 4,295,360 | $102.9 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
BUMBLE INC BUMBLE INC · COM CL A · 12047B105 | LONG | 2,000,000 | $100.0 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 606,716 | $89.8 million | 1.2% | REDUCED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 1,234,852 | $88.7 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
DATTO HLDG CORP DATTO HLDG CORP · COM · 23821D100 | LONG | 3,706,333 | $88.6 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 3,000,000 | $76.8 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 957,992 | $72.4 million | 1.0% | REDUCED | — | 1Y +23.8% 5Y +134.4% · 24 models |
ENGAGESMART INC ENGAGESMART INC · COMMON STOCK · 29283F103 | LONG | 2,100,000 | $71.5 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
GOODRX HLDGS INC GOODRX HLDGS INC · COM CL A · 38246G108 | LONG | 1,300,000 | $53.3 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
SQUARESPACE INC SQUARESPACE INC · CLASS A · 85225A107 | LONG | 1,284,622 | $49.6 million | — | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · COM CL A · 77664L108 | LONG | 9,259,259 | $48.8 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · *W EXP 07/30/202 · 12510Q118 | LONG | 20,802,000 | $48.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 2,543,841 | $44.2 million | 0.6% | UNCHANGED | — | 1Y +30.3% 5Y +145.0% · 24 models |
CS DISCO INC CS DISCO INC · COM · 126327105 | LONG | 908,650 | $43.6 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 748,971 | $39.4 million | 0.5% | REDUCED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · COM CL A · 42226W109 | LONG | 4,000,000 | $39.1 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
QUALTRICS INTL INC QUALTRICS INTL INC · COM CL A · 747601201 | LONG | 800,000 | $34.2 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
SANA BIOTECHNOLOGY INC SANA BIOTECHNOLOGY INC · COM · 799566104 | LONG | 1,500,000 | $33.8 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
MONDAY COM LTD MONDAY COM LTD · SHS · M7S64H106 | LONG | 100,000 | $32.6 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
MATTERPORT INC MATTERPORT INC · COM CL A · 577096100 | LONG | 1,563,500 | $29.6 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
AGORA INC AGORA INC · ADS · 00851L103 | LONG | 998,866 | $29.0 million | — | REDUCED | — | 1Y — 5Y — |
TUYA INC TUYA INC · SPONSERED ADS · 90114C107 | LONG | 2,850,000 | $25.9 million | — | UNCHANGED | — | 1Y — 5Y — |
OLO INC OLO INC · CL A · 68134L109 | LONG | 750,000 | $22.5 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 300,000 | $21.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
AGILON HEALTH INC AGILON HEALTH INC · COM · 00857U107 | LONG | 800,000 | $21.0 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 125,000 | $20.8 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
FUTU HLDGS LTD FUTU HLDGS LTD · SPON ADS CL A · 36118L106 | LONG | 225,000 | $20.5 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947U107 | LONG | 275,000 | $19.5 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
HIPPO HLDGS INC HIPPO HLDGS INC · COMMON STOCK · 433539103 | LONG | 3,329,237 | $15.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
OAK STR HEALTH INC OAK STR HEALTH INC · COM · 67181A107 | LONG | 350,019 | $14.9 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
LYELL IMMUNOPHARMA INC LYELL IMMUNOPHARMA INC · COM · 55083R104 | LONG | 1,000,000 | $14.8 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
POSHMARK INC POSHMARK INC · COM CL A · 73739W104 | LONG | 550,000 | $13.1 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
MARQETA INC MARQETA INC · CLASS A COM · 57142B104 | LONG | 500,000 | $11.1 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
DEFINITIVE HEALTHCARE CORP DEFINITIVE HEALTHCARE CORP · CLASS A COM · 24477E103 | LONG | 250,000 | $10.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPTY CORP DRAGONEER GROWTH OPPTY CORP · SHS CL A · G28314105 | LONG | 752,000 | $7.5 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
VTEX VTEX · SHS CL A · G9470A102 | LONG | 350,000 | $7.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
LIFESTANCE HEALTH GROUP INC LIFESTANCE HEALTH GROUP INC · COM · 53228F101 | LONG | 491,840 | $7.1 million | 0.1% | REDUCED | — | 1Y — 5Y — |
SUPERNOVA PARTNERS ACQUISITI SUPERNOVA PARTNERS ACQUISITI · COM CL A · 86846V108 | LONG | 700,000 | $6.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
BLEND LABS INC BLEND LABS INC · CL A · 09352U108 | LONG | 500,000 | $6.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · CL A · G0370L108 | LONG | 510,000 | $5.2 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
COMPASS INC COMPASS INC · CL A · 20464U100 | LONG | 374,110 | $5.0 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
ALKAMI TECHNOLOGY INC ALKAMI TECHNOLOGY INC · COM · 01644J108 | LONG | 200,000 | $4.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
TCV ACQUISITION CORP TCV ACQUISITION CORP · CL A SHS · G8704C124 | LONG | 500,000 | $4.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $4.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
MELI KASZEK PIONEER CORP MELI KASZEK PIONEER CORP · CLASS A ORD · G5S74L106 | LONG | 400,000 | $4.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
FRESHWORKS INC FRESHWORKS INC · CLASS A COM · 358054104 | LONG | 100,000 | $4.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
HONEST CO INC HONEST CO INC · COM · 438333106 | LONG | 384,313 | $4.0 million | 0.1% | REDUCED | — | 1Y — 5Y — |
DOMA HOLDINGS INC DOMA HOLDINGS INC · COMMON STOCK · 25703A104 | LONG | 500,000 | $3.7 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · CLASS A ORD SHS · G7185D106 | LONG | 182,000 | $1.8 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · *W EXP 11/12/202 · 42226W117 | LONG | 1,000,000 | $990,000 | — | UNCHANGED | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · *W EXP 09/30/202 · G0370L116 | LONG | 102,000 | $231,000 | — | UNCHANGED | — | 1Y — 5Y — |
SUPERNOVA PARTNERS ACQUISITI SUPERNOVA PARTNERS ACQUISITI · *W EXP 10/16/202 · 86846V116 | LONG | 175,000 | $140,000 | — | UNCHANGED | — | 1Y — 5Y — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *W EXP 07/08/202 · G7185D114 | LONG | 60,666 | $98,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |