Dragoneer Investment Group portfolio · 2021-12-31
Disclosed long book
$8.64 billion
Long positions
64
Calls / puts
0 / 0
Top 5 concentration
43.1%
Longs with AI data
0 / 64
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 155,035,176 | $1.45 billion | 16.8% | NEWLY REPORTED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 20,173,285 | $766.8 million | 8.9% | UNCHANGED | — | 1Y — 5Y — |
RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC · COM CL A · 76954A103 | LONG | 5,208,074 | $540.0 million | 6.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 2,732,160 | $486.6 million | 5.6% | UNCHANGED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 11,320,595 | $474.7 million | 5.5% | UNCHANGED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 1,378,322 | $466.9 million | 5.4% | REDUCED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 32,583,324 | $371.1 million | 4.3% | INCREASED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $312.3 million | 3.6% | UNCHANGED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 4,794,193 | $289.3 million | 3.4% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 1,777,689 | $287.1 million | 3.3% | UNCHANGED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 11,828,717 | $271.8 million | 3.1% | INCREASED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 3,095,122 | $247.5 million | 2.9% | REDUCED | — | 1Y — 5Y — |
DOORDASH INC DOORDASH INC · CL A · 25809K105 | LONG | 1,489,210 | $221.7 million | 2.6% | REDUCED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 777,393 | $204.7 million | 2.4% | UNCHANGED | — | 1Y — 5Y — |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 1,413,326 | $183.7 million | 2.1% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 4,832,260 | $172.8 million | 2.0% | INCREASED | — | 1Y — 5Y — |
ENDEAVOR GROUP HLDGS INC ENDEAVOR GROUP HLDGS INC · CL A COM · 29260Y109 | LONG | 4,166,667 | $145.4 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
ENFUSION INC ENFUSION INC · CL A · 292812104 | LONG | 6,422,221 | $134.5 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
CS DISCO INC CS DISCO INC · COM · 126327105 | LONG | 3,426,535 | $122.5 million | 1.4% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 339,374 | $114.1 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 660,000 | $109.9 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 3,847,799 | $108.2 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COM CL A · 98980F104 | LONG | 1,683,384 | $108.1 million | 1.3% | REDUCED | — | 1Y — 5Y — |
CVENT HOLDING CORP CVENT HOLDING CORP · COMMON STOCK · 126677103 | LONG | 12,552,000 | $102.5 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ROBLOX CORP ROBLOX CORP · CL A · 771049103 | LONG | 957,992 | $98.8 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
DATTO HLDG CORP DATTO HLDG CORP · COM · 23821D100 | LONG | 3,706,333 | $97.7 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947U107 | LONG | 1,599,650 | $87.8 million | 1.0% | INCREASED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 1,234,852 | $78.3 million | 0.9% | UNCHANGED | — | 1Y — 5Y — |
BUMBLE INC BUMBLE INC · COM CL A · 12047B105 | LONG | 2,000,000 | $67.7 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
ENGAGESMART INC ENGAGESMART INC · COMMON STOCK · 29283F103 | LONG | 2,773,598 | $66.9 million | 0.8% | INCREASED | — | 1Y — 5Y — |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · COM CL A · 770700102 | LONG | 3,684,577 | $65.4 million | 0.8% | REDUCED | — | 1Y — 5Y — |
GOODRX HLDGS INC GOODRX HLDGS INC · COM CL A · 38246G108 | LONG | 1,300,000 | $42.5 million | 0.5% | UNCHANGED | — | 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 — |
SQUARESPACE INC SQUARESPACE INC · CLASS A · 85225A107 | LONG | 1,284,622 | $37.9 million | — | UNCHANGED | — | 1Y — 5Y — |
PLAYTIKA HLDG CORP PLAYTIKA HLDG CORP · COM · 72815L107 | LONG | 2,062,500 | $35.7 million | 0.4% | REDUCED | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 748,971 | $32.3 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A · G04553106 | LONG | 1,361,179 | $28.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SANA BIOTECHNOLOGY INC SANA BIOTECHNOLOGY INC · COM · 799566104 | LONG | 1,500,000 | $23.2 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 250,000 | $21.8 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G4124C109 | LONG | 3,010,000 | $21.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
OSCAR HEALTH INC OSCAR HEALTH INC · CL A · 687793109 | LONG | 2,543,841 | $20.0 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
BRAZE INC BRAZE INC · COM CL A · 10576N102 | LONG | 250,000 | $19.3 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $15.8 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
OLO INC OLO INC · CL A · 68134L109 | LONG | 750,000 | $15.6 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 125,000 | $13.3 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
ON HLDG AG ON HLDG AG · NAMEN AKT A · H5919C104 | LONG | 300,000 | $11.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
HASHICORP INC HASHICORP INC · COM CL A · 418100103 | LONG | 120,000 | $10.9 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
HIPPO HLDGS INC HIPPO HLDGS INC · COMMON STOCK · 433539103 | LONG | 3,329,237 | $9.4 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · COM CL A · 77664L108 | LONG | 2,777,778 | $8.6 million | 0.1% | REDUCED | — | 1Y — 5Y — |
SUPERNOVA PARTNERS ACQUISTN SUPERNOVA PARTNERS ACQUISTN · SHS CL A · G8T86C105 | LONG | 700,000 | $7.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
DEFINITIVE HEALTHCARE CORP DEFINITIVE HEALTHCARE CORP · CLASS A COM · 24477E103 | LONG | 250,000 | $6.8 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 — |
MELI KASZEK PIONEER CORP MELI KASZEK PIONEER CORP · CLASS A ORD · G5S74L106 | LONG | 400,000 | $4.6 million | — | UNCHANGED | — | 1Y — 5Y — |
ALKAMI TECHNOLOGY INC ALKAMI TECHNOLOGY INC · COM · 01644J108 | LONG | 200,000 | $4.0 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
UDEMY INC UDEMY INC · COM · 902685106 | LONG | 200,000 | $3.9 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
VTEX VTEX · SHS CL A · G9470A102 | LONG | 350,000 | $3.8 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $3.3 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
FRESHWORKS INC FRESHWORKS INC · CLASS A COM · 358054104 | LONG | 100,000 | $2.6 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
DOMA HOLDINGS INC DOMA HOLDINGS INC · COMMON STOCK · 25703A104 | LONG | 500,000 | $2.5 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · CLASS A ORD SHS · G7185D106 | LONG | 182,000 | $1.8 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · *W EXP 11/12/202 · 42226W117 | LONG | 1,000,000 | $830,000 | — | UNCHANGED | — | 1Y — 5Y — |
SUPERNOVA PARTNERS ACQUISTN SUPERNOVA PARTNERS ACQUISTN · *W EXP 99/99/999 · G8T86C121 | LONG | 175,000 | $415,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · *W EXP 12/01/202 · G4124C117 | LONG | 102,000 | $215,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *W EXP 07/08/202 · G7185D114 | LONG | 60,666 | $39,000 | — | UNCHANGED | — | 1Y — 5Y — |