Dragoneer Investment Group portfolio · 2022-03-31
Disclosed long book
$7.80 billion
Long positions
52
Calls / puts
0 / 0
Top 5 concentration
40.3%
Longs with AI data
2 / 52
Average AI 1Y
+27.1%
13F filing comparison
Quarter-over-quarter changes
2021-12-31 to 2022-03-31
Newly reported
5
No longer reported
17
Increased
15
Reduced
8
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
NCINO INC NCINO INC | LONG | 4,594,278 | $188.3 million |
FARFETCH LTD FARFETCH LTD | LONG | 10,612,468 | $160.5 million |
KANZHUN LIMITED KANZHUN LIMITED | LONG | 1,498,373 | $37.3 million |
EVERBRIDGE INC EVERBRIDGE INC | LONG | 426,486 | $18.6 million |
TPG INC TPG INC | LONG | 200,000 | $6.0 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ALKAMI TECHNOLOGY INC ALKAMI TECHNOLOGY INC · COM | LONG | 200,000 | $4.0 million |
DEFINITIVE HEALTHCARE CORP DEFINITIVE HEALTHCARE CORP · CLASS A COM | LONG | 250,000 | $6.8 million |
DOMA HOLDINGS INC DOMA HOLDINGS INC · COMMON STOCK | LONG | 500,000 | $2.5 million |
DUOLINGO INC DUOLINGO INC · CL A COM | LONG | 125,000 | $13.3 million |
FRESHWORKS INC FRESHWORKS INC · CLASS A COM | LONG | 100,000 | $2.6 million |
HIPPO HLDGS INC HIPPO HLDGS INC · COMMON STOCK | LONG | 3,329,237 | $9.4 million |
META PLATFORMS INC META PLATFORMS INC · CL A | LONG | 339,374 | $114.1 million |
NCINO INC NCINO INC · COM | LONG | 1,599,650 | $87.8 million |
OLO INC OLO INC · CL A | LONG | 750,000 | $15.6 million |
ON HLDG AG ON HLDG AG · NAMEN AKT A | LONG | 300,000 | $11.3 million |
PLAYTIKA HLDG CORP PLAYTIKA HLDG CORP · COM | LONG | 2,062,500 | $35.7 million |
SANA BIOTECHNOLOGY INC SANA BIOTECHNOLOGY INC · COM | LONG | 1,500,000 | $23.2 million |
SUPERNOVA PARTNERS ACQUISTN SUPERNOVA PARTNERS ACQUISTN · SHS CL A | LONG | 700,000 | $7.2 million |
SUPERNOVA PARTNERS ACQUISTN SUPERNOVA PARTNERS ACQUISTN · *W EXP 99/99/999 | LONG | 175,000 | $415,000 |
TWILIO INC TWILIO INC · CL A | LONG | 777,393 | $204.7 million |
UDEMY INC UDEMY INC · COM | LONG | 200,000 | $3.9 million |
VTEX VTEX · SHS CL A | LONG | 350,000 | $3.8 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 |
|---|---|---|---|---|---|---|---|
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 153,629,478 | $1.19 billion | 15.2% | REDUCED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 19,482,879 | $678.2 million | 8.7% | REDUCED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 2,900,390 | $439.3 million | 5.6% | INCREASED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 1,884,883 | $431.9 million | 5.5% | INCREASED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 11,320,595 | $403.9 million | 5.2% | UNCHANGED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $394.2 million | 5.1% | UNCHANGED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 2,851,979 | $386.7 million | 5.0% | INCREASED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 3,294,334 | $386.1 million | 5.0% | INCREASED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 32,583,324 | $359.7 million | 4.6% | UNCHANGED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 7,149,440 | $336.7 million | 4.3% | INCREASED | — | 1Y — 5Y — |
RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC · COM CL A · 76954A103 | LONG | 5,208,075 | $261.7 million | 3.4% | INCREASED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 12,030,026 | $252.6 million | 3.2% | INCREASED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COM CL A · 98980F104 | LONG | 3,943,215 | $235.6 million | 3.0% | INCREASED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 8,672,304 | $229.1 million | 2.9% | INCREASED | — | 1Y — 5Y — |
CS DISCO INC CS DISCO INC · COM · 126327105 | LONG | 5,704,854 | $193.8 million | 2.5% | INCREASED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 4,594,278 | $188.3 million | 2.4% | NEWLY REPORTED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 10,612,468 | $160.5 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ENDEAVOR GROUP HLDGS INC ENDEAVOR GROUP HLDGS INC · CL A COM · 29260Y109 | LONG | 4,166,667 | $123.0 million | 1.6% | UNCHANGED | — | 1Y — 5Y — |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 1,413,326 | $114.5 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 660,000 | $113.4 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
DATTO HLDG CORP DATTO HLDG CORP · COM · 23821D100 | LONG | 3,706,333 | $99.0 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
CVENT HOLDING CORP CVENT HOLDING CORP · COMMON STOCK · 126677103 | LONG | 12,552,000 | $90.2 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 5,424,513 | $86.9 million | 1.1% | INCREASED | — | 1Y — 5Y — |
ENFUSION INC ENFUSION INC · CL A · 292812104 | LONG | 6,490,000 | $82.6 million | 1.1% | INCREASED | — | 1Y — 5Y — |
ENGAGESMART INC ENGAGESMART INC · COMMON STOCK · 29283F103 | LONG | 3,626,188 | $77.3 million | 1.0% | INCREASED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 1,318,639 | $76.4 million | 1.0% | REDUCED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 2,243,489 | $75.8 million | 1.0% | INCREASED | — | 1Y — 5Y — |
BUMBLE INC BUMBLE INC · COM CL A · 12047B105 | LONG | 2,000,000 | $58.0 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 957,992 | $44.3 million | 0.6% | UNCHANGED | — | 1Y +23.8% 5Y +134.4% · 24 models |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · COM CL A · 42226W109 | LONG | 4,000,000 | $39.4 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 1,498,373 | $37.3 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A · G04553106 | LONG | 1,565,395 | $33.0 million | 0.4% | INCREASED | — | 1Y — 5Y — |
SQUARESPACE INC SQUARESPACE INC · CLASS A · 85225A107 | LONG | 1,284,622 | $32.9 million | — | UNCHANGED | — | 1Y — 5Y — |
GOODRX HLDGS INC GOODRX HLDGS INC · COM CL A · 38246G108 | LONG | 1,300,000 | $25.1 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
EVERBRIDGE INC EVERBRIDGE INC · COM · 29978A104 | LONG | 426,486 | $18.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 250,000 | $13.6 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 1,346,154 | $13.4 million | 0.2% | REDUCED | — | 1Y +30.3% 5Y +145.0% · 24 models |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $12.0 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
BRAZE INC BRAZE INC · COM CL A · 10576N102 | LONG | 250,000 | $10.4 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
HASHICORP INC HASHICORP INC · COM CL A · 418100103 | LONG | 120,000 | $6.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
TPG INC TPG INC · COM CL A · 872657101 | LONG | 200,000 | $6.0 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ROOT INC ROOT INC · COM CL A · 77664L108 | LONG | 2,777,778 | $5.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G4124C109 | LONG | 1,505,000 | $5.3 million | — | REDUCED | — | 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 | $4.1 million | — | UNCHANGED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $1.9 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 — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 55,407 | $1.2 million | 0.0% | REDUCED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · *W EXP 11/12/202 · 42226W117 | LONG | 1,000,000 | $510,000 | — | UNCHANGED | — | 1Y — 5Y — |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · COM CL A · 770700102 | LONG | 17,827 | $241,000 | 0.0% | REDUCED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · *W EXP 12/01/202 · G4124C117 | LONG | 51,000 | $39,000 | — | REDUCED | — | 1Y — 5Y — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *W EXP 07/08/202 · G7185D114 | LONG | 60,666 | $28,000 | — | UNCHANGED | — | 1Y — 5Y — |