Dragoneer Investment Group portfolio · 2022-06-30
Disclosed long book
$3.90 billion
Long positions
39
Calls / puts
0 / 0
Top 5 concentration
43.0%
Longs with AI data
2 / 39
Average AI 1Y
+27.1%
13F filing comparison
Quarter-over-quarter changes
2022-03-31 to 2022-06-30
Newly reported
2
No longer reported
15
Increased
9
Reduced
11
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC | LONG | 9,312,205 | $309.5 million |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO | LONG | 60,666 | $12,000 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
AIRBNB INC AIRBNB INC · COM CL A | LONG | 660,000 | $113.4 million |
BRAZE INC BRAZE INC · COM CL A | LONG | 250,000 | $10.4 million |
BUMBLE INC BUMBLE INC · COM CL A | LONG | 2,000,000 | $58.0 million |
DATTO HLDG CORP DATTO HLDG CORP · COM | LONG | 3,706,333 | $99.0 million |
ENDEAVOR GROUP HLDGS INC ENDEAVOR GROUP HLDGS INC · CL A COM | LONG | 4,166,667 | $123.0 million |
EVERBRIDGE INC EVERBRIDGE INC · COM | LONG | 426,486 | $18.6 million |
GOODRX HLDGS INC GOODRX HLDGS INC · COM CL A | LONG | 1,300,000 | $25.1 million |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD | LONG | 1,505,000 | $5.3 million |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · *W EXP 12/01/202 | LONG | 51,000 | $39,000 |
HASHICORP INC HASHICORP INC · COM CL A | LONG | 120,000 | $6.5 million |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *W EXP 07/08/202 | LONG | 60,666 | $28,000 |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · COM CL A | LONG | 17,827 | $241,000 |
BLOCK INC BLOCK INC · CL A | LONG | 2,851,979 | $386.7 million |
UIPATH INC UIPATH INC · CL A | LONG | 55,407 | $1.2 million |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COM CL A | LONG | 3,943,215 | $235.6 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 | 17,884,899 | $443.0 million | 11.4% | REDUCED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 2,810,010 | $390.8 million | 10.0% | INCREASED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 9,312,205 | $309.5 million | 7.9% | NEWLY REPORTED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 3,100,390 | $295.3 million | 7.6% | INCREASED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 25,833,324 | $237.7 million | 6.1% | REDUCED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 11,320,595 | $231.6 million | 5.9% | UNCHANGED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 3,553,629 | $228.0 million | 5.8% | INCREASED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 7,316,557 | $226.2 million | 5.8% | INCREASED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $199.5 million | 5.1% | UNCHANGED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 4,849,961 | $191.3 million | 4.9% | REDUCED | — | 1Y — 5Y — |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 2,066,603 | $130.1 million | 3.3% | INCREASED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 6,178,483 | $124.6 million | 3.2% | INCREASED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 28,142,906 | $105.3 million | 2.7% | REDUCED | — | 1Y — 5Y — |
CS DISCO INC CS DISCO INC · COM · 126327105 | LONG | 5,402,475 | $97.5 million | 2.5% | REDUCED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 10,188,515 | $93.5 million | 2.4% | INCREASED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 12,870,020 | $92.1 million | 2.4% | INCREASED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 5,939,817 | $71.5 million | 1.8% | REDUCED | — | 1Y — 5Y — |
ENFUSION INC ENFUSION INC · CL A · 292812104 | LONG | 6,490,000 | $66.3 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
CVENT HOLDING CORP CVENT HOLDING CORP · COMMON STOCK · 126677103 | LONG | 12,552,000 | $58.0 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 3,616,343 | $40.4 million | 1.0% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 882,429 | $40.1 million | 1.0% | REDUCED | — | 1Y — 5Y — |
ENGAGESMART INC ENGAGESMART INC · COMMON STOCK · 29283F103 | LONG | 2,468,874 | $39.7 million | 1.0% | REDUCED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · COM CL A · 42226W109 | LONG | 4,000,000 | $39.5 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 1,498,373 | $39.4 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 1,057,860 | $34.8 million | 0.9% | INCREASED | — | 1Y +23.8% 5Y +134.4% · 24 models |
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A · G04553106 | LONG | 1,565,395 | $23.4 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 250,000 | $13.3 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC · COM CL A · 76954A103 | LONG | 373,199 | $9.6 million | 0.2% | REDUCED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $6.6 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 1,346,154 | $5.7 million | 0.1% | UNCHANGED | — | 1Y +30.3% 5Y +145.0% · 24 models |
TCV ACQUISITION CORP TCV ACQUISITION CORP · CL A SHS · G8704C124 | LONG | 500,000 | $4.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
TPG INC TPG INC · COM CL A · 872657101 | LONG | 200,000 | $4.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
MELI KASZEK PIONEER CORP MELI KASZEK PIONEER CORP · CLASS A ORD · G5S74L106 | LONG | 400,000 | $4.0 million | — | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · COM CL A · 77664L108 | LONG | 2,777,778 | $3.3 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
SQUARESPACE INC SQUARESPACE INC · CLASS A · 85225A107 | LONG | 146,228 | $3.1 million | — | REDUCED | — | 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 — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $1.2 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · *W EXP 11/12/202 · 42226W117 | LONG | 1,000,000 | $135,000 | — | UNCHANGED | — | 1Y — 5Y — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *WEXP 07/08/202 · G7185D114 | LONG | 60,666 | $12,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |