Dragoneer Investment Group portfolio · 2022-09-30
Disclosed long book
$3.79 billion
Long positions
35
Calls / puts
0 / 0
Top 5 concentration
50.7%
Longs with AI data
2 / 35
Average AI 1Y
+27.1%
13F filing comparison
Quarter-over-quarter changes
2022-06-30 to 2022-09-30
Newly reported
2
No longer reported
6
Increased
5
Reduced
10
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
ROOT INC ROOT INC | LONG | 154,320 | $1.2 million |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO | LONG | 60,666 | $11,000 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
GITLAB INC GITLAB INC · CLASS A COM | LONG | 250,000 | $13.3 million |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS | LONG | 1,498,373 | $39.4 million |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *WEXP 07/08/202 | LONG | 60,666 | $12,000 |
RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC · COM CL A | LONG | 373,199 | $9.6 million |
ROOT INC ROOT INC · COM CL A | LONG | 2,777,778 | $3.3 million |
TPG INC TPG INC · COM CL A | LONG | 200,000 | $4.8 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 |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 2,800,810 | $476.0 million | 12.5% | REDUCED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 11,077,969 | $461.5 million | 12.2% | INCREASED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 17,105,991 | $379.1 million | 10.0% | REDUCED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 4,018,070 | $356.7 million | 9.4% | INCREASED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 7,316,557 | $249.6 million | 6.6% | UNCHANGED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 8,962,409 | $239.8 million | 6.3% | INCREASED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 7,547,063 | $200.0 million | 5.3% | REDUCED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 3,553,629 | $175.7 million | 4.6% | UNCHANGED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 14,573,324 | $132.6 million | 3.5% | REDUCED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $131.6 million | 3.5% | UNCHANGED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 28,142,906 | $123.8 million | 3.3% | UNCHANGED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 14,652,820 | $109.2 million | 2.9% | INCREASED | — | 1Y — 5Y — |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 1,413,326 | $99.3 million | 2.6% | REDUCED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 5,801,954 | $97.4 million | 2.6% | REDUCED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 2,769,416 | $96.4 million | 2.5% | REDUCED | — | 1Y — 5Y — |
ENFUSION INC ENFUSION INC · CL A · 292812104 | LONG | 6,490,000 | $80.1 million | 2.1% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 10,745,815 | $74.5 million | 2.0% | INCREASED | — | 1Y — 5Y — |
CVENT HOLDING CORP CVENT HOLDING CORP · COMMON STOCK · 126677103 | LONG | 12,552,000 | $65.9 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
ENGAGESMART INC ENGAGESMART INC · COMMON STOCK · 29283F103 | LONG | 2,468,874 | $51.1 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 882,429 | $43.7 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · COM CL A · 42226W109 | LONG | 4,000,000 | $39.9 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 2,716,397 | $32.8 million | 0.9% | REDUCED | — | 1Y — 5Y — |
CS DISCO INC CS DISCO INC · COM · 126327105 | LONG | 2,332,974 | $23.3 million | 0.6% | REDUCED | — | 1Y — 5Y — |
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A · G04553106 | LONG | 1,565,395 | $16.9 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 456,553 | $16.4 million | 0.4% | REDUCED | — | 1Y +23.8% 5Y +134.4% · 24 models |
OSCR OSCAR Health Inc | LONG | 1,346,154 | $6.7 million | 0.2% | UNCHANGED | — | 1Y +30.3% 5Y +145.0% · 24 models |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $5.6 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 | $3.9 million | — | UNCHANGED | — | 1Y — 5Y — |
SQUARESPACE INC SQUARESPACE INC · CLASS A · 85225A107 | LONG | 146,228 | $3.1 million | — | 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 — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $1.4 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $1.2 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 | $30,000 | — | UNCHANGED | — | 1Y — 5Y — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *W EXP 07/08/202 · G7185D114 | LONG | 60,666 | $11,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |