Dragoneer Investment Group portfolio · 2022-12-31
Disclosed long book
$3.23 billion
Long positions
31
Calls / puts
0 / 0
Top 5 concentration
53.0%
Longs with AI data
2 / 31
Average AI 1Y
+27.1%
13F filing comparison
Quarter-over-quarter changes
2022-09-30 to 2022-12-31
Newly reported
1
No longer reported
5
Increased
6
Reduced
8
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
XP INC XP INC | LONG | 4,657,296 | $71.4 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
DYNATRACE INC DYNATRACE INC · COM NEW | LONG | 2,769,416 | $96.4 million |
ENGAGESMART INC ENGAGESMART INC · COMMON STOCK | LONG | 2,468,874 | $51.1 million |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · COM CL A | LONG | 4,000,000 | $39.9 million |
HEALTH ASSURN ACQUISITION CO HEALTH ASSURN ACQUISITION CO · *W EXP 11/12/202 | LONG | 1,000,000 | $30,000 |
SQUARESPACE INC SQUARESPACE INC · CLASS A | LONG | 146,228 | $3.1 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 |
|---|---|---|---|---|---|---|---|
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 14,905,992 | $448.8 million | 13.9% | INCREASED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 2,606,273 | $374.1 million | 11.6% | REDUCED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 17,020,124 | $362.5 million | 11.2% | REDUCED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 12,802,434 | $264.2 million | 8.2% | INCREASED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 3,526,481 | $259.2 million | 8.0% | REDUCED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 7,366,557 | $194.8 million | 6.0% | INCREASED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 7,488,919 | $185.2 million | 5.7% | REDUCED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 3,553,629 | $173.5 million | 5.4% | UNCHANGED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $130.1 million | 4.0% | UNCHANGED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 14,573,324 | $126.8 million | 3.9% | UNCHANGED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 28,142,906 | $114.5 million | 3.6% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 12,284,553 | $97.5 million | 3.0% | INCREASED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 15,523,675 | $73.4 million | 2.3% | INCREASED | — | 1Y — 5Y — |
XP INC XP INC · CL A · G98239109 | LONG | 4,657,296 | $71.4 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
CVENT HOLDING CORP CVENT HOLDING CORP · COMMON STOCK · 126677103 | LONG | 12,552,000 | $67.8 million | 2.1% | UNCHANGED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 3,333,174 | $62.5 million | 1.9% | REDUCED | — | 1Y — 5Y — |
ENFUSION INC ENFUSION INC · CL A · 292812104 | LONG | 6,027,886 | $58.3 million | 1.8% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 882,429 | $41.6 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 2,716,397 | $33.8 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 884,773 | $25.2 million | 0.8% | INCREASED | — | 1Y +23.8% 5Y +134.4% · 24 models |
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A · G04553106 | LONG | 1,565,395 | $21.1 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
CS DISCO INC CS DISCO INC · COM · 126327105 | LONG | 1,847,094 | $11.7 million | 0.4% | REDUCED | — | 1Y — 5Y — |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A · 339750101 | LONG | 158,383 | $11.0 million | 0.3% | REDUCED | — | 1Y — 5Y — |
TCV ACQUISITION CORP TCV ACQUISITION CORP · CL A SHS · G8704C124 | LONG | 500,000 | $5.0 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $4.1 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 — |
OSCR OSCAR Health Inc | LONG | 1,346,154 | $3.3 million | 0.1% | UNCHANGED | — | 1Y +30.3% 5Y +145.0% · 24 models |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · CLASS A ORD SHS · G7185D106 | LONG | 182,000 | $1.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $1.1 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $692,897 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *W EXP 07/08/202 · G7185D114 | LONG | 60,666 | $12,133 | — | UNCHANGED | — | 1Y — 5Y — |