Dragoneer Investment Group portfolio · 2023-03-31
Disclosed long book
$4.22 billion
Long positions
30
Calls / puts
0 / 0
Top 5 concentration
48.8%
Longs with AI data
3 / 30
Average AI 1Y
+23.6%
13F filing comparison
Quarter-over-quarter changes
2022-12-31 to 2023-03-31
Newly reported
2
No longer reported
3
Increased
10
Reduced
5
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
BLOCK INC BLOCK INC | LONG | 3,113,035 | $213.7 million |
SCHW SCHWAB CHARLES CORP | LONG | 1,117,000 | $58.5 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
CS DISCO INC CS DISCO INC · COM | LONG | 1,847,094 | $11.7 million |
FLOOR & DECOR HLDGS INC FLOOR & DECOR HLDGS INC · CL A | LONG | 158,383 | $11.0 million |
SAMSARA INC SAMSARA INC · COM CL A | LONG | 2,716,397 | $33.8 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 |
|---|---|---|---|---|---|---|---|
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 21,203,833 | $523.9 million | 12.4% | INCREASED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 3,091,640 | $477.0 million | 11.3% | INCREASED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 13,515,618 | $435.6 million | 10.3% | INCREASED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 16,519,521 | $320.8 million | 7.6% | REDUCED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 4,129,572 | $300.1 million | 7.1% | INCREASED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 4,358,742 | $277.0 million | 6.6% | INCREASED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 7,488,919 | $237.4 million | 5.6% | UNCHANGED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 3,113,035 | $213.7 million | 5.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 8,152,898 | $202.0 million | 4.8% | INCREASED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $173.4 million | 4.1% | UNCHANGED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 28,142,906 | $134.0 million | 3.2% | UNCHANGED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 14,573,324 | $130.7 million | 3.1% | UNCHANGED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 25,710,155 | $126.2 million | 3.0% | INCREASED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 2,591,576 | $116.6 million | 2.8% | INCREASED | — | 1Y +23.8% 5Y +134.4% · 24 models |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 9,496,492 | $107.7 million | 2.6% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 1,675,989 | $105.0 million | 2.5% | INCREASED | — | 1Y — 5Y — |
CVENT HOLDING CORP CVENT HOLDING CORP · COMMON STOCK · 126677103 | LONG | 12,552,000 | $104.9 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
SCHW Charles Schwab Corporation | LONG | 1,117,000 | $58.5 million | 1.4% | NEWLY REPORTED | — | 1Y +16.6% 5Y +77.0% · 24 models |
OSCR OSCAR Health Inc | LONG | 7,766,264 | $50.8 million | 1.2% | INCREASED | — | 1Y +30.3% 5Y +145.0% · 24 models |
ENFUSION INC ENFUSION INC · CL A · 292812104 | LONG | 4,218,452 | $44.3 million | 1.0% | REDUCED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 2,514,083 | $40.1 million | 1.0% | REDUCED | — | 1Y — 5Y — |
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A · G04553106 | LONG | 1,565,395 | $17.2 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
XP INC XP INC · CL A · G98239109 | LONG | 788,664 | $9.4 million | 0.2% | REDUCED | — | 1Y — 5Y — |
TCV ACQUISITION CORP TCV ACQUISITION CORP · CL A SHS · G8704C124 | LONG | 500,000 | $5.1 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $4.3 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 — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · CLASS A ORD SHS · G7185D106 | LONG | 182,000 | $1.9 million | 0.0% | 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 | $695,983 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *W EXP 07/08/202 · G7185D114 | LONG | 60,666 | $7,796 | — | UNCHANGED | — | 1Y — 5Y — |