Dragoneer Investment Group portfolio · 2023-06-30
Disclosed long book
$4.79 billion
Long positions
26
Calls / puts
0 / 0
Top 5 concentration
44.3%
Longs with AI data
2 / 26
Average AI 1Y
+27.1%
13F filing comparison
Quarter-over-quarter changes
2023-03-31 to 2023-06-30
Newly reported
4
No longer reported
8
Increased
6
Reduced
5
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
PINDUODUO INC PINDUODUO INC | LONG | 2,597,734 | $179.6 million |
TOAST INC TOAST INC | LONG | 4,540,985 | $102.5 million |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED | LONG | 14,354,912 | $49.2 million |
KENVUE INC KENVUE INC | LONG | 1,600,000 | $42.3 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
CVENT HOLDING CORP CVENT HOLDING CORP · COMMON STOCK | LONG | 12,552,000 | $104.9 million |
ENFUSION INC ENFUSION INC · CL A | LONG | 4,218,452 | $44.3 million |
MELI KASZEK PIONEER CORP MELI KASZEK PIONEER CORP · CLASS A ORD | LONG | 400,000 | $4.1 million |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · CLASS A ORD SHS | LONG | 182,000 | $1.9 million |
PORTAGE FINTECH ACQUISITN CO PORTAGE FINTECH ACQUISITN CO · *W EXP 07/08/202 | LONG | 60,666 | $7,796 |
SCHWAB CHARLES CORP SCHWAB CHARLES CORP · COM | LONG | 1,117,000 | $58.5 million |
TCV ACQUISITION CORP TCV ACQUISITION CORP · CL A SHS | LONG | 500,000 | $5.1 million |
XP INC XP INC · CL A | LONG | 788,664 | $9.4 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 | 22,120,065 | $561.6 million | 11.7% | INCREASED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 12,713,333 | $520.5 million | 10.9% | REDUCED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 4,745,472 | $362.6 million | 7.6% | INCREASED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 3,594,905 | $353.7 million | 7.4% | REDUCED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 7,488,919 | $323.3 million | 6.7% | UNCHANGED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 16,519,521 | $322.5 million | 6.7% | UNCHANGED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 4,685,391 | $311.9 million | 6.5% | INCREASED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 1,511,362 | $266.0 million | 5.5% | REDUCED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 8,152,898 | $245.6 million | 5.1% | UNCHANGED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 28,142,906 | $222.0 million | 4.6% | UNCHANGED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 9,283,746 | $210.1 million | 4.4% | UNCHANGED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 33,981,712 | $205.2 million | 4.3% | INCREASED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 2,597,734 | $179.6 million | 3.7% | NEWLY REPORTED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 14,171,337 | $158.9 million | 3.3% | REDUCED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 14,344,188 | $110.3 million | 2.3% | INCREASED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 2,591,576 | $104.4 million | 2.2% | UNCHANGED | — | 1Y +23.8% 5Y +134.4% · 24 models |
TOAST INC TOAST INC · CL A · 888787108 | LONG | 4,540,985 | $102.5 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 8,149,862 | $65.7 million | 1.4% | INCREASED | — | 1Y +30.3% 5Y +145.0% · 24 models |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 882,429 | $57.4 million | 1.2% | REDUCED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G4124C109 | LONG | 14,354,912 | $49.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
KENVUE INC KENVUE INC · COM · 49177J102 | LONG | 1,600,000 | $42.3 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 2,514,083 | $39.9 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A · G04553106 | LONG | 1,565,395 | $19.0 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $6.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $1.4 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $875,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |