Dragoneer Investment Group portfolio · 2023-09-30
Disclosed long book
$4.23 billion
Long positions
29
Calls / puts
0 / 0
Top 5 concentration
43.8%
Longs with AI data
3 / 29
Average AI 1Y
+26.7%
13F filing comparison
Quarter-over-quarter changes
2023-06-30 to 2023-09-30
Newly reported
6
No longer reported
3
Increased
4
Reduced
9
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
COUPANG INC COUPANG INC | LONG | 11,467,417 | $194.9 million |
KANZHUN LIMITED KANZHUN LIMITED | LONG | 11,715,799 | $177.7 million |
MAPLEBEAR INC MAPLEBEAR INC | LONG | 1,501,285 | $44.6 million |
ARM ARM HOLDINGS PLC | LONG | 750,000 | $40.1 million |
ENGAGESMART INC ENGAGESMART INC | LONG | 2,191,705 | $39.4 million |
KLAVIYO INC KLAVIYO INC | LONG | 500,000 | $17.3 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
FARFETCH LTD FARFETCH LTD · ORD SH CL A | LONG | 33,981,712 | $205.2 million |
KENVUE INC KENVUE INC · COM | LONG | 1,600,000 | $42.3 million |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM | LONG | 7,488,919 | $323.3 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 |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 11,234,734 | $446.5 million | 10.5% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 8,971,927 | $397.1 million | 9.4% | INCREASED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 22,120,065 | $362.8 million | 8.6% | UNCHANGED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 4,433,672 | $352.3 million | 8.3% | REDUCED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 3,035,418 | $297.7 million | 7.0% | INCREASED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 16,519,521 | $291.7 million | 6.9% | UNCHANGED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 3,058,113 | $278.6 million | 6.6% | REDUCED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 9,257,159 | $268.1 million | 6.3% | INCREASED | — | 1Y +23.8% 5Y +134.4% · 24 models |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 7,999,884 | $254.4 million | 6.0% | REDUCED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 11,467,417 | $194.9 million | 4.6% | NEWLY REPORTED | — | 1Y — 5Y — |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 11,715,799 | $177.7 million | 4.2% | NEWLY REPORTED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 13,253,224 | $176.9 million | 4.2% | REDUCED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 17,863,305 | $129.5 million | 3.1% | REDUCED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G4124C109 | LONG | 31,173,009 | $110.4 million | — | INCREASED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 5,746,141 | $100.7 million | 2.4% | REDUCED | — | 1Y — 5Y — |
TOAST INC TOAST INC · CL A · 888787108 | LONG | 4,540,985 | $85.1 million | 2.0% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 14,344,188 | $72.4 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 2,514,083 | $48.6 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 8,149,862 | $45.4 million | 1.1% | UNCHANGED | — | 1Y +30.3% 5Y +145.0% · 24 models |
MAPLEBEAR INC MAPLEBEAR INC · COM · 565394103 | LONG | 1,501,285 | $44.6 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 286,854 | $43.8 million | 1.0% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 633,824 | $41.4 million | 1.0% | REDUCED | — | 1Y — 5Y — |
ARM Arm Holdings plc | LONG | 750,000 | $40.1 million | 0.9% | NEWLY REPORTED | — | 1Y +26.0% 5Y +159.8% · 27 models |
ENGAGESMART INC ENGAGESMART INC · COMMON STOCK · 29283F103 | LONG | 2,191,705 | $39.4 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A · G04553106 | LONG | 1,565,395 | $21.6 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
KLAVIYO INC KLAVIYO INC · COM SER A · 49845K101 | LONG | 500,000 | $17.3 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $3.6 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $1.5 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $488,850 | 0.0% | UNCHANGED | — | 1Y — 5Y — |