Dragoneer Investment Group portfolio · 2023-12-31
Disclosed long book
$4.50 billion
Long positions
28
Calls / puts
0 / 0
Top 5 concentration
48.1%
Longs with AI data
2 / 28
Average AI 1Y
+27.1%
13F filing comparison
Quarter-over-quarter changes
2023-09-30 to 2023-12-31
Newly reported
1
No longer reported
2
Increased
4
Reduced
11
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
BIRKENSTOCK HOLDING PLC BIRKENSTOCK HOLDING PLC | LONG | 300,000 | $14.6 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ARCO PLATFORM LTD ARCO PLATFORM LTD · COM CL A | LONG | 1,565,395 | $21.6 million |
ARM HOLDINGS PLC ARM HOLDINGS PLC · SPONSORED ADR | LONG | 750,000 | $40.1 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 |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 12,437,103 | $492.9 million | 10.9% | INCREASED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 6,198,016 | $479.4 million | 10.7% | REDUCED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 9,257,159 | $423.2 million | 9.4% | UNCHANGED | — | 1Y +23.8% 5Y +134.4% · 24 models |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 22,120,065 | $409.0 million | 9.1% | UNCHANGED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 3,668,470 | $362.8 million | 8.1% | REDUCED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 2,097,452 | $306.9 million | 6.8% | REDUCED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 2,458,850 | $298.5 million | 6.6% | REDUCED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 16,519,521 | $298.3 million | 6.6% | UNCHANGED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 17,312,990 | $280.3 million | 6.2% | INCREASED | — | 1Y — 5Y — |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 12,645,672 | $210.0 million | 4.7% | INCREASED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 4,625,246 | $155.5 million | 3.5% | REDUCED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 12,095,793 | $137.8 million | 3.1% | REDUCED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 12,725,999 | $116.4 million | 2.6% | INCREASED | — | 1Y +30.3% 5Y +145.0% · 24 models |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 13,576,112 | $113.1 million | 2.5% | REDUCED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G4124C109 | LONG | 31,173,009 | $105.1 million | — | UNCHANGED | — | 1Y — 5Y — |
TOAST INC TOAST INC · CL A · 888787108 | LONG | 4,540,985 | $82.9 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 11,288,305 | $68.7 million | 1.5% | REDUCED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 286,854 | $57.1 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
ENGAGESMART INC ENGAGESMART INC · COMMON STOCK · 29283F103 | LONG | 2,191,705 | $50.2 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
CARGURUS INC CARGURUS INC · COM CL A · 141788109 | LONG | 1,837,399 | $44.4 million | 1.0% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 633,824 | $43.9 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A · 185123106 | LONG | 893,361 | $17.9 million | 0.4% | REDUCED | — | 1Y — 5Y — |
MAPLEBEAR INC MAPLEBEAR INC · COM · 565394103 | LONG | 751,285 | $17.6 million | 0.4% | REDUCED | — | 1Y — 5Y — |
BIRKENSTOCK HOLDING PLC BIRKENSTOCK HOLDING PLC · COM SHS · M2029K104 | LONG | 300,000 | $14.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
KLAVIYO INC KLAVIYO INC · COM SER A · 49845K101 | LONG | 500,000 | $13.9 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $3.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $1.6 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $456,750 | 0.0% | UNCHANGED | — | 1Y — 5Y — |