Dragoneer Investment Group portfolio · 2024-03-31
Disclosed long book
$4.29 billion
Long positions
29
Calls / puts
0 / 0
Top 5 concentration
43.7%
Longs with AI data
3 / 29
Average AI 1Y
+27.7%
13F filing comparison
Quarter-over-quarter changes
2023-12-31 to 2024-03-31
Newly reported
6
No longer reported
5
Increased
4
Reduced
8
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
FLUTTER ENTMT PLC FLUTTER ENTMT PLC | LONG | 1,683,408 | $335.6 million |
DYNATRACE INC DYNATRACE INC | LONG | 4,577,552 | $212.6 million |
ASTERA LABS INC ASTERA LABS INC | LONG | 300,000 | $22.3 million |
BBB FOODS INC BBB FOODS INC | LONG | 800,000 | $19.0 million |
AMER SPORTS INC AMER SPORTS INC | LONG | 300,000 | $4.9 million |
RDDT REDDIT INC | LONG | 30,000 | $1.5 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
BIRKENSTOCK HOLDING PLC BIRKENSTOCK HOLDING PLC · COM SHS | LONG | 300,000 | $14.6 million |
CARGURUS INC CARGURUS INC · COM CL A | LONG | 1,837,399 | $44.4 million |
CLEARWATER ANALYTICS HLDGS I CLEARWATER ANALYTICS HLDGS I · CL A | LONG | 893,361 | $17.9 million |
ENGAGESMART INC ENGAGESMART INC · COMMON STOCK | LONG | 2,191,705 | $50.2 million |
MAPLEBEAR INC MAPLEBEAR INC · COM | LONG | 751,285 | $17.6 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 | 13,445,195 | $488.7 million | 11.4% | INCREASED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 22,120,065 | $354.6 million | 8.3% | UNCHANGED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 9,257,159 | $353.4 million | 8.2% | UNCHANGED | — | 1Y +23.8% 5Y +134.4% · 24 models |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 19,225,775 | $342.0 million | 8.0% | INCREASED | — | 1Y — 5Y — |
FLUTTER ENTMT PLC FLUTTER ENTMT PLC · SHS · G3643J108 | LONG | 1,683,408 | $335.6 million | 7.8% | NEWLY REPORTED | — | 1Y — 5Y — |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 17,925,513 | $314.2 million | 7.3% | INCREASED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 16,519,521 | $303.1 million | 7.1% | UNCHANGED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 3,389,097 | $286.6 million | 6.7% | REDUCED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 1,600,970 | $220.5 million | 5.1% | REDUCED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 4,577,552 | $212.6 million | 5.0% | NEWLY REPORTED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 12,725,999 | $189.2 million | 4.4% | UNCHANGED | — | 1Y +30.3% 5Y +145.0% · 24 models |
TOAST INC TOAST INC · CL A · 888787108 | LONG | 7,565,152 | $188.5 million | 4.4% | INCREASED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 13,211,464 | $157.6 million | 3.7% | REDUCED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 12,095,793 | $144.7 million | 3.4% | UNCHANGED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 1,080,492 | $125.6 million | 2.9% | REDUCED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 1,771,454 | $66.2 million | 1.5% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 633,824 | $52.1 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 11,288,305 | $48.4 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 271,800 | $33.6 million | 0.8% | REDUCED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G4124C109 | LONG | 8,509,619 | $26.7 million | — | REDUCED | — | 1Y — 5Y — |
ASTERA LABS INC ASTERA LABS INC · COM · 04626A103 | LONG | 300,000 | $22.3 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BBB FOODS INC BBB FOODS INC · CL A COM · G0896C103 | LONG | 800,000 | $19.0 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
KLAVIYO INC KLAVIYO INC · COM SER A · 49845K101 | LONG | 500,000 | $12.7 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $9.4 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
AMER SPORTS INC AMER SPORTS INC · COM SHS · G0260P102 | LONG | 300,000 | $4.9 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $4.5 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
RDDT Reddit Inc. | LONG | 30,000 | $1.5 million | 0.0% | NEWLY REPORTED | — | 1Y +29.1% 5Y +163.8% · 24 models |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $266,000 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 500 | $80,800 | 0.0% | REDUCED | — | 1Y — 5Y — |