Dragoneer Investment Group portfolio · 2024-06-30
Disclosed long book
$5.23 billion
Long positions
33
Calls / puts
0 / 0
Top 5 concentration
40.9%
Longs with AI data
4 / 33
Average AI 1Y
+27.8%
13F filing comparison
Quarter-over-quarter changes
2024-03-31 to 2024-06-30
Newly reported
9
No longer reported
5
Increased
6
Reduced
6
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
ATLASSIAN CORPORATION ATLASSIAN CORPORATION | LONG | 2,656,057 | $469.8 million |
DUOLINGO INC DUOLINGO INC | LONG | 981,302 | $204.8 million |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC | LONG | 3,896,644 | $193.3 million |
RUBRIK INC. RUBRIK INC. | LONG | 1,550,000 | $47.5 million |
AFFIRM HLDGS INC AFFIRM HLDGS INC | LONG | 1,496,824 | $45.2 million |
IBOTTA INC IBOTTA INC | LONG | 250,000 | $18.8 million |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I | LONG | 750,468 | $5.4 million |
WAYSTAR HLDG CORP WAYSTAR HLDG CORP | LONG | 200,000 | $4.3 million |
TEM TEMPUS AI INC | LONG | 50,000 | $1.8 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
AMER SPORTS INC AMER SPORTS INC · COM SHS | LONG | 300,000 | $4.9 million |
ASTERA LABS INC ASTERA LABS INC · COM | LONG | 300,000 | $22.3 million |
BBB FOODS INC BBB FOODS INC · CL A COM | LONG | 800,000 | $19.0 million |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD | LONG | 8,509,619 | $26.7 million |
NCINO INC NCINO INC · COM | LONG | 1,771,454 | $66.2 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 | 14,734,024 | $534.4 million | 10.2% | INCREASED | — | 1Y — 5Y — |
ATLASSIAN CORPORATION ATLASSIAN CORPORATION · CL A · 049468101 | LONG | 2,656,057 | $469.8 million | 9.0% | NEWLY REPORTED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 11,745,203 | $437.0 million | 8.3% | INCREASED | — | 1Y +23.8% 5Y +134.4% · 24 models |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 16,862,894 | $353.3 million | 6.7% | REDUCED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 2,620,838 | $348.4 million | 6.7% | INCREASED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 2,847,537 | $309.8 million | 5.9% | INCREASED | — | 1Y — 5Y — |
FLUTTER ENTMT PLC FLUTTER ENTMT PLC · SHS · G3643J108 | LONG | 1,683,408 | $307.0 million | 5.9% | UNCHANGED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 22,120,065 | $282.5 million | 5.4% | UNCHANGED | — | 1Y — 5Y — |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 14,892,201 | $280.1 million | 5.4% | REDUCED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 16,387,018 | $270.4 million | 5.2% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 3,373,167 | $217.5 million | 4.2% | REDUCED | — | 1Y — 5Y — |
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 981,302 | $204.8 million | 3.9% | NEWLY REPORTED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 12,725,999 | $201.3 million | 3.8% | UNCHANGED | — | 1Y +30.3% 5Y +145.0% · 24 models |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 3,896,644 | $193.3 million | 3.7% | NEWLY REPORTED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 15,904,993 | $176.7 million | 3.4% | INCREASED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 13,211,464 | $170.3 million | 3.3% | UNCHANGED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 2,243,431 | $148.8 million | 2.8% | INCREASED | — | 1Y — 5Y — |
TOAST INC TOAST INC · CL A · 888787108 | LONG | 3,473,838 | $89.5 million | 1.7% | REDUCED | — | 1Y — 5Y — |
RUBRIK INC. RUBRIK INC. · CL A · 781154109 | LONG | 1,550,000 | $47.5 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
AFFIRM HLDGS INC AFFIRM HLDGS INC · COM CL A · 00827B106 | LONG | 1,496,824 | $45.2 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 11,288,305 | $38.2 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 271,800 | $35.2 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
IBOTTA INC IBOTTA INC · CLASS A COM SHS · 451051106 | LONG | 250,000 | $18.8 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 338,487 | $15.1 million | 0.3% | REDUCED | — | 1Y — 5Y — |
KLAVIYO INC KLAVIYO INC · COM SER A · 49845K101 | LONG | 500,000 | $12.4 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $8.0 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $5.6 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 750,468 | $5.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
WAYSTAR HLDG CORP WAYSTAR HLDG CORP · COM · 946784105 | LONG | 200,000 | $4.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
RDDT Reddit Inc. | LONG | 30,000 | $1.9 million | 0.0% | UNCHANGED | — | 1Y +29.1% 5Y +163.8% · 24 models |
TEM Tempus AI Inc | LONG | 50,000 | $1.8 million | 0.0% | NEWLY REPORTED | — | 1Y +28.1% 5Y +170.6% · 24 models |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 500,000 | $195,600 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 500 | $67,545 | 0.0% | UNCHANGED | — | 1Y — 5Y — |