Dragoneer Investment Group portfolio · 2024-09-30
Disclosed long book
$5.75 billion
Long positions
24
Calls / puts
0 / 0
Top 5 concentration
46.2%
Longs with AI data
3 / 24
Average AI 1Y
+27.7%
13F filing comparison
Quarter-over-quarter changes
2024-06-30 to 2024-09-30
Newly reported
0
No longer reported
9
Increased
6
Reduced
7
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
No newly reported positions in this comparison.
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM | LONG | 500,000 | $195,600 |
AFFIRM HLDGS INC AFFIRM HLDGS INC · COM CL A | LONG | 1,496,824 | $45.2 million |
DYNATRACE INC DYNATRACE INC · COM NEW | LONG | 338,487 | $15.1 million |
KLAVIYO INC KLAVIYO INC · COM SER A | LONG | 500,000 | $12.4 million |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A | LONG | 750,468 | $5.4 million |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM | LONG | 11,288,305 | $38.2 million |
TEMPUS AI INC TEMPUS AI INC · CL A | LONG | 50,000 | $1.8 million |
TOAST INC TOAST INC · CL A | LONG | 3,473,838 | $89.5 million |
WAYSTAR HLDG CORP WAYSTAR HLDG CORP · COM | LONG | 200,000 | $4.3 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 | 15,296,541 | $588.0 million | 10.2% | INCREASED | — | 1Y — 5Y — |
ATLASSIAN CORPORATION ATLASSIAN CORPORATION · CL A · 049468101 | LONG | 3,651,118 | $579.8 million | 10.1% | INCREASED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 11,745,203 | $519.8 million | 9.0% | UNCHANGED | — | 1Y +23.8% 5Y +134.4% · 24 models |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 3,744,241 | $504.8 million | 8.8% | INCREASED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 7,619,274 | $466.7 million | 8.1% | INCREASED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 18,850,451 | $462.8 million | 8.0% | INCREASED | — | 1Y — 5Y — |
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 1,538,948 | $434.0 million | 7.5% | INCREASED | — | 1Y — 5Y — |
FLUTTER ENTMT PLC FLUTTER ENTMT PLC · SHS · G3643J108 | LONG | 1,683,408 | $399.4 million | 6.9% | UNCHANGED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 2,064,003 | $294.6 million | 5.1% | REDUCED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 16,387,018 | $284.3 million | 4.9% | UNCHANGED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 22,120,065 | $228.3 million | 4.0% | UNCHANGED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 3,373,167 | $226.4 million | 3.9% | UNCHANGED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 9,487,894 | $201.2 million | 3.5% | REDUCED | — | 1Y +30.3% 5Y +145.0% · 24 models |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 11,019,095 | $191.3 million | 3.3% | REDUCED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 9,908,598 | $135.3 million | 2.4% | REDUCED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 9,196,301 | $101.6 million | 1.8% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 633,824 | $39.1 million | 0.7% | REDUCED | — | 1Y — 5Y — |
RUBRIK INC. RUBRIK INC. · CL A · 781154109 | LONG | 1,067,823 | $34.3 million | 0.6% | REDUCED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 271,800 | $31.3 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
IBOTTA INC IBOTTA INC · CLASS A COM SHS · 451051106 | LONG | 250,000 | $15.4 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $5.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A · 65345M108 | LONG | 2,000,000 | $5.0 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
RDDT Reddit Inc. | LONG | 30,000 | $2.0 million | 0.0% | UNCHANGED | — | 1Y +29.1% 5Y +163.8% · 24 models |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 500 | $57,430 | 0.0% | UNCHANGED | — | 1Y — 5Y — |