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
0 / 24
Average AI 1Y
—
| 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 — |
ROBLOX CORP ROBLOX CORP · CL A · 771049103 | LONG | 11,745,203 | $519.8 million | 9.0% | UNCHANGED | — | 1Y — 5Y — |
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 — |
DOORDASH INC DOORDASH INC · CL A · 25809K105 | 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 — |
OSCAR HEALTH INC OSCAR HEALTH INC · CL A · 687793109 | LONG | 9,487,894 | $201.2 million | 3.5% | REDUCED | — | 1Y — 5Y — |
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 — |
REDDIT INC REDDIT INC · CL A · 75734B100 | LONG | 30,000 | $2.0 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 500 | $57,430 | 0.0% | UNCHANGED | — | 1Y — 5Y — |