Dragoneer Investment Group portfolio · 2024-12-31
Disclosed long book
$5.73 billion
Long positions
23
Calls / puts
0 / 0
Top 5 concentration
46.7%
Longs with AI data
2 / 23
Average AI 1Y
+27.1%
13F filing comparison
Quarter-over-quarter changes
2024-09-30 to 2024-12-31
Newly reported
3
No longer reported
4
Increased
3
Reduced
9
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
DYNATRACE INC DYNATRACE INC | LONG | 4,459,621 | $242.4 million |
SERVICETITAN INC SERVICETITAN INC | LONG | 2,048,965 | $210.8 million |
INSPIRE MED SYS INC INSPIRE MED SYS INC | LONG | 871,110 | $161.5 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
NEXTDOOR HOLDINGS INC NEXTDOOR HOLDINGS INC · COM CL A | LONG | 2,000,000 | $5.0 million |
REDDIT INC REDDIT INC · CL A | LONG | 30,000 | $2.0 million |
RUBRIK INC. RUBRIK INC. · CL A | LONG | 1,067,823 | $34.3 million |
SNOWFLAKE INC SNOWFLAKE INC · CL A | LONG | 500 | $57,430 |
“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 | 11,993,659 | $654.0 million | 11.4% | REDUCED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 10,101,096 | $584.4 million | 10.2% | REDUCED | — | 1Y +23.8% 5Y +134.4% · 24 models |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 5,572,094 | $540.4 million | 9.4% | INCREASED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 20,541,277 | $451.5 million | 7.9% | INCREASED | — | 1Y — 5Y — |
ATLASSIAN CORPORATION ATLASSIAN CORPORATION · CL A · 049468101 | LONG | 1,816,027 | $442.0 million | 7.7% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 5,132,752 | $436.2 million | 7.6% | INCREASED | — | 1Y — 5Y — |
FLUTTER ENTMT PLC FLUTTER ENTMT PLC · SHS · G3643J108 | LONG | 1,683,408 | $435.1 million | 7.6% | UNCHANGED | — | 1Y — 5Y — |
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 1,063,920 | $345.0 million | 6.0% | REDUCED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 3,860,525 | $280.4 million | 4.9% | REDUCED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 4,459,621 | $242.4 million | 4.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SERVICETITAN INC SERVICETITAN INC · SHS CL A · 81764X103 | LONG | 2,048,965 | $210.8 million | 3.7% | NEWLY REPORTED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 13,450,843 | $189.0 million | 3.3% | REDUCED | — | 1Y — 5Y — |
DASH DoorDash | LONG | 1,069,006 | $179.3 million | 3.1% | REDUCED | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 871,110 | $161.5 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 9,487,894 | $127.5 million | 2.2% | UNCHANGED | — | 1Y +30.3% 5Y +145.0% · 24 models |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 9,196,301 | $107.9 million | 1.9% | UNCHANGED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 9,908,598 | $102.7 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 6,323,331 | $66.5 million | 1.2% | REDUCED | — | 1Y — 5Y — |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS · 48553T106 | LONG | 4,038,315 | $55.7 million | 1.0% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 633,824 | $47.5 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 271,800 | $38.8 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
IBOTTA INC IBOTTA INC · CLASS A COM SHS · 451051106 | LONG | 250,000 | $16.3 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $11.2 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |