← Dragoneer Investment Group portfolio
13F-HR filing
VALIDATEDHoldings period 2023-06-30 · Filed 2023-08-14 · Accession 0000950123-23-008232
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | 23ANDME HOLDING CO | CLASS A COM · 90138Q108 | LONG | 500,000 | $875,000 |
| 2 | ARCO PLATFORM LTD | COM CL A · G04553106 | LONG | 1,565,395 | $19.0 million |
| 3 | CARGURUS INC | COM CL A · 141788109 | LONG | 9,283,746 | $210.1 million |
| 4 | CCC INTELLIGENT SOLUTIONS HL | COM · 12510Q100 | LONG | 14,171,337 | $158.9 million |
| 5 | CLEARWATER ANALYTICS HLDGS I | CL A · 185123106 | LONG | 2,514,083 | $39.9 million |
| 6 | DATADOG INC | CL A COM · 23804L103 | LONG | 3,594,905 | $353.7 million |
| 7 | DOORDASH INC | CL A · 25809K105 | LONG | 4,745,472 | $362.6 million |
| 8 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 33,981,712 | $205.2 million |
| 9 | GLOBAL E ONLINE LTD | SHS · M5216V106 | LONG | 12,713,333 | $520.5 million |
| 10 | GRAB HOLDINGS LIMITED | CLASS A ORD · G4124C109 | LONG | 14,354,912 | $49.2 million |
| 11 | JAMF HLDG CORP | COM · 47074L105 | LONG | 16,519,521 | $322.5 million |
| 12 | KENVUE INC | COM · 49177J102 | LONG | 1,600,000 | $42.3 million |
| 13 | NCINO INC | COM · 63947X101 | LONG | 8,152,898 | $245.6 million |
| 14 | NEXTDOOR HOLDINGS INC | COM CL A · 65345M108 | LONG | 2,000,000 | $6.5 million |
| 15 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 28,142,906 | $222.0 million |
| 16 | OSCAR HEALTH INC | CL A · 687793109 | LONG | 8,149,862 | $65.7 million |
| 17 | PINDUODUO INC | SPONSORED ADS · 722304102 | LONG | 2,597,734 | $179.6 million |
| 18 | PELOTON INTERACTIVE INC | CL A COM · 70614W100 | LONG | 14,344,188 | $110.3 million |
| 19 | PROCORE TECHNOLOGIES INC | COM · 74275K108 | LONG | 882,429 | $57.4 million |
| 20 | ROBLOX CORP | CL A · 771049103 | LONG | 2,591,576 | $104.4 million |
| 21 | ROOT INC | CL A NEW · 77664L207 | LONG | 154,320 | $1.4 million |
| 22 | SNOWFLAKE INC | CL A · 833445109 | LONG | 1,511,362 | $266.0 million |
| 23 | SQUARE INC | CL A · 852234103 | LONG | 4,685,391 | $311.9 million |
| 24 | TOAST INC | CL A · 888787108 | LONG | 4,540,985 | $102.5 million |
| 25 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 7,488,919 | $323.3 million |
| 26 | ZOOMINFO TECHNOLOGIES INC | COMMON STOCK · 98980F104 | LONG | 22,120,065 | $561.6 million |