← Dragoneer Investment Group portfolio
13F-HR filing
VALIDATEDHoldings period 2023-12-31 · Filed 2024-02-14 · Accession 0000950123-24-002166
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | 23ANDME HOLDING CO | CLASS A COM · 90138Q108 | LONG | 500,000 | $456,750 |
| 2 | BIRKENSTOCK HOLDING PLC | COM SHS · M2029K104 | LONG | 300,000 | $14.6 million |
| 3 | CARGURUS INC | COM CL A · 141788109 | LONG | 1,837,399 | $44.4 million |
| 4 | CCC INTELLIGENT SOLUTIONS HL | COM · 12510Q100 | LONG | 12,095,793 | $137.8 million |
| 5 | CLEARWATER ANALYTICS HLDGS I | CL A · 185123106 | LONG | 893,361 | $17.9 million |
| 6 | COUPANG INC | CL A · 22266T109 | LONG | 17,312,990 | $280.3 million |
| 7 | DATADOG INC | CL A COM · 23804L103 | LONG | 2,458,850 | $298.5 million |
| 8 | DOORDASH INC | CL A · 25809K105 | LONG | 3,668,470 | $362.8 million |
| 9 | ENGAGESMART INC | COMMON STOCK · 29283F103 | LONG | 2,191,705 | $50.2 million |
| 10 | GLOBAL E ONLINE LTD | SHS · M5216V106 | LONG | 12,437,103 | $492.9 million |
| 11 | GRAB HOLDINGS LIMITED | CLASS A ORD · G4124C109 | LONG | 31,173,009 | $105.1 million |
| 12 | JAMF HLDG CORP | COM · 47074L105 | LONG | 16,519,521 | $298.3 million |
| 13 | KANZHUN LIMITED | SPONSORED ADS · 48553T106 | LONG | 12,645,672 | $210.0 million |
| 14 | MAPLEBEAR INC | COM · 565394103 | LONG | 751,285 | $17.6 million |
| 15 | NCINO INC | COM · 63947X101 | LONG | 4,625,246 | $155.5 million |
| 16 | NEXTDOOR HOLDINGS INC | COM CL A · 65345M108 | LONG | 2,000,000 | $3.8 million |
| 17 | KLAVIYO INC | COM SER A · 49845K101 | LONG | 500,000 | $13.9 million |
| 18 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 13,576,112 | $113.1 million |
| 19 | OSCAR HEALTH INC | CL A · 687793109 | LONG | 12,725,999 | $116.4 million |
| 20 | PINDUODUO INC | SPONSORED ADS · 722304102 | LONG | 2,097,452 | $306.9 million |
| 21 | PELOTON INTERACTIVE INC | CL A COM · 70614W100 | LONG | 11,288,305 | $68.7 million |
| 22 | PROCORE TECHNOLOGIES INC | COM · 74275K108 | LONG | 633,824 | $43.9 million |
| 23 | ROBLOX CORP | CL A · 771049103 | LONG | 9,257,159 | $423.2 million |
| 24 | ROOT INC | CL A NEW · 77664L207 | LONG | 154,320 | $1.6 million |
| 25 | SNOWFLAKE INC | CL A · 833445109 | LONG | 286,854 | $57.1 million |
| 26 | SQUARE INC | CL A · 852234103 | LONG | 6,198,016 | $479.4 million |
| 27 | TOAST INC | CL A · 888787108 | LONG | 4,540,985 | $82.9 million |
| 28 | ZOOMINFO TECHNOLOGIES INC | COMMON STOCK · 98980F104 | LONG | 22,120,065 | $409.0 million |