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SAN FRANCISCO, CA · CIK 0001602189
New positions
4
Added to
4
Trimmed
5
Exited
4
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $1.65B across 26 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). The top 10 positions account for 87.9% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TWLOTWILIO INC | $420.54M | 25.44% | +26.3% |
| 2 | BABAALIBABA GROUP HLDG LTD | $195.28M | 11.81% | - |
| 3 | DAYCERIDIAN HCM HLDG INC | $142.25M | 8.60% | -28.9% |
| 4 | TMETENCENT MUSIC ENTMT GROUP | $142.13M | 8.60% | +0.5% |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | $130.11M | 7.87% | - |
| 6 | GSKYGBPGREENSKY INC | $116.68M | 7.06% | +16.5% |
| 7 | NOWSERVICENOW INC | $93.12M | 5.63% | -4.4% |
| 8 | WUBAUSD58 COM INC | $87.63M | 5.30% | - |
| 9 | METAFACEBOOK INC | $80.22M | 4.85% | - |
| 10 | MELIMERCADOLIBRE INC | $45.44M | 2.75% | - |
| Stock | Value | Shares |
|---|---|---|
| LYFTLYFT INC | $39.15M | 500,000 |
| SVMKUSDSVMK INC | $8.38M | 459,977 |
| FUTUFUTU HLDGS LTD | $7.41M | 400,000 |
| TENBTENABLE HLDGS INC | $637.00K | 20,123 |
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