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SAN FRANCISCO, CA · CIK 0001602189
New positions
5
Added to
5
Trimmed
7
Exited
2
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $2.24B across 24 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 88.2% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | $597.54M | 26.68% | +0.2% |
| 2 | TWLOTWILIO INC | $297.01M | 13.26% | +11.0% |
| 3 | DDOGDATADOG INC | $230.99M | 10.31% | -7.0% |
| 4 | DTDYNATRACE INC | $204.07M | 9.11% | +10.1% |
| 5 | BABAALIBABA GROUP HLDG LTD | $168.79M | 7.54% | -19.3% |
| 6 | LVGOLIVONGO HEALTH INC | $130.66M | 5.83% | - |
| 7 | METAFACEBOOK INC | $95.82M | 4.28% | +97.7% |
| 8 | NOWSERVICENOW INC | $94.73M | 4.23% | -16.5% |
| 9 | XYZSQUARE INC | $86.49M | 3.86% | New |
| 10 | CARGCARGURUS INC | $68.96M | 3.08% | New |
| Stock | Value | Shares |
|---|---|---|
| XYZSQUARE INC | $86.49M | 1,651,118 |
| CARGCARGURUS INC | $68.96M | 3,640,905 |
| PLANUSDANAPLAN INC | $20.35M | 672,586 |
| PINSPINTEREST INC | $772.00K | 50,000 |
| SVMKUSDSVMK INC | $400.00K | 29,583 |
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