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SAN FRANCISCO, CA · CIK 0001602189
New positions
13
Added to
3
Trimmed
8
Exited
3
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.45B across 33 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). The top 10 positions account for 79.1% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $974.88M | 21.90% | New |
| 2 | UBERUBER TECHNOLOGIES INC | $654.68M | 14.71% | -10.2% |
| 3 | DDOGDATADOG INC | $456.64M | 10.26% | -9.2% |
| 4 | DTDYNATRACE INC | $297.95M | 6.69% | +10.7% |
| 5 | XYZSQUARE INC | $288.96M | 6.49% | - |
| 6 | DUCK CREEK TECHNOLOGIES INC | $201.72M | 4.53% | New |
| 7 | TWLOTWILIO INC | $186.03M | 4.18% | -35.4% |
| 8 | BABAALIBABA GROUP HLDG LTD | $178.36M | 4.01% | -13.3% |
| 9 | GTMZOOMINFO TECHNOLOGIES INC | $144.74M | 3.25% | +8.0% |
| 10 | CARGCARGURUS INC | $136.51M | 3.07% | +10.9% |
| Stock | Value | Shares |
|---|---|---|
| SNOWSNOWFLAKE INC | $974.88M | 3,883,970 |
| DUCK CREEK TECHNOLOGIES INC | $201.72M | 4,440,120 |
| JAMFJAMF HLDG CORP | $105.58M | 2,807,378 |
| UUNITY SOFTWARE INC | $87.28M | 1,000,000 |
| BEKEKE HLDGS INC | $76.63M | 1,250,000 |
| GDRXGOODRX HLDGS INC | $72.28M | 1,300,000 |
| XPEVXPENG ING | $24.08M | 1,200,000 |
| NCNO*NCINO INC | $21.91M | 275,000 |
| OSH3USDOAK STR HEALTH INC | $18.70M | 350,019 |
| FROGJFROG LTD | $5.93M | 70,000 |
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