Loading...
Loading...
SAN FRANCISCO, CA · CIK 0001602189
New positions
15
Added to
6
Trimmed
3
Exited
7
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $6.99B across 48 positions in their Q1 2021 SEC 13F filing (period ending 2021-03-31). The top 10 positions account for 62.1% 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 | $751.26M | 10.75% | -15.5% |
| 2 | UBERUBER TECHNOLOGIES INC | $617.09M | 8.83% | -19.3% |
| 3 | ABNBAIRBNB INC | $605.85M | 8.67% | - |
| 4 | DASHDOORDASH INC | $484.90M | 6.94% | -15.3% |
| 5 | DTDYNATRACE INC | $415.08M | 5.94% | +0.2% |
| 6 | XYZSQUARE INC | $403.62M | 5.78% | - |
| 7 | DDOGDATADOG INC | $372.90M | 5.34% | +1.0% |
| 8 | TWLOTWILIO INC | $264.90M | 3.79% | +3.3% |
| 9 | CARGCARGURUS INC | $221.23M | 3.17% | +8.4% |
| 10 | DUCK CREEK TECHNOLOGIES INC | $200.43M | 2.87% | - |
| Stock | Value | Shares |
|---|---|---|
| RBLXROBLOX CORP | $129.66M | 1,999,999 |
| BMBLBUMBLE INC | $124.76M | 2,000,000 |
| PLTKPLAYTIKA HLDG CORP | $112.24M | 4,125,000 |
| OSCROSCAR HEALTH INC | $68.38M | 2,543,841 |
| THOMA BRAVO ADVANTAGE | $62.70M | 6,000,000 |
| TUYATUYA INC | $60.25M | 2,850,000 |
| SANASANA BIOTECHNOLOGY INC | $50.20M | 1,500,000 |
| XM1EURQUALTRICS INTL INC | $26.33M | 800,000 |
| ACVAACV AUCTIONS INC | $25.96M | 750,000 |
| ONTFON24 INC | $24.25M | 500,000 |
Get alerts when Dragoneer Investment Group, LLC files new 13F holdings.