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SAN FRANCISCO, CA · CIK 0001602189
New positions
21
Added to
1
Trimmed
11
Exited
11
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $7.59B across 73 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). The top 10 positions account for 58.1% 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 | JAMFJAMF HLDG CORP | $777.08M | 10.23% | +112.4% |
| 2 | SNOWSNOWFLAKE INC | $681.57M | 8.97% | -26.7% |
| 3 | UBERUBER TECHNOLOGIES INC | $507.16M | 6.68% | - |
| 4 | XYZSQUARE INC | $426.36M | 5.61% | - |
| 5 | DDOGDATADOG INC | $386.19M | 5.08% | -0.9% |
| 6 | DTDYNATRACE INC | $368.78M | 4.86% | -28.2% |
| 7 | CCCCCC INTELLIGENT SOLUTIONS HL | $332.86M | 4.38% | New |
| 8 | HOODROBINHOOD MKTS INC | $325.85M | 4.29% | New |
| 9 | DASHDOORDASH INC | $311.55M | 4.10% | -41.5% |
| 10 | PTONPELOTON INTERACTIVE INC | $296.34M | 3.90% | - |
| Stock | Value | Shares |
|---|---|---|
| CCCCCC INTELLIGENT SOLUTIONS HL | $332.86M | 31,670,716 |
| HOODROBINHOOD MKTS INC | $325.85M | 7,743,458 |
| CWANCLEARWATER ANALYTICS HLDGS I | $76.83M | 3,000,000 |
| ESMTUSDENGAGESMART INC | $71.53M | 2,100,000 |
| CCC INTELLIGENT SOLUTIONS HL | $48.26M | 20,802,000 |
| LAWCS DISCO INC | $43.56M | 908,650 |
| MTTR*MATTERPORT INC | $29.57M | 1,563,500 |
| JDJD.COM INC | $21.67M | 300,000 |
| DUOLDUOLINGO INC | $20.80M | 125,000 |
| FUTUFUTU HLDGS LTD | $20.48M | 225,000 |
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